Banking Relationship Specialist
Farmers and Merchants Bank of Long Beach, Tustin, CA, United States
Job Summary
The Banking Relationship Specialist (BRS) is responsible for providing excellent customer service and sales and performing teller transactions for clients at branch locations. This includes functioning as both a Banking Relationship Specialist and Teller as deemed necessary when the branch experiences a greater volume of client traffic. The BRS is responsible for assisting in account set-ups by completing administrative forms and processes, researching, and resolving account problems and conducting essential follow-up with clients as necessary and in accordance with established Bank policies and procedures.
Essential Duties Consult with clients and prospects about their financial goals and needs and identify and promote F&M products and services that best meet those requirements. 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 client concerns to maintain valued client relationships. Open new personal and business accounts and/or perform maintenance in compliance with established policies and procedures. Explain Bank procedures and requirements prioritize work to maximize customer service, ability to deal with frequent interruptions and utilize strong problem-solving skills. Support innovative marketing campaigns and product launches. Quote rates, terms, and fees on Bank products. Collect and review all account documentation and assume responsibility for its proper completion. Completes daily maintenance to client's accounts such as, change of address, check reorders, ordering copies of statements, and changing signers. Process client requests by mail such as deposits, transfers and setup or cancellation of automatic withdrawals. Research and resolve client account problems by communicating with departments on check encoding errors, deposits not credited and interest adjustment. Perform routine teller transactions as needed. Comply with Bank security guidelines and procedures. Comply with federal & state internal regulations. Identify transactions with potential fraud or suspected Elder Abuse and notify Branch Management. Take personal responsibility for developing and maintaining knowledge required to fulfill job functions. Perform outbound client contact to establish and build relationships. Banking Relationship Specialist Levels & Classifications
The Banking Relationship Specialist position has multiple levels, and each level is defined in the Banking Relationship Specialist Classifications document. The Reserve Banking Relationship Specialist Classifications document will include additional essential duties and required knowledge and skills for each level.
Non-Essential Duties
File Maintenance Required Knowledge
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Regulation CC Regulation DD Regulation E (EFT) Overview Regulation BB (CRA) Overview Regulation B (ECOA) Overview Regulation C (HMDA) Overview Regulation X (RESPA) Overview Regulation Z (Truth in Lending) Overview Bank Secrecy Act FDIC Insurance Privacy Laws Teller Operations and Procedures Complaint Documentation Policy Page Break
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Complies with all State and Federal Banking regulatory requirements, including but not limited to: BSA, Anti-Money Laundering OFAC, CIP, Financial Elder Abuse Reporting, Sexual Harassment, Information Security, and privacy requirements. This position will elevate suspicious activity to supervisory staff and/or BSA department. Completes compliance and other technical training workshops as assigned.
Basic Knowledge, Skills, and Abilities
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Clear understanding of the English Language (Spoken & Written) Basic Mathematics Skills Organization and Time Management Skills Excellent Customer Service Skills Basic Sales Skills Critical Thinking, Judgment & Problem-Solving Skills Ability to actively listen & learn. Ability to use oral communication techniques to sell products or services. Ability to respectfully communicate with Supervisors and Co-workers Ability to effectively deal with unpleasant, angry, or discourteous people. Officer Title Eligibility
For qualified positions, the Bank may designate Officer Titles to employees who meet defined competencies for an eligible position. Officer title eligibility is defined in the Banking Relationship Specialist Classifications document.
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Equipment Operated
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Desk Top Computers Currency Machines Scanners Teller Cash Recyclers Standard Office Equipment Page Break
Physical Requirements & Work Environment:
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Requires repetitive movement. Requires sitting for prolonged periods of time. Requires lifting to 25lbs. Requires using hands to handle, control or feel object. Office setting w/controlled temperature Page Break
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Education and Experience
High School Diploma or equivalent required. Preferred candidate should possess 1 year of teller experience and 1+ years of New Accounts/Sales Experience Additional Requirements
Must travel to various bank locations. Some Saturday hours are required.
This job description is not intended to be all-inclusive, and employees will be required to perform additional related work duties as assigned by their immediate supervisor and/or management.
Farmers and Merchants Bank of Long Beach reserves the right to revise or change job duties and responsibilities as the need arises. This job description does not constitute a written or implied contract of employment.
February 04, 2026
The Banking Relationship Specialist (BRS) is responsible for providing excellent customer service and sales and performing teller transactions for clients at branch locations. This includes functioning as both a Banking Relationship Specialist and Teller as deemed necessary when the branch experiences a greater volume of client traffic. The BRS is responsible for assisting in account set-ups by completing administrative forms and processes, researching, and resolving account problems and conducting essential follow-up with clients as necessary and in accordance with established Bank policies and procedures.
Essential Duties Consult with clients and prospects about their financial goals and needs and identify and promote F&M products and services that best meet those requirements. 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 client concerns to maintain valued client relationships. Open new personal and business accounts and/or perform maintenance in compliance with established policies and procedures. Explain Bank procedures and requirements prioritize work to maximize customer service, ability to deal with frequent interruptions and utilize strong problem-solving skills. Support innovative marketing campaigns and product launches. Quote rates, terms, and fees on Bank products. Collect and review all account documentation and assume responsibility for its proper completion. Completes daily maintenance to client's accounts such as, change of address, check reorders, ordering copies of statements, and changing signers. Process client requests by mail such as deposits, transfers and setup or cancellation of automatic withdrawals. Research and resolve client account problems by communicating with departments on check encoding errors, deposits not credited and interest adjustment. Perform routine teller transactions as needed. Comply with Bank security guidelines and procedures. Comply with federal & state internal regulations. Identify transactions with potential fraud or suspected Elder Abuse and notify Branch Management. Take personal responsibility for developing and maintaining knowledge required to fulfill job functions. Perform outbound client contact to establish and build relationships. Banking Relationship Specialist Levels & Classifications
The Banking Relationship Specialist position has multiple levels, and each level is defined in the Banking Relationship Specialist Classifications document. The Reserve Banking Relationship Specialist Classifications document will include additional essential duties and required knowledge and skills for each level.
Non-Essential Duties
File Maintenance Required Knowledge
Page Break
Regulation CC Regulation DD Regulation E (EFT) Overview Regulation BB (CRA) Overview Regulation B (ECOA) Overview Regulation C (HMDA) Overview Regulation X (RESPA) Overview Regulation Z (Truth in Lending) Overview Bank Secrecy Act FDIC Insurance Privacy Laws Teller Operations and Procedures Complaint Documentation Policy Page Break
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Complies with all State and Federal Banking regulatory requirements, including but not limited to: BSA, Anti-Money Laundering OFAC, CIP, Financial Elder Abuse Reporting, Sexual Harassment, Information Security, and privacy requirements. This position will elevate suspicious activity to supervisory staff and/or BSA department. Completes compliance and other technical training workshops as assigned.
Basic Knowledge, Skills, and Abilities
Page Break
Clear understanding of the English Language (Spoken & Written) Basic Mathematics Skills Organization and Time Management Skills Excellent Customer Service Skills Basic Sales Skills Critical Thinking, Judgment & Problem-Solving Skills Ability to actively listen & learn. Ability to use oral communication techniques to sell products or services. Ability to respectfully communicate with Supervisors and Co-workers Ability to effectively deal with unpleasant, angry, or discourteous people. Officer Title Eligibility
For qualified positions, the Bank may designate Officer Titles to employees who meet defined competencies for an eligible position. Officer title eligibility is defined in the Banking Relationship Specialist Classifications document.
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Equipment Operated
Page Break
Desk Top Computers Currency Machines Scanners Teller Cash Recyclers Standard Office Equipment Page Break
Physical Requirements & Work Environment:
Page Break
Requires repetitive movement. Requires sitting for prolonged periods of time. Requires lifting to 25lbs. Requires using hands to handle, control or feel object. Office setting w/controlled temperature Page Break
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Education and Experience
High School Diploma or equivalent required. Preferred candidate should possess 1 year of teller experience and 1+ years of New Accounts/Sales Experience Additional Requirements
Must travel to various bank locations. Some Saturday hours are required.
This job description is not intended to be all-inclusive, and employees will be required to perform additional related work duties as assigned by their immediate supervisor and/or management.
Farmers and Merchants Bank of Long Beach reserves the right to revise or change job duties and responsibilities as the need arises. This job description does not constitute a written or implied contract of employment.
February 04, 2026