Client-Focused Personal Banker with Flexible Hours

Watrust; Moscow (ID); On-site; USD 27,552 - 36,850; Full time

Benefits offered by this job

Health benefits

Retirement plan

Work/Life benefits

Job summary

Washington Trust Bank in Moscow, ID is seeking a Personal Banker I-II to focus on client relationships and service, acting as a POS expert for deposit and lending products. You’ll build trust, open branch products, and expand client relationships with proactive selling and needs-based conversations.

The role requires flexible scheduling, strong communication, and teamwork across departments. Training is provided to deepen product knowledge and regulatory understanding for internal and external

Qualifications

• Excellent written and verbal communication and interpersonal skills with clients, co-workers and management, building appropriate rapport at all levels.
• 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.
• Required to maintain the security and confidentiality of Bank and client information.
• May be required to have or obtain a Mortgage Loan Originator registration number through the Nationwide Mortgage Licensing System & Registry (NMLS).

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.
• Responsible for marketing consumer and small business banking products including preparing for client calls, making sales calls, and call follow‑up.
• Identifies opportunities and continually prospects for new clients. Generates leads through existing relationships; asks clients for referrals.
• Participates in call plans tailored to increase the market penetration and client usage of bank services and identifies needs in prospects to establish them as clients. Uncovers clients’ needs by asking the right questions; utilizes need-based selling. Reports on results will be recorded and reported on a regular basis.

Skills

Communication skills

Multitasking

Attention to detail

PC skills

Mortgage licensing (NMLS)

Tools

Microsoft Office

Job description

Washington Trust Bank in Moscow, ID is seeking a Personal Banker I-II to focus on client relationships and service, acting as a POS expert for deposit and lending products. You’ll build trust, open branch products, and expand client relationships with proactive selling and needs-based conversations.

The role requires flexible scheduling, strong communication, and teamwork across departments. Training is provided to deepen product knowledge and regulatory understanding for internal and external