Relationship Banker - Santa Rosa (Reinking Branch)

Exchange Bank•Santa Rosa, CA

1d•Onsite

About The Position

The Relationship Banker builds long-term customer relationships by discovering customer needs, recommending appropriate financial products and services, and delivering a superior customer experience. The role requires broad knowledge of Exchange Bank products and services and the ability to perform teller and platform transactions while conducting advice-based conversations. Bankers retain and expand their books of business through cross-sales and referrals. This is a full-time, non-exempt position requiring 37 hours per week. The typical schedule is Monday through Friday, 8:30 a.m. to 5:30 p.m., with one weekday off, and Saturdays, 8:30 a.m. to 5:30 p.m. Schedules may change according to business needs. The position is on-site at the Montgomery Village branch in Santa Rosa, California, and may require work at multiple Sonoma County locations. Compensation is $20.40 to $26.20 per hour, commensurate with experience, education, and skills. Benefits include health, dental, and vision insurance; retirement plan options; paid time off and sick leave; tuition reimbursement; free checking; and discounts on other available banking products.

Requirements

Education and experience equivalent to a high school degree, with experience in retail sales and/or in-person or telephone customer service.
At least one year of experience in banking, retail, or a customer service role.
Knowledge of cash handling and a basic understanding of banking principles.
Knowledge of non-equity consumer loan products.
Ability to adopt procedures and new technology, including tablets, smartphones, and personal computers.
Ability to work branch hours, including weekends and some evenings, and at multiple locations in Sonoma County.
Creative problem-solving skills to analyze situations and make effective financial product recommendations.
Ability to learn and apply applicable state and federal banking regulations.
Ability to perform basic business math calculations.
Ability to communicate patiently and respectfully with customers of various ages and backgrounds, adjusting communication to customer needs.
Demonstrated communication skills, including phone and email etiquette.
Ability to stand, bend, stoop, sit, walk, twist, and turn, and to lift up to 15 pounds occasionally.

Responsibilities

Build long-lasting customer relationships by providing superior customer experiences.
Educate customers about retail products and services, including deposit accounts, non-equity consumer loans, credit cards, cash management, merchant services, and safe deposit boxes, and support established sales goals.
Learn and apply knowledge of bank products, services, technology, and operations.
Accurately process deposits, withdrawals, loan payments, check cashing, and other transactions according to bank policies and procedures.
Process customer requests such as stop payments, funds transfers, address changes, and account research.
Open new accounts and convenience services in accordance with bank guidelines.
Resolve customer issues and escalate them as appropriate.
Initiate and manage follow-up with new customers to support quality onboarding.
Provide ongoing service to existing customers to nurture loyalty and retention and acquire additional business.
Apply operational knowledge to support branch soundness and daily operational requirements.
Maintain professional behavior, dress, and communications.
Identify cross-selling opportunities by profiling customers with open-ended questions.
Refer customers and prospects to Branch Management or another Relationship Banker as appropriate.
Meet or exceed individual sales goals and contribute to branch success.
Recommend non-equity consumer loan products by interviewing customers and understanding their needs.
Provide and accept loan applications, including creating and forwarding application packages to the Consumer Lending Department.
Build customer relationships using the Customer Care process.
Perform assigned special projects, research, and other duties.