Relationship Banker - Healdsburg

Exchange Bank Healdsburg , CA 95448

Posted 5 months ago

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.


  • 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.

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

Exchange Bank is proud to be an Affirmative Action/Equal Opportunity Employer

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Relationship Banker - Healdsburg

Exchange Bank