Relationship Banker I, II or III

3 days ago


Santa Rosa, California, United States Exchange Bank Full time
Customer Experience

We are seeking a skilled and customer-focused individual to join our team as a Relationship Banker. In this role, you will be responsible for providing exceptional customer service and building long-term relationships with our clients.

  • Process customer transactions and requests with accuracy and efficiency.
  • Educate customers on our full range of products and services, including deposit accounts, loans, and cash management solutions.
  • Facilitate ongoing relationship servicing with existing customers to nurture loyalty and retention.
Sales

We are looking for a motivated and results-driven individual to join our sales team as a Relationship Banker. In this role, you will be responsible for identifying and recommending cross-sell opportunities to our customers.

  • Recommend cross-sell opportunities by asking customers open-ended questions.
  • Identify and recommend non-equity consumer loan products through interviewing customers and understanding their needs.
Who We Are

Exchange Bank is a unique community bank with a rich history and a commitment to customer service. We offer a competitive compensation and benefit package, as well as a work environment that values work-life balance and community involvement.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and customer-focused individual who is passionate about building long-term relationships with our clients, we encourage you to apply for this exciting opportunity.



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