Relationship Banker

2 days ago


Santa Rosa, California, United States Exchange Bank Full time
About the Role

We are seeking a skilled and customer-focused Relationship Banker to join our team at Exchange Bank. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with our customers, providing exceptional customer service, and promoting our full range of products and services.

Key Responsibilities
  • Process customer transactions, including deposits, withdrawals, and loan payments, with accuracy and confidence.
  • Educate customers on our retail products and services, including deposit accounts, non-equity consumer loans, credit cards, cash management, merchant services, and safe deposit boxes.
  • Facilitate ongoing relationship servicing with existing customers to nurture loyalty and retention, as well as acquire additional business.
  • Recommend cross-sell opportunities by asking customers open-ended questions and identifying their needs.
  • Provide and accept loan applications, including creating and forwarding packages to the Bank's Consumer Lending Department.
Requirements
  • Confident communication with customers from diverse backgrounds and experiences.
  • Positive, upbeat, and professional personality.
  • Experience with cash handling, including a basic understanding of banking principles.
  • Able to work branch hours, including weekends, and some evenings.
  • At least one year of experience working in banking, retail, or a customer service role.
Compensation

The hiring range for this position is $20.40 to $26.20 per hour, commensurate with the candidate's applicable experience, education, and skills.

About Exchange Bank

Established in 1890, Exchange Bank is a unique community bank with a rich history, ownership, and legacy. Our employees enjoy a work environment that values work/family balance, encourages community involvement, and provides a competitive compensation and benefit package.

Our mission is to invest in people, business, and community to build a strong future. We are committed to respect, integrity, teamwork, and equal opportunity employment.


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