Impactful Relationship Banker – Community Banking

Beneficial State Bank; Seattle (WA); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Medical / Dental / Vision

Vacation Days

Sick Days

Holidays

Education and Adoption Assistance

Bank-Wide Bonus Program

Paid Volunteer Time

Paid Sabbatical Program

Job summary

Beneficial State Bank is seeking a Relationship Banker to develop and expand banking relationships in Seattle. You will source prospective clients, contact existing customers, and aim to meet or exceed assigned goals.

Responsibilities include needs assessments, presenting suitable products, and collaborating with colleagues to deliver exceptional customer service while adhering to bank policies and regulatory requirements.

Qualifications

• Attention to detail and strong organizational skills.
• Commitment to diversity and inclusive service.
• Proven ability to manage time and meet goals.

Responsibilities

• Develop new and existing banking relationships by sourcing prospects and contacting existing clients.
• Assess clients’ financial needs and recommend bank products and services.
• Cross-sell and refer to senior staff when appropriate.
• Ensure regulatory compliance and maintain customer confidentiality.
• Handle daily reports and cash handling responsibilities as needed.

Skills

Attention to detail

Diversity & Inclusion

Execution & Ownership

Time management

Customer support systems

Networking

Relationship building

Effective communication

Education

High school diploma or equivalent

3 years of retail experience

Job description

Beneficial State Bank is seeking a Relationship Banker to develop and expand banking relationships in Seattle. You will source prospective clients, contact existing customers, and aim to meet or exceed assigned goals.

Responsibilities include needs assessments, presenting suitable products, and collaborating with colleagues to deliver exceptional customer service while adhering to bank policies and regulatory requirements.