Banking Relationship Specialist

2 days ago

Lakewood, United States Farmers and Merchants Bank of Long Beach Full time
Job Summary

The Banking Relationship Specialist is a key role at Farmers and Merchants Bank of Long Beach, serving as the first point of contact for customers and playing a crucial part in setting the tone for service and sales at the branch level.

This position requires a professional image and adherence to standard operational, services, and sales processes, including the use of a sales roadmap to identify customer needs and provide tailored solutions.

Essential Duties:
  • Consult with clients and prospects to understand their financial goals and needs, and promote F&M products and services that meet those needs.
  • Actively cross-sell bank products by leveraging sales opportunities in assigned branches and referring clients to other F&M departments for additional needs.
  • Address and resolve customer concerns and questions related to account activity, both in person and via telephone, and perform customer research.
  • Review customers' accounts and answer questions related to account activity, both in person and via telephone, 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.
  • Take personal responsibility for developing and maintaining knowledge required to fulfill job functions.
  • Perform outbound client contact to establish and build relationships.
Requirements:
  • High School Diploma or equivalent required.
  • Preferred candidate should possess 1-2 years of teller experience and 4+ years of New Accounts/Sales Experience.
  • 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.

This job description is not intended to be all-inclusive, and employees will also perform other duties as assigned by management as required.

Farmers and Merchants Bank of Long Beach reserves the right to revise or change job duties and responsibilities as the need arises.

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