Teller – Petaluma Main

Exchange Bank
July 12, 2019
Petaluma, CA
Job Type



This position is scheduled 37 hours per week with a normal work schedule shown above. Work Schedule is subject to change based on business needs of the Bank. 

Position Summary

Process customer transactions in accordance with Bank policies and procedures, while delivering superior customer experience.

Essential Functions

Customer Experience: 50%

  • Provide a superior customer experience to all external and internal customers.
  • Accept customer deposits, withdrawals and process loan payments, cash checks and other teller transactions according to policies and procedures.
  • Receive and dispense currency and coin while keeping cash in drawer to a minimum and within established limits.
  • Properly identify customers and ask questions to detect and prevent fraud.
  • Answer basic customer inquiries.
  • Provide safe deposit assistance when needed.
  • Balance cash drawer and complete teller balance sheet on a daily basis..
  • Provide telephone support for customers including callbacks, responding to inquiries, and solving problems.
  • Operate within approval limits and obtain required approvals when necessary.
    Sales: 20%
  • Cross-sell products and services to achieve branch and individual goals.
  • Refer customers to other Branch Sales Partners for additional financial service products. 

Operations: 20%

  • Assist customers with transaction requests such as processing safe deposit payments, foreign currency transactions, and other needs as required.
  • Perform audit of cashier’s checks.
  • Complete scanning of work for transmission.
  • Balance ATM.
  • Complete currency transaction reports.
  • Perform research and pull information for internal audits and certifications.
  • Assist with vault duties including bundling money for shipment, and assist with end of night procedures.
    Non-Essential Functions: 10%
  • Perform special projects and research as assigned.
  • Perform other duties as assigned.


    Core Job Specific Competencies


  • Attention to Detail: Accomplishes tasks through concern for all areas involved; shows concern for all aspects of the job; accurately checks for processes and tasks and follows up in a timely manner with appropriate persons.
  • Continuous Learning: Takes responsibility for own learning and development by acquiring and refining of technical and professional skills needed in job-related areas; proactively seeks performance feedback and identifies approaches to improve own performance.
  • Customer Service: Provides internal and external customers with the products and services that match their needs in a timely, efficient manner; follows up on customer complaints, questions, and requests.
  • Dependability: Makes self available for work on a consistent and timely basis with infrequent unplanned absences; completes work in a timely manner; meets commitments with minimal oversight.
  • Flexibility/Adaptability: Understands that the work environment is constantly changing and adjusts own approach and behavior accordingly; adapts to new ideas and initiatives across a wide variety of issues and situations; recognizes and responds quickly to shifting opportunities.
  • Sales: Understands the steps necessary to identify potential customers and secure the customer's agreement for service; meets or exceeds sales targets by applying the sales process in a variety of selling situations and to a variety of customers.
  • Verbal Communication: Expresses ideas effectively in individual and group situations adjusting style and methods to meet the specific needs of the audience; attentively listens to others to gather data and paraphrase meaning to verify understanding.

    Licenses And Certifications


    Knowledge, Skills, And Abilities

  • Knowledge of cash handling procedures.
  • Basic mathematical calculation skills.
  • Skills operating a personal computer with word processing, spreadsheet and presentation software.

    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.
  • The work environment is indoors, the majority of the time is spent sitting or standing at a teller window.

    Education And Experience

    A combination of education and experience equivalent to a high school diploma; and knowledge typically gained through six months cash handling and customer service experience.


Company Description

One of the most unique banks in the United States

The last will and testament of Exchange Bank’s co–founder and second president, Frank Doyle, stands tall above his many accomplishments. Doyle wanted the Bank to be a locally owned and managed institution. So rather than giving his stock to his heirs, his controlling interest (50.44% of the common stock) was put into a perpetual trust. The dividends are specified for distribution by the Trustees to the Frank P. Doyle and Polly O’Meara Doyle Scholarship Fund for assistance to “worthy young men and women attending Santa Rosa Junior College.”

The Doyle Trust has proven to be one of the most remarkable planned gifts in the history of American community college education. More than $83 million to over 127,000 students since 1948.

Throughout the years we have won awards and accolades in Sonoma County by being voted the Best Local Bank, Best Business Bank, One of the Best Places to Work, Best Company to Do Business With, and Business Environmental Alliance Best Practices Award. We believe our core values make these honors possible: Commitment, Respect, Integrity and Teamwork.

Since its founding in 1890, Exchange Bank has had only seven presidents. Father and son Manville Doyle and Frank Doyle co–founded the bank and Frank Doyle served as President until 1948. On March 21st 2014, Gary Hartwick became CEO and President and Bill Schrader, Chairman of the Board.