Banking Relationship Specialist
Farmers & Merchants Bank of Long Beach, Laguna Woods, California, United States, 92637
Overview
The Banking Relationship Specialist is the first customer contact and sets the tone of service and sales at the branch level. The role maintains a professional image, follows operational and sales processes, conducts needs analysis, recommends solutions, cross‑sell appropriate bank products, and delivers a white‑glove customer experience that exceeds expectations.
Responsibilities
Consult with clients and prospects about financial goals and needs, and identify and promote F&M products and services to best meet those needs.
Actively cross‑sell bank products by leveraging sales opportunities in assigned branch and by referring clients to other F&M departments for additional needs.
Address and resolve customer concerns and questions both in person and via telephone pertaining to account activity and perform customer research.
Open new personal and business accounts and perform maintenance in compliance with established policies and procedures.
Explain bank procedures and requirements, prioritize work to maximize customer service, and utilize strong problem‑solving skills.
Support new marketing campaigns and product launches.
Quote rates, terms and fees on bank products and services.
Collect and review all account documentation and assume responsibility for its proper completion.
Identify transactions with potential fraud or suspected Elder Abuse and notify Branch Management.
Perform outbound client contact to establish and build relationships.
Qualifications
High School Diploma or equivalent required.
Preferred candidate should possess 1–2 years of teller experience and 4+ years of New Accounts/Sales Experience.
Strong customer service, business development, and sales skills.
Clear understanding of the English Language (spoken & written) and basic mathematics skills.
Ability to actively listen, learn, and communicate effectively.
Capability to manage repetitive movement, prolonged sitting, and lift up to 25 lb.
Professional business attire required; ability to travel to various bank locations as needed.
Saturday hours are required to meet business needs regardless of primary location business hours.
Compliance & Background
Complies with all State and Federal banking regulatory requirements, including BSA, Anti‑Money Laundering OFAC, CIP, Financial Elder Abuse Reporting, Sexual Harassment, Information Security, and privacy requirements.
Completes compliance and other technical training workshops as assigned.
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Responsibilities
Consult with clients and prospects about financial goals and needs, and identify and promote F&M products and services to best meet those needs.
Actively cross‑sell bank products by leveraging sales opportunities in assigned branch and by referring clients to other F&M departments for additional needs.
Address and resolve customer concerns and questions both in person and via telephone pertaining to account activity and perform customer research.
Open new personal and business accounts and perform maintenance in compliance with established policies and procedures.
Explain bank procedures and requirements, prioritize work to maximize customer service, and utilize strong problem‑solving skills.
Support new marketing campaigns and product launches.
Quote rates, terms and fees on bank products and services.
Collect and review all account documentation and assume responsibility for its proper completion.
Identify transactions with potential fraud or suspected Elder Abuse and notify Branch Management.
Perform outbound client contact to establish and build relationships.
Qualifications
High School Diploma or equivalent required.
Preferred candidate should possess 1–2 years of teller experience and 4+ years of New Accounts/Sales Experience.
Strong customer service, business development, and sales skills.
Clear understanding of the English Language (spoken & written) and basic mathematics skills.
Ability to actively listen, learn, and communicate effectively.
Capability to manage repetitive movement, prolonged sitting, and lift up to 25 lb.
Professional business attire required; ability to travel to various bank locations as needed.
Saturday hours are required to meet business needs regardless of primary location business hours.
Compliance & Background
Complies with all State and Federal banking regulatory requirements, including BSA, Anti‑Money Laundering OFAC, CIP, Financial Elder Abuse Reporting, Sexual Harassment, Information Security, and privacy requirements.
Completes compliance and other technical training workshops as assigned.
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