Exchange Bank Benefits Overview

Develops and manages merchant relationships by selling payment-processing solutions and managing the full sales cycle. Responsibilities include prospecting, conducting sales calls, assessing merchant needs, recommending POS and banking solutions, supporting account opening and implementation, training merchants and staff, resolving service issues, identifying cross-selling opportunities, and monitoring performance against sales goals. The role requires merchant-services knowledge, bank sales experience, a California driver’s license, personal transportation, and occasional customer-site travel.

The Insurance Coordinator manages insurance-related activities, verifies coverage, maintains records, monitors exceptions, and liaises with insurance providers to ensure compliance and mitigate risk.