Branch Operations & Customer Experience Lead

Exchange Bank; Santa Rosa (CA); On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Tuition reimbursement

Job summary

Exchange Bank in Santa Rosa, CA is seeking an Assistant Retail Service Manager at the Reinking Branch to lead daily branch operations and deliver superior customer service. You will coach bankers, uphold regulatory standards, and ensure sound operational practices, acting as the primary backup to the Retail Service Manager in their absence.

The role is full-time, on-site, with typical hours 8:30am–5:30pm, Monday–Friday, and requires an Associate degree with 3 years of branch experience plus an

Qualifications

• Associate degree in business administration or related field.
• 3 years of experience in branch operations.
• NMLS license required.

Responsibilities

• Approve exceptions and transactions with escalation as needed.
• Lead daily operations ensuring compliance and risk mitigation.
• Coach bankers and provide performance feedback.
• Monitor staffing and adjust to transaction patterns.
• Support customer experience and cross-sell opportunities.

Skills

Managerial principles

Relationship banking

Banking regulations

Banking systems

Customer referrals

Cross-sell opportunities

Education

Associate degree in business administration

NMLS license

Tools

Banking software

Job description

Exchange Bank in Santa Rosa, CA is seeking an Assistant Retail Service Manager at the Reinking Branch to lead daily branch operations and deliver superior customer service. You will coach bankers, uphold regulatory standards, and ensure sound operational practices, acting as the primary backup to the Retail Service Manager in their absence.

The role is full-time, on-site, with typical hours 8:30am–5:30pm, Monday–Friday, and requires an Associate degree with 3 years of branch experience plus an