Client‑Focused Personal Banker

Washington Trust Bank; Washington; On-site; USD 42,000 - 56,000; Full time

Job summary

Washington Trust Bank in Spokane, WA is seeking a Personal Banker I-II to build client relationships and provide expert guidance on deposit and lending products. You’ll engage in sales strategies, receive comprehensive product training, and maintain compliance in a fast-paced branch environment.

The role emphasizes customer service, proactive selling, and cross-selling bank products while supporting internal and external clients and contributing to community engagement.

Qualifications

• Excellent written and verbal communication and interpersonal skills with clients, co-workers and management.
• Ability to listen and ask appropriate questions to best serve the client.
• Flexible and adaptable to change.
• Strong ability to prioritize and handle multiple tasks with accurate attention to detail.
• Strong problem solving and decision-making skills, using logic to solve problems with effective solutions.
• High degree of PC based technical skills, including proficiency with Microsoft Suite of products and other necessary applications.

Responsibilities

• Establishes and maintains effective relationships with clients, gaining their trust and respect by providing accurate and timely service and information.
• Provides product opportunities to clients using proactive selling techniques; efficiently and accurately opens all branch-related products.
• Maintains current knowledge of all Retail Banking products, to identify and resolve clients’ needs.
• Introduce and cross-sell new and existing bank products by identifying client needs through thoughtful, needs-based conversations.
• Engage with clients both over the phone and in person as they walk into the branch, identifying opportunities to present products and services that meet their needs.
• Identifies opportunities and continually prospects for new clients; generates leads through existing relationships; asks clients for referrals.
• Performs transactions, new account and lending responsibilities to best serve the needs of the client.
• Maintains accountability for individual contributions to the achievement of branch and team goals.

Skills

Communication

Interpersonal skills

Multitasking

Detail-oriented

Problem solving

Microsoft Office

Tools

Microsoft Office

Job description

Washington Trust Bank in Spokane, WA is seeking a Personal Banker I-II to build client relationships and provide expert guidance on deposit and lending products. You’ll engage in sales strategies, receive comprehensive product training, and maintain compliance in a fast-paced branch environment.

The role emphasizes customer service, proactive selling, and cross-selling bank products while supporting internal and external clients and contributing to community engagement.