Relationship Banker - Stony Point

Exchange Bank; Santa Rosa (CA); On-site; USD 28,000 - 32,000; Full time

Job summary

Exchange Bank is seeking a front-line Customer Experience professional in Santa Rosa to build long-term relationships and educate customers on our product range. You will handle teller and new account transactions and strive to deliver a superior customer experience during every interaction.

The role emphasizes cross-selling opportunities, banking product knowledge, and excellent communication with a diverse customer base. Weekend hours are required to support branch operations.

Qualifications

• Experience with cash handling in a customer-facing role.
• Excellent communication skills with diverse customers.
• Ability to educate customers on banking products and services.

Responsibilities

• Process deposits, withdrawals, loan payments, cash checks and other transactions.
• Handle transfers and address changes; perform account research as needed.
• Educate customers on retail products and services and promote cross-selling opportunities.

Skills

Cash handling

Customer service

Communication

Job description

This position is scheduled 37 hours per week, 8:30 to 5:30 Monday, Tuesday, Thursday, Friday and 8:30 to 1:30 Saturday. 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

There are three levels of Relationship Banker. Expected hourly base compensation for these roles, are as follows: $20.40 to $23.02 per hour. The position and compensation offered will fall within these ranges 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