Exchange Bank
The Relationship Banker builds long-term customer relationships by providing superior customer experiences and identifying financial needs to recommend appropriate products and services. This role involves processing transactions, educating customers on retail products, and meeting sales goals to support branch objectives. The position requires strong communication skills and the ability to adapt to various customer interactions.
We're a Sonoma County bank offering personal, business and trust and investment management services to local customers throughout the North Bay.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Exchange Bank.
13% below the average for this role