Exchange Bank · 1 week ago
Assistant Retail Service Manager
Windsor, California, United States
Full-time
Onsite
Mid Level
$24.75/hr - $30.32/hr
3+ years expExchange Bank is a unique community bank established in 1890, dedicated to investing in people, businesses, and communities. The Assistant Retail Service Manager will oversee daily operations, ensure compliance, and enhance customer experience while also providing leadership in sales efforts and staff management.
BankingFinanceFinancial Services
Responsibilities
Demonstrate sound decision making by approving exception items and transactions; through the review of overdrawn accounts and determination on whether to pay items; and by identifying when situations require escalation or knowledge from an outside resource, and how to effectively access that resource to ensure a superior customer experience
Lead daily operational tasks ensuring compliance and risk mitigation; ensure operational tasks occur within required time frames including routine guide, payroll approvals, and callback
Process and audit bank transaction activities, including daily overdrafts, vault/counting cash, night drop, ATM procedures and certifications
Act as an escalation point and resource for more navigating more complex customer transactions and issues
Audit, correct, and update records, files authorizations, etc. held at branch
Cross-train employees on various positions and tasks within the branch
Act as an escalation point and resource in branch for more complex customer transactions and issues
Provide input on recruitment, selection, training, and performance feedback for employees
In partnership with Retail Service Manager, set the tone regarding goals and expectations for the branch team. Frequently communicate the Bank’s strategic direction, goals, products, and programs to the team and help them connect their work to the Bank’s results
Monitor and adjust staffing for transaction patterns to ensure adequate staffing. Partner with other Retail Service Managers to assign staff as needed to cover for absences
Recommend staffing and work assignments
Conduct staff and coaching meetings
Suggest processes and procedures to improve branch productivity
Assist with implementing and monitoring Bank policies and procedures
Perform Relationship Banker duties as needed to ensure an optimum customer experience
Resolves customer complaints in branch to ensure a positive customer experience
Provide leadership and support of sales efforts through one-on-one coaching, branch huddles, and brainstorming creative solutions to customer needs
Demonstrate and assist management to lead branch to grow the business following the Relationship Banker Model including making a connection, discovering needs, sharing recommendations and growing relationships
Determine financial needs of customers and offer appropriate products
Identify cross-sell opportunities and refer customers to other Bank partners for additional products
Other duties as assigned
Qualification
Required
Associate's degree in business administration or related field; or a combination of equivalent education and experience
3 years of experience in branch operations
National Mortgage Licensing System (NMLS)
Working knowledge of managerial principles, practices and techniques
Thorough knowledge of relationship banker operations
Thorough knowledge of State and Federal banking regulations
Knowledge of all banking systems
Knowledge of business and consumer products and services and ability to refer
Knowledge of teller and new accounts operations
Skills operating a personal computer including word processing, spreadsheet, presentation and banking software
Ability to attend early morning and after hour meetings and events
Ability to stand, bend, stoop, sit, walk, twist and turn
Ability to lift up to 15 pounds occasionally
Ability to work schedules that meet the needs of the business, which may include early morning, evening and/or weekend hours
Benefits
Competitive compensation and benefit package
Company
Exchange Bank
Exchange Bank provides banking and financial services for personal, commercial trust and investment.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
A.J. Vazquez
Branch Manager III, Vice President
Dorothy Rodella
VP & Branch Manager
Recent News
Business Wire
2025-11-24
2025-10-30
Morningstar.com
2025-10-21
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