Client-Focused Personal Banker | Relationship & Sales Expert

Washington Trust Bank; Boise (ID); On-site; USD 28,000 - 36,000; Full time

Job summary

Washington Trust Bank is seeking a Client Relations Specialist in Boise to build strong client relationships and act as a point-of-sale expert for deposit and lending products. The role involves in-branch and phone engagement, proactive selling, and continuous training on bank products and compliance, with a focus on delivering exceptional service.

The position emphasizes regulatory knowledge, team collaboration, and community involvement, while supporting branch goals and client growth in the

Qualifications

• Excellent written and verbal communication and interpersonal skills.
• 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.
• May be required to have or obtain a Mortgage Loan Originator registration number through NMLS.

Responsibilities

• Establishes and maintains effective relationships with clients, gaining their trust and respect by providing accurate and timely service and information.
• Provides high quality service, retention, development and expansion of client relationships.
• Works with other bank personnel to proactively meet client needs in an efficient manner across all departments.
• 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.
• Perform transactions, new accounts and lending responsibilities to best serve the needs of the client.
• Maintains accountability for individual contributions to the achievement of branch and team goals, encouraging self and others to achieve results.
• Participate in community affairs and activities where warranted for effective business development and community exposure.
• Meets with manager to discuss sales strategy calls and report results related to current branch focus.

Skills

Communication

Interpersonal skills

Multi-tasking

Problem solving

Attention to detail

PC skills

Education

Mortgage Loan Originator registration (NMLS)

Tools

Microsoft Office

Job description

Washington Trust Bank is seeking a Client Relations Specialist in Boise to build strong client relationships and act as a point-of-sale expert for deposit and lending products. The role involves in-branch and phone engagement, proactive selling, and continuous training on bank products and compliance, with a focus on delivering exceptional service.

The position emphasizes regulatory knowledge, team collaboration, and community involvement, while supporting branch goals and client growth in the