Farmers & Merchants Bank of Long Beach
Banking Relationship Specialist
Farmers & Merchants Bank of Long Beach, Newport Beach, California, us, 92659
Join to apply for the
Banking Relationship Specialist
role at
Farmers & Merchants Bank of Long Beach
Farmers & Merchants Bank of Long Beach provided pay range This range is provided by Farmers & Merchants Bank of Long Beach. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $23.77/yr - $29.35/yr
Job Summary The Banking Relationship Specialist is our first customer contact and one of the key people to set the tone of service and sales at the branch level. They will maintain a professional image and follow standard operational, services and sales processes, including using the sales road map to make appropriate needs analysis, provide recommendations and solutions for those needs, cross sell the appropriate bank products and services, and delivering a white glove customer experience that exceeds expectations.
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.
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 Banking Relationship Specialist Classifications document will include additional essential duties and required knowledge and skills for each level.
File Maintenance
Required Knowledge
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. 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
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
Equipment Operate d
Desk Top Computers
Currency Machines
Scanners
Teller Cash Recyclers
Physical Requirements & Work Environment
Requires repetitive movement.
Requires sitting for prolonged periods of time.
Requires lifting up 25lb
Requires using hands to handle, control or feel objects
Office setting w/ controlled temperature
Education and Experience
High School Diploma or equivalent required
Preferred candidate should possess 1-2 years of teller experience and 4+ years of New Accounts/Sales Experience
Additional Requirements
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
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. This job description does not constitute a written or implied contract of employment.
Seniority level
Entry level
Employment type
Full-time
Job function
Other
Banking
Referrals increase your chances of interviewing at Farmers & Merchants Bank of Long Beach by 2x
Get notified about new Relationship Specialist jobs in
Corona del Mar, CA .
#J-18808-Ljbffr
Banking Relationship Specialist
role at
Farmers & Merchants Bank of Long Beach
Farmers & Merchants Bank of Long Beach provided pay range This range is provided by Farmers & Merchants Bank of Long Beach. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $23.77/yr - $29.35/yr
Job Summary The Banking Relationship Specialist is our first customer contact and one of the key people to set the tone of service and sales at the branch level. They will maintain a professional image and follow standard operational, services and sales processes, including using the sales road map to make appropriate needs analysis, provide recommendations and solutions for those needs, cross sell the appropriate bank products and services, and delivering a white glove customer experience that exceeds expectations.
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.
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 Banking Relationship Specialist Classifications document will include additional essential duties and required knowledge and skills for each level.
File Maintenance
Required Knowledge
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. 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
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
Equipment Operate d
Desk Top Computers
Currency Machines
Scanners
Teller Cash Recyclers
Physical Requirements & Work Environment
Requires repetitive movement.
Requires sitting for prolonged periods of time.
Requires lifting up 25lb
Requires using hands to handle, control or feel objects
Office setting w/ controlled temperature
Education and Experience
High School Diploma or equivalent required
Preferred candidate should possess 1-2 years of teller experience and 4+ years of New Accounts/Sales Experience
Additional Requirements
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
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. This job description does not constitute a written or implied contract of employment.
Seniority level
Entry level
Employment type
Full-time
Job function
Other
Banking
Referrals increase your chances of interviewing at Farmers & Merchants Bank of Long Beach by 2x
Get notified about new Relationship Specialist jobs in
Corona del Mar, CA .
#J-18808-Ljbffr