Farmers & Merchants Bank of Long Beach · 21 hours ago
Relationship Manager 2 - REIG
Farmers & Merchants Bank of Long Beach is seeking a Relationship Manager 2 who will perform duties similar to a Relationship Manager 1 but with added lending approval authority. The role involves managing client relationships, conducting credit analysis, and ensuring compliance with banking regulations.
BankingFinancial ServicesLending
Responsibilities
Actively solicit new deposit and loan relationships via networking, community involvement, cross-selling and business development activities
Provide detail explanations of different types of loans and credit options available to customers by analyzing applicants’ financial information, credit worthiness, and property to determine feasibility of granting loans
Call on existing clients to review portfolios, evaluate current financial conditions, and make recommendations as needed
Recommend loan approval or decline to credit administration or submit to credit analyst for verification and/or recommendation
Ensure compliance with bank policy, regulatory requirements and credit worthiness by reviewing and update all credit loan files and loan agreements with current financial information to ensure that they are complete an accurate according to policy
Actively manage a credit portfolio to ensure compliance with Bank, regulatory and credit requirements by reviewing and update all credit loan files and loan agreements to ensure that they are complete an accurate according to 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. Acts as the control point for the office to ensure that all CIP, BSA, OFAC requirements, procedures and time frames are met
Qualification
Required
High School Diploma or equivalent required
A minimum of 6 years of experience in field or related area with strong emphasis on customer service, sales and credit portfolio management
Actively solicit new deposit and loan relationships via networking, community involvement, cross-selling and business development activities
Provide detail explanations of different types of loans and credit options available to customers by analyzing applicants' financial information, credit worthiness, and property to determine feasibility of granting loans
Call on existing clients to review portfolios, evaluate current financial conditions, and make recommendations as needed
Recommend loan approval or decline to credit administration or submit to credit analyst for verification and/or recommendation
Ensure compliance with bank policy, regulatory requirements and credit worthiness by reviewing and update all credit loan files and loan agreements with current financial information to ensure that they are complete and accurate according to policy
Actively manage a credit portfolio to ensure compliance with Bank, regulatory and credit requirements by reviewing and update all credit loan files and loan agreements to ensure that they are complete and accurate according to 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
Acts as the control point for the office to ensure that all CIP, BSA, OFAC requirements, procedures and time frames are met
Clear understanding of the English Language (Spoken & Written)
Basic Mathematics 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 and desire to foster and interact in a team environment, and willingness to contribute to team efforts
Preferred
Bachelor's degree in Business, Accounting, Finance or related discipline is preferred but not required
Company
Farmers & Merchants Bank of Long Beach
Founded in Long Beach in 1907 by C.J.
Funding
Current Stage
Public CompanyTotal Funding
$200M2025-10-20Post Ipo Equity· $200M
1997-03-27IPO
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