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Relationship Specialist Jobs (NOW HIRING)

Wellby

Relationship Specialist

Webster, TX · On-site

Position Summary The Relationship Specialist (RS) drives incremental growth by proactively engaging members, conducting in-depth financial discovery conversations, and identifying home equity lending ...

Wellby

Relationship Specialist

Sugar Land, TX · On-site

Position Summary The Relationship Specialist (RS) drives incremental growth by proactively engaging members, conducting in-depth financial discovery conversations, and identifying home equity lending ...

Wellby

Relationship Specialist

Sugar Land, TX · On-site

Position Summary The Relationship Specialist (RS) drives incremental growth by proactively engaging members, conducting in-depth financial discovery conversations, and identifying home equity lending ...

Wellby

Relationship Specialist

Webster, TX · On-site

Position Summary The Relationship Specialist (RS) drives incremental growth by proactively engaging members, conducting in-depth financial discovery conversations, and identifying home equity lending ...

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Relationship Specialist information

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$29K

$67.4K

$114.5K

How much do relationship specialist jobs pay per year?

As of Aug 24, 2026, the average yearly pay for relationship specialist in the United States is $67,404.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,000.00 and $83,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a relationship specialist?

To thrive as a Relationship Specialist, you need strong interpersonal skills, a background in customer service or sales, and often a degree in business or a related field. Familiarity with CRM software, client management tools, and sometimes relevant certifications like Certified Relationship Manager (CRM) are typically required. Excellent communication, emotional intelligence, and problem-solving abilities help build trust and handle diverse client needs. These skills are crucial for fostering long-term client relationships, ensuring customer satisfaction, and supporting business growth.

How does a relationship specialist typically collaborate with other departments to enhance client satisfaction?

Relationship Specialists often work closely with teams such as sales, customer service, and product management to ensure client needs are met comprehensively. They act as a bridge between clients and the organization, communicating feedback and coordinating solutions to address any challenges. This collaborative approach not only helps resolve client issues efficiently but also fosters long-term partnerships and continuous improvement in service delivery.

What does a relationship specialist do?

A relationship specialist helps clients improve their personal or professional relationships through counseling, communication strategies, and conflict resolution. They often work in settings such as counseling centers or corporate environments and may require skills in active listening and emotional intelligence.
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Who are the top companies hiring for Relationship Specialist jobs?

The top employers for Relationship Specialist jobs are:

What states have the most Relationship Specialist jobs?

States with the most job openings for Relationship Specialist jobs include:

What are popular job titles related to Relationship Specialist jobs?

For Relationship Specialist jobs, the most frequently searched job titles are:

Relationship Specialist jobs near you
Infographic showing various Relationship Specialist job openings in the United States as of August 2026, with employment types broken down into 89% Full Time, 9% Part Time, and 2% Contract. Highlights an 54% Physical, 2% Hybrid, and 44% Remote job distribution, with an average salary of $67,404 per year, or $32.4 per hour.

Banking Relationship Specialist

Corona Del Mar, CA • On-site

Farmers and Merchants Bank of Long Beach
See more jobs at Farmers and Merchants Bank of Long Beachexternal

$20 - $26/hr

Other

Re-posted 21 days ago

Job description

Job Summary
The Banking Relationship Specialist (BRS) is responsible for providing excellent customer service and sales and performing teller transactions for clients at branch locations. This includes functioning as both a Banking Relationship Specialist and Teller as deemed necessary when the branch experiences a greater volume of client traffic. The BRS is responsible for assisting in account set-ups by completing administrative forms and processes, researching, and resolving account problems and conducting essential follow-up with clients as necessary and in accordance with established Bank policies and procedures.
Essential Duties
  • Consult with clients and prospects about their financial goals and needs and identify and promote F&M products and services that best meet those requirements.
  • 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 client concerns to maintain valued client relationships.
  • 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 innovative marketing campaigns and product launches.
  • Quote rates, terms, and fees on Bank products.
  • Collect and review all account documentation and assume responsibility for its proper completion.
  • Completes daily maintenance to client's accounts such as, change of address, check reorders, ordering copies of statements, and changing signers.
  • Process client requests by mail such as deposits, transfers and setup or cancellation of automatic withdrawals.
  • Research and resolve client account problems by communicating with departments on check encoding errors, deposits not credited and interest adjustment.
  • Perform routine teller transactions as needed.
  • Comply with Bank security guidelines and procedures.
  • Comply with federal & state internal regulations.
  • 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
The Banking Relationship Specialist position has multiple levels, and each level is defined in the Banking Relationship Specialist Classifications document. The Reserve Banking Relationship Specialist Classifications document will include additional essential duties and required knowledge and skills for each level.
Non-Essential Duties
  • File Maintenance
Required Knowledge
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  • Regulation CC
  • Regulation DD
  • Regulation E (EFT) Overview
  • Regulation BB (CRA) Overview
  • Regulation B (ECOA) Overview
  • Regulation C (HMDA) Overview
  • Regulation X (RESPA) Overview
  • Regulation Z (Truth in Lending) Overview
  • Bank Secrecy Act
  • FDIC Insurance
  • Privacy Laws
  • Teller Operations and Procedures
  • Complaint Documentation Policy
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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. This position will elevate suspicious activity to supervisory staff and/or BSA department. Completes compliance and other technical training workshops as assigned.
Basic Knowledge, Skills, and Abilities
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  • Clear understanding of the English Language (Spoken & Written)
  • Basic Mathematics Skills
  • Organization and Time Management Skills
  • Excellent Customer Service 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.
Officer Title Eligibility
For qualified positions, the Bank may designate Officer Titles to employees who meet defined competencies for an eligible position. Officer title eligibility is defined in the Banking Relationship Specialist Classifications document.
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Equipment Operated
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  • Desk Top Computers
  • Currency Machines
  • Scanners
  • Teller Cash Recyclers
  • Standard Office Equipment
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Physical Requirements & Work Environment:
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  • Requires repetitive movement.
  • Requires sitting for prolonged periods of time.
  • Requires lifting to 25lbs.
  • Requires using hands to handle, control or feel object.
  • Office setting w/controlled temperature
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Education and Experience
  • High School Diploma or equivalent required.
  • Preferred candidate should possess 1 year of teller experience and 1+ years of New Accounts/Sales Experience
Additional Requirements
  • Must travel to various bank locations.
  • Some Saturday hours are required.

This job description is not intended to be all-inclusive, and employees will be required to perform additional related work duties as assigned by their immediate supervisor and/or management.
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.
February 04, 2026

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