Farmers & Merchants Bank of Long Beach · 3 months ago
Banking Relationship Specialist
Santa Ana, CA, US
Full-time
Onsite
Mid Level
$23.77/hr - $33/hr
4+ years expFarmers & Merchants Bank of Long Beach is seeking a Banking Relationship Specialist who will be the first customer contact at the branch level. The role involves consulting with clients about their financial goals, cross-selling bank products, and delivering exceptional customer service.
BankingFinancial ServicesLending
Responsibilities
Consult with clients and prospects about their 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
Review customers’ accounts and answer customers’ questions both in person and via telephone pertaining to account activity and perform customer research
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 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. Take personal responsibility for developing and maintaining knowledge required to fulfill job functions
Perform outbound client contact to establish and build relationships
Qualification
Required
High School Diploma or equivalent required
Clear understanding of the English Language (Spoken & Written)
Basic Mathematics Skills
Customer Service Skills
Business Development 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
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 Procedure
Complaint Documentation Policy
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
Completes compliance and other technical training workshops as assigned
Requires repetitive movement
Requires sitting for prolonged periods of time
Requires lifting up to 25lb
Requires using hands to handle, control or feel objects
Office setting w/controlled temperature
Preferred
Preferred candidate should possess 1-2 years of teller experience and 4+ years of New Accounts/Sales Experience
Professional business attire
Ability to travel to various bank locations as needed
Saturday hours are required to meet business needs regardless of primary location business hours
Company
Farmers & Merchants Bank of Long Beach
Founded in Long Beach in 1907 by C.J.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$200M2025-10-20Post Ipo Equity· $200M
1997-03-27IPO
Leadership Team
Melissa Lanfre
EVP and Chief Operating Officer
Kathleen Salmons
SVP/Chief Risk Officer
Recent News
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2025-03-06
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