Banking Relationship Specialist

Job overview

The Banking Relationship Specialist role is onsite in Lakewood, CA. Compensation is $20.50–$37.50 per hour. Farmers and Merchants Bank of Long Beach describes the position as a key first customer contact at the branch. The specialist supports branch service and sales by understanding customer financial needs, recommending appropriate bank products, and maintaining customer relationships. The role also handles account opening and maintenance, customer questions, and required banking compliance processes.

What you'll do

• Consult with clients and prospects about financial goals
• identify and promote bank products and services
• cross-sell products and refer clients to other departments
• resolve customer concerns and research account activity
• open and maintain personal and business accounts
• explain procedures and requirements
• support marketing campaigns and product launches
• quote rates, terms, and fees
• review account documentation
• identify potentially fraudulent transactions or suspected elder abuse
• conduct outbound client contact.

What we're looking for

Skills & competencies

lakewood ca

farmers and merchants bank of long beach

banking relationship specialist

banking

customer service

branch banking

account opening

financial products

cross-selling

regulatory compliance

$20.50–$37.50/hour

Work arrangement

• Weekend coverage required

Why this role

Saturday hours are required to meet business needs; the role may require travel to various bank locations.

About the employer

Farmers and Merchants Bank of Long Beach is hiring for this role. Industry: Commercial Banking. Sector: 52.