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Banking & Finance Financial Sales

Relationship Banker & Personal Finance Advisor

Job in Lake Forest, Orange County, California, 92630, USA
Listing for: Farmers & Merchants Bank of Long Beach
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Sales
Job Description & How to Apply Below
A regional banking institution based in Lake Forest, California is seeking a Banking Relationship Specialist. You will be the first point of contact for customers, focusing on identification of their financial needs and cross-selling appropriate products. Candidates should possess a high school diploma and ideally have 1-2 years of teller experience along with strong customer service and sales skills. This role requires strong compliance with banking regulations and a professional appearance.
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