Banking Relationship Spc

Job Summary

Essential Duties

• 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

Non-Essential Duties

• File Maintenance

Required Knowledge

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
• Standard Office Equipment (copiers, fax machines)

Physical Requirements & Work Environment

• Requires repetitive movement.
• Requires sitting for prolong periods of time.
• Requires lifting up 25lb
• Requires using hands to handle, control or feel object
• Office setting w/controlled temperature

Education and 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.