Relationship Banker - Cotati

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Exchange Bank

Posted 2 months ago

Full Time

Cotati, California

In Person

Smart Summary

Responsibilities

The Relationship Banker will process daily customer transactions, including deposits, withdrawals, and loan payments while providing superior service. They are also responsible for educating customers on bank products and identifying cross-selling opportunities to nurture long-term relationships.

Qualifications

You have at least one year of experience in banking, retail, or a customer service role, coupled with strong communication and cash handling skills. You should possess a positive, upbeat, and professional demeanor, with the ability to identify customer needs and recommend suitable banking products and services.

Must Have Skills for ATS

cash handling

banking principles

customer service

cross-selling

loan application processing

retail products

Job Description

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 $26.20 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

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Exchange Bank

Headquartered in Sonoma County and founded in 1890, Exchange Bank is a full-service community bank with assets of $3.30 billion. Exchange Bank provides a wide range of personal, commercial and trust and investment management services with 17 retail branches in Sonoma County, a retail branch in Roseville and Trust & Investment Management offices in Santa Rosa, Roseville, Marin County and Silicon Valley. The Bank’s legacy of financial leadership and community support is grounded in its core values of commitment, respect, integrity and teamwork. Exchange Bank is known for its people who care about their customers, their company and the communities where they live and work. Exchange Bank is a 19-year winner of the North Bay Business Journal’s Best Places to Work survey and a 13-time winner of the Best Bank of Sonoma County by the Press Democrat’s Readers’ Choice 2024 awards. Exchange Bank was named Best Consumer Bank by the NorthBay biz Magazine’s Best of the North Bay readers’ poll and Best Local Bank by The Petaluma Argus Courier People’s Choice Awards 2024. Exchange Bank is also a winner of the 2024 San Francisco Business Times Corporate Philanthropy award, and the Bohemian Magazine’s Best of the North Bay 2024 named Exchange Bank Best Business Bank and Best Consumer Bank. 50.44% of the Bank’s cash dividends goes to the Doyle Trust which funds the Doyle Scholarship at Santa Rosa Junior College. Since 1948, the Doyle Scholarship Fund has provided $100 million to over 150,000 students.
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