Relationship Banker - Rohnert Park

Exchange Bank • Rohnert Park, CA

17d • $20 - $30 • Onsite

About The Position

This position is scheduled 37 hours per week, 8:30am to 5:30pm Monday, Wednesday, Thursday, Friday, and 8:30am to 1:30pm 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 The Relationship Banker has a passion to do what is right for each customer and build long term customer relationships. They possess in-depth knowledge to make connections, discover needs, share recommendations and grow relationships. They are skilled at communicating with customers to discover unmentioned or unknown financial needs. Relationship Bankers retain and expand their book of business by deepening relationships through cross-sales and referrals. A Relationship Banker has a broad knowledge of Exchange Bank products and services and can perform both teller and platform transactions while leading advice-based conversations and providing a superior customer experience during every interaction.

Requirements

• 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.

Responsibilities

• 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.
• 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.

What This Job Offers

• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees