Current jobs related to Relationship Banker - Santa Rosa, California - Exchange Bank
-
Relationship Banker
4 days ago
Santa Rosa, California, United States First Technology Federal Credit Union Full time $25 - $31The Relationship Banker is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As a Relationship Banker, you'll work in a fast-paced environment processing routine financial transactions for members in-person, over the phone, and by e-mail. You'll engage in consultative conversations with members...
-
Relationship Banker
2 weeks ago
Santa Rosa, California, United States First Technology Federal Credit Union Full time $62,000 - $94,000 per yearDescription The Relationship Banker is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As a Relationship Banker, you'll work in a fast-paced environment processing routine financial transactions for members in-person, over the phone, and by e-mail. You'll engage in consultative conversations...
-
Relationship Banker
1 week ago
Santa Clarita, California, United States Bank of America Full time $25 - $28Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work is core to how we drive Responsible Growth. This includes our...
-
Relationship Banker
3 days ago
Santa Clarita, California, United States Bank of America Full time $25 - $28Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work is core to how we drive Responsible Growth. This includes...
-
Personal Banker
2 weeks ago
Santa Maria, California, United States Columbia Bank Full time $50,000 - $70,000 per yearDescription About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees. We value Trust, Ownership, Growth, Empathy, Teamwork,...
-
Sr. Universal Banker
1 week ago
Santa Barbara, California, United States Mechanics Bank Full time $22 - $30Mechanics Bank is currently searching for a full time Sr. Universal Banker to join our team at our Santa Barbara Cottage Branch. The Sr. Universal Banker performs the full range of new account transactions according to established procedures. Identifies and closes ethical and appropriate sales and service opportunities for Retail Banking consumer and...
-
Teller
3 days ago
Santa Rosa, California, United States Tri Counties Bank Full timeGet your foot in the door for an opportunity that could lead to fantastic career Teller position includes our benefit plan of medical, dental, vision, 401K, ESOP, holiday, vacation and sick a whole lot moreThe hiring range for this opportunity is $18.00 to $19.00 per hour along with incentive opportunities, creating a competitive total compensation package...
-
Client Relationship Consultant 2
1 week ago
Santa Maria, California, United States U.S. Bank Full time $20 - $26At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...
-
Associate Banker
3 days ago
Santa Ana, California, United States BMO Full time CA$41,714 - CA$50,500Application Deadline:12/05/2025Address:3931 S. Bristol St.Job Family Group:Retail Banking Sales & ServiceThis is a part-time 25 hours a week position.Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works...
-
Santa Ana, California, United States CALIFORNIA FEDERAL CREDIT UNION Full timeGeneral SummaryThe Financial Service Representative (FSR) is based in a branch. This position works within established guidelines to perform sales and service activities. Provides prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, as well as cross-selling Credit Union products and services...
Relationship Banker
2 weeks ago
This position is scheduled 40 hours per week, 8:30 to 5:30 Monday-Friday. The schedule is subject to change based on the business needs of the Bank.
Do you excel at customer service?
Do you enjoy working with the public?
Do you enjoy working on a team with wonderful people who genuinely care about each other?
If this sounds like you, Exchange Bank may be your next great career opportunity
In this front-line customer facing role you will build long term customer relationships and educate customers on our full range of products and services. You will handle both teller and new account transactions and provide a superior customer experience during every interaction. You are skilled at communicating with customers in order to discover new bank products and services that can create cross-selling and referral opportunities.
Your Role
Customer Experience
- Accurately and confidently process customer deposits, withdrawals and loan payments, cash checks and other transactions.
- Process a variety of customer transactions and requests including stop payment requests, funds transfer requests, address changes and account research.
- Educate customers on a full range of 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.
Sales
- Recommend cross-sell opportunities by asking customers open-ended questions.
- Identify and recommend non-equity consumer loan products through interviewing customer and understanding their needs.
- Provide and accept loan applications, including creating and forwarding packages to the Bank's Consumer Lending Department.
Who You Are
- Confident communicating with customers from a diverse range of backgrounds and experiences.
- Have a positive, upbeat and professional personality.
- Have experience with cash handling, including a basic understanding of banking principles.
- Able to work branch hours, including weekends, and some evenings.
- Have at least one year experience working in banking, retail or a customer service role.
Compensation
The hiring range for this position is $20.40 to $30.32 per hour. The compensation offered will fall within this range commensurate with the candidate's applicable experience, education and skills.
Who We Are
Established in 1890, Exchange Bank is one of the most unique community banks in the United States because of our history, ownership and legacy. Our employees enjoy a work environment that values a work/family balance, encourages community involvement and provides a competitive compensation and benefit package.
Our Mission - From generation to generation, we invest in people, business and community to build a strong future.
Commitment – Respect – Integrity – Teamwork
