Relationship Banker - Rohnert Park

Exchange Bank•Rohnert Park, CA

2d•Onsite

About The Position

This front-line customer-facing role will build long term customer relationships and educate customers on Exchange Bank's full range of products and services. The Relationship Banker will handle both teller and new account transactions and provide a superior customer experience during every interaction. This role is skilled at communicating with customers to discover new bank products and services that can create cross-selling and referral opportunities.

Requirements

Confident communicating with customers from a diverse range of backgrounds and experiences.
Positive, upbeat and professional personality.
Experience with cash handling, including a basic understanding of banking principles.
Able to work branch hours, including weekends, and some evenings.
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.