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Associate Relationship Banker Jobs in Santa Rosa, CA

Merchant Services Sales Officer

Santa Rosa, CA ยท On-site

$57K - $77K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... the Bank are followed. * Maintains vendor relationships as required with designated business ... A combination of education and experience equivalent to an associate's degree in business ...

Trust Specialist

Santa Rosa, CA ยท On-site

$26 - $33/hr

Support client relationships and develop a thorough understanding of client needs. Who You Are ... Associate's degree in accounting, business administration, math, finance, or related field or ...

Trust Specialist

Santa Rosa, CA

$26 - $33/hr

  • Medical

  • Retirement

  • PTO

Support client relationships and develop a thorough understanding of client needs. Who You Are ... Associate's degree in accounting, business administration, math, finance, or related field or ...

Trust Specialist

Santa Rosa, CA ยท On-site

$26 - $33/hr

  • Medical

  • Retirement

  • PTO

Support client relationships and develop a thorough understanding of client needs. Who You Are ... Associate's degree in accounting, business administration, math, finance, or related field or ...

Key Holder

Napa, CA ยท On-site

$15.75 - $19.75/hr

Deliver a personalized styling and service experience that builds real customer relationships ... Serve as Manager on Duty when assigned, supervising Sales Associates as needed * Model great ...

Key Holder

Napa, CA ยท On-site

$15.75 - $19.75/hr

Deliver a personalized styling and service experience that builds real customer relationships ... Serve as Manager on Duty when assigned, supervising Sales Associates as needed * Model great ...

Retail Keyholder (Store 746)

Santa Rosa, CA ยท On-site

$16 - $21.25/hr

... relationships that lead to sales and repeat business. * Process guest purchases and returns ... Make daily bank deposits following established guidelines. * Check shipments for discrepancies or ...

Retail Keyholder (Store 746)

Santa Rosa, CA ยท On-site

$16 - $21.25/hr

  • Medical

  • Retirement

  • PTO

... relationships that lead to sales and repeat business. * Process guest purchases and returns ... Make daily bank deposits following established guidelines. * Check shipments for discrepancies or ...

Showing results 41-60

Associate Relationship Banker information

See Santa Rosa, CA salary details

$27.3K

$51.5K

$73.3K

How much do associate relationship banker jobs pay per year?

As of Aug 18, 2026, the average yearly pay for associate relationship banker in Santa Rosa, CA is $51,484.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,700.00 and $54,700.00 per year, depending on experience, location, and employer.

What is the difference between Associate Relationship Banker vs Customer Service Representative?

AspectAssociate Relationship BankerCustomer Service Representative
CredentialsHigh school diploma or equivalent; some roles may prefer financial certificationsHigh school diploma or equivalent
Work EnvironmentBank branches, client meetings, financial advisingBank branches, call centers, customer support desks
Employer & IndustryFinancial institutions, retail banking

While both roles serve banking customers, Associate Relationship Bankers focus on building client relationships and offering financial products, whereas Customer Service Representatives primarily handle inquiries and transactions. The Associate Relationship Banker role involves more financial advising and relationship management, often requiring a deeper understanding of banking products. Both positions are essential in retail banking, but they differ in scope and responsibilities.

Is an associate relationship banker an entry-level position?

Yes, an associate relationship banker is typically considered an entry-level role in banking, often suitable for candidates with little prior experience. The position usually requires basic customer service skills and may involve on-the-job training to develop financial product knowledge and relationship management skills.

What does an associate relationship banker do?

An associate relationship banker assists customers with banking needs, such as opening accounts, processing transactions, and providing financial advice. They build and maintain client relationships, often using banking software and adhering to bank policies, to promote customer satisfaction and retention.

What are the most commonly searched types of Relationship Banker jobs in Santa Rosa, CA?

The most popular types of Relationship Banker jobs in Santa Rosa, CA are:

What are popular job titles related to Associate Relationship Banker jobs in Santa Rosa, CA?

For Associate Relationship Banker jobs in Santa Rosa, CA, the most frequently searched job titles are:

What job categories do people searching Associate Relationship Banker jobs in Santa Rosa, CA look for?

The top searched job categories for Associate Relationship Banker jobs in Santa Rosa, CA are:

What cities near Santa Rosa, CA are hiring for Associate Relationship Banker jobs?

Cities near Santa Rosa, CA with the most Associate Relationship Banker job openings:

Infographic showing various Associate Relationship Banker job openings in Santa Rosa, CA as of August 2026, with employment types broken down into 67% Full Time, 29% Part Time, and 4% Summer. Highlights an 100% In-person job distribution, with an average salary of $51,484 per year, or $24.8 per hour.

Merchant Services Sales Officer

Exchange Bank

Santa Rosa, CA โ€ข On-site

$57K - $77K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago


Job description

Location: On-site in Santa Rosa, CA.
POSITION SUMMARY:
The Merchant Service Sales Officer is responsible for selling bankcard services to merchants and other business professionals. They manage the full sales cycle of all Merchant Services products by working with credit card processing merchant, processor, branches and departments to fulfill client needs. They also perform various duties as they relate to new merchant acquisition and current client retention.
POSITION TYPE & SCHEDULE:
Full-time, Exempt. 40 hours per week, typically Monday-Friday 8:30am-5:30pm. This schedule is subject to change based on the business needs of the Bank.
ESSENTIAL FUNCTIONS:
Sales:
  • Perform outside sales calls and develop new business based on prospecting telephone consulting, and in-person calling.
  • Perform outside sales calls on branch referrals.
  • Determine Merchant Bankcard needs and offer solutions.
  • Work with branches and departments to identify referrals and successfully complete the sales cycle.
  • Market and actively promote Bank products and services to retain and grow current client base.
  • Refer customers to other Bank departments for additional financial service products.
  • Assist prospective merchants and branches with information for opening new accounts.
  • Follow-up with customers to ensure satisfaction and cross-sell additional products.
  • Market and actively promote bank through community events.
  • Provide adequate training to merchants and appropriate staff as requested.
  • Will provide sales and support for Treasury management.

Administrative:
  • Measures and reports against agreed goals and benchmarks.
  • Supports merchants, branches, CCC and third-party processor with equipment related requests.
  • Ensure all rules, regulations, and guidelines pertaining to VISA and MasterCard and the policies and procedures of the Bank are followed.
  • Maintains vendor relationships as required with designated business partners.

MINIMUM QUALIFICATIONS
Knowledge, Skills and Abilities:
  • Thorough knowledge of electronic processing of all major credit cards, debit cards, EBT, ATM, and payroll services.
  • General knowledge of Merchant Services & ATM / Debit Card industry.
  • Knowledge of credit card merchant terminal operation.
  • Knowledge and understanding of bank products and services.
  • Skills operating a personal computer including word processing, spreadsheet and presentation software.
  • Ability to provide personal transportation is required.

Licenses and Certifications:
  • Must maintain valid California driver's licenses

Physical Requirements:
  • Ability to stand, bend, stoop, sit, walk, twist and turn.
  • Ability to lift up to 25 pounds occasionally.
  • Ability to use a computer keyboard and calculator.
  • Work environment is indoors; majority of the time is spent sitting at a desk. May require travel to customer sites.

Education and Experience:
A combination of education and experience equivalent to an associate's degree in business administration or related field; and knowledge typically gained through a minimum of three years' experience in a bank sales role with knowledge of merchant services products.
Compensation & Benefits
  • The hiring range for this position is $57,918 to $77,465 per year. The compensation offered will fall within this range commensurate with the candidate's applicable experience, education and skills.
  • Health, dental, and vision insurance Competitive medical plan options including traditional HMO, HDHP/HSA, and Point of Service medical plans. No-network dental and vision plans, and flexible spending account plans
  • Company paid life insurance and long-term disability insurance
  • Retirement plan options 401(k) plan: traditional and Roth savings options with company match, and an additional annual profit-sharing contribution opportunity.
  • Paid time off and sick leave Robust package with vacation, sick time, holidays, and personal days.
  • Tuition reimbursement
  • Free checking and discounts on other available banking products Checking and savings accounts, safe deposit box, retirement planning assistance, Discounts on home and personal loans**Loans are subject to credit approval. Fees, conditions, and restrictions may apply. Rates and programs subject to change.

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 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
An award-winning bank, our community has voted Exchange Bank:
  • Best Company to do Business With
  • Best Business Bank
  • Best Local Bank
  • Best Place to Work
  • Business Environmental Alliance Best Practices Award
  • Healthiest Companies in North Bay Award
  • Spirit of Philanthropy Award

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.