Banking Relationship Specialist

divdivdivdivdivdivdivdivdivlink href="https://static.workforcenow.adp.com/mas/mdf-components/24.32.25/styles/froala_editor.pkgd.min.css" rel="stylesheet" type="text/css"nbsp;link href="https://static.workforcenow.adp.com/mas/mdf-components/24.32.25/styles/froala_style.min.css" rel="stylesheet" type="text/css"div class="fr-view"p id="isPasted"stronguJob Summary/u/strong/ppThe 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.nbsp;/ppnbsp;/ppstronguEssential Duties:/u/strong/pul type="disc"liConsult with clients and prospects about their financial goals and needs, and identify and promote Famp;M products and services to best meet those needs.nbsp;/liliActively cross-sell bank products by leveraging sales opportunities in assigned branch and by referring clients to other Famp;M departments for additional needs./liliAddress and resolve customer concerns and questions both in person and via telephone pertaining to account activity and perform customer research./liliReview customersrsquo; accounts and answer customersrsquo; questions both in person and via telephone pertaining to account activity and perform customer research./liliOpen new personal and business accounts and/or perform maintenance in compliance with established policies and procedures.nbsp;/liliExplain bank procedures and requirements, prioritize work to maximize customer service, ability to deal with frequent interruptions and utilize strong problem solving skills.nbsp;/liliSupport new marketing campaigns and product launches.nbsp;/liliQuote rates, terms and fees on bank products and services.nbsp;/liliCollect and review all account documentation and assume responsibility for its proper completion.nbsp;/liliIdentify 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.nbsp;/liliPerform outbound client contact to establish and build relationships./li/ulpnbsp;/ppstronguBanking Relationship Specialist Levels amp; Classifications/u/strong/ppThe Banking Relationship Specialist position has multiple levels, and each level is defined in the Banking Relationship Specialist Classifications document. nbsp;The Banking Relationship Specialist Classifications document will include additional essential duties and required knowledge and skills for each level. nbsp;/ppnbsp;/ppstronguNon-Essential Duties/u/strongstrongu:/u/strong/pul type="disc"liFile Maintenance/li/ulpstronguRequired Knowledge/u/strongstrongu:/u/strong/ppnbsp;/pul type="disc"liRegulation CC/liliRegulation DD/liliRegulation E (EFT) Overview/liliRegulation BB (CRA) Overview/liliRegulation B (ECOA) Overviewnbsp;/liliRegulation C (HMDA) Overview/liliRegulation X (RESPA) Overview/liliRegulation Z (Truth in Lending) Overviewnbsp;nbsp;/liliBank Secrecy Act/liliFDIC Insurancenbsp;/liliPrivacy Laws/liliTeller Operations and Procedure/liliComplaint Documentation Policy/li/ulpnbsp;/ppnbsp;/ppComplies 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. nbsp;This position will elevate suspicious activity to supervisory staff and/or BSA department. nbsp;Completes compliance and other technical training workshops as assigned./ppnbsp;/ppstronguBasic Knowledge, Skills and Abilities:/u/strong/pul type="disc"liClear understanding of the English Language (Spoken amp; Written)nbsp;/liliBasic Mathematics Skills/liliCustomer Service Skills/liliBusiness Development Skillsnbsp;/liliBasic Sales Skills/liliCritical Thinking, Judgment amp; Problem Solving Skills/liliAbility to actively listen amp; learn./liliAbility to use oral communication techniques to sell products or services/liliAbility to respectfully communicate with Supervisors and Co-workers/liliAbility to effectively deal with unpleasant, angry or discourteous people/li/ulpnbsp;/ppstronguEquipment Operate/u/strongstrongud:/u/strong/pul type="disc"liDesk Top Computersnbsp;/liliCurrency Machines/liliScannersnbsp;/liliTeller Cash Recyclers/liliStandard Office Equipment (copiers, fax machines)/li/ulpstrongbr/strong/ppstronguPhysical Requirements amp; Work Environment:/u/strong/ppnbsp;/pul type="disc"liRequires repetitive movement./liliRequires sitting for prolong periods of time./liliRequires lifting up 25lb/liliRequires using hands to handle, control or feel object/liliOffice setting w/controlled temperature/li/ulpnbsp;/ppstronguEducation and Experience:/u/strong/pul type="disc"liHigh School Diploma or equivalent required/liliPreferred candidate should possess 1-2 years of teller experience and 4+ years of New Accounts/Sales Experience/li/ulpnbsp;/ppstronguAdditional Requirements:/u/strong/pulliProfessional business attirenbsp;/liliAbility to travel to various bank locations as needed/liliSaturday hours are required to meet business needs regardless of primary location business hours/li/ulpbr/ppThis job description is not intended to be all-inclusive, and employees will also perform other duties as assigned by management as required.nbsp;/ppFarmers and Merchants Bank of Long Beach reserves the right to revise or change job duties and responsibilities as the need arises. nbsp; This job description does not constitute a written or implied contract of employment./ppnbsp;/ppnbsp;/ppnbsp;/p/div/div/div/div/div/div/div/div/div/div