Jobs · Finance · California

Relationship Banker - St. Francis

Exchange Bank · Santa Rosa, CA · 1 mo ago
On-siteFinance$20.4–$24.34/hrFull-time

About the role

This position is scheduled 40 hours per week, Monday-Friday 8:30-5:30. The schedule is subject to change based on the business needs of the Bank.

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.

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.

Qualifications

  • Compensation offered will fall within the range of a specific level.
  • The Bank has 3 levels of Relationship Bankers.

Skills

  • Customer Service
  • Teamwork
  • Communication

Benefits

  • Work/Family Balance
  • Community Involvement
  • Competitive Compensation and Benefit Package

Pay

The hiring range for this position is $20.40 to $24.34 per hour. The compensation offered will fall within this range commensurate with the candidate's applicable experience, education and skills.

Schedule

The schedule is subject to change based on the business needs of the Bank.

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