Relationship Manager 1

Farmers and Merchants Bank of Long Beach • Tustin, CA

10h

About The Position

The Relationship Manager I will work closely with the Regional Relationship Manager in developing and maintaining strong relationships with clients and providing quality customer service.

Requirements

• Regulation CC
• Regulation DD
• Regulation E (EFT)
• Bank Secrecy Act
• FDIC Insurance
• Privacy Laws
• Regulation BB (CRA)
• Regulation B (ECOA)
• Regulation X (RESPA)
• Regulation Z (Truth about Lending)
• Fair Credit Reporting Act
• UCC
• Deposit Products
• Investment Products
• Loan Products
• Loan Documentations
• Account Services
• Trust Services
• Bank Operations
• 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. Acts as the control point for the office to ensure that all CIP, BSA, OFAC requirements, procedures and time frames are met.
• Business Development Skills
• Time Management Skills
• Clear understanding of the English Language (Spoken & Written)
• Basic Mathematics Skills
• Telephone Skills
• Customer Service 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 and desire to foster and interact in a team environment, and willingness to contribute to team efforts
• High School Diploma or equivalent required
• A minimum of 5 -10 years of experience in field or related area with a strong emphasis on customer service and sales
• Ability to travel to various bank locations as needed
• Some Saturday hours are required
• As a part of the Bank’s internal control systems, employees holding sensitive positions are required to be absent from their duties for a minimum of two consecutive weeks each year. This position has been deemed to meet the test for a sensitive position, and therefore you will be required to meet the minimum absence requirement each and every year.

Nice To Haves

• Bachelor’s degree in Business, Accounting, Finance or related discipline is preferred but not required

Responsibilities

• Meet and/or exceed established sales and revenue goals while keeping expenses minimized. Manage service levels against customer expectations; identify quality gaps and follow-up with actions plans to address problem areas
• Establish and maintain an excellent rapport with bank customers, including those with complex financing and depository requirements by making monthly retention calls on selected customers
• Assist with risk management and ensure all team members are protecting the interests of Farmers & Merchants Bank while enhancing the customer experience
• Resolve complex servicing problems, particularly for most profitable relationships
• May engage in business activities by soliciting new accounts within the branch geographical area
• Assist Regional Relationship Manager in driving successful branch sales targets and developing a productive sales team through mentoring and coaching to meet and exceed established sale objectives
• Assist with management of loan portfolios including loan covenants
• May assist Regional Relationship Manager with the analysis of current credit data and financial statements of individuals or business to determine the degree of risk involved in extending credit or lending money
• Collaborate with the Branch Manager on employee development, management activities and operational functions

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED