Personal Banker

1st Security Bank of Washington; Ontario (OR); Presencial; USD 42.000 - 64.000; Jornada completa

Descripción de la vacante

1st Security Bank of Washington is seeking a Personal Banker who will focus on growing customer relationships while delivering a full range of banking services. The role emphasizes exceptional client experience and proactive sales efforts in a branch setting.

The position requires strong customer service, problem-solving, and the ability to manage time effectively while supporting daily operations and campaigns. A committed, team-oriented mindset aligns with our core values and community focus.

Formación

• Strong communication skills, both oral and written.
• Ability to develop customer relationships and cross-sell bank products.
• Detail-oriented with adherence to bank policies and procedures.

Responsabilidades

• Adheres to the Bank's Core Values in daily operations.
• Promotes the Bank’s Customer Service Protocols in branch operations.
• Self-starter who can work with minimal supervision.
• Manages multiple tasks and prioritizes responsibilities while staying organized.
• Delivers excellent oral and written communication and follows up with customers and teammates.
• Identifies weaknesses in current processes to improve efficiency and customer experience.
• Understands features and benefits of 1st Security Bank’s products and services.
• Supports and backs up the team in teller, vault, and safe deposit box areas as needed.
• Provides open-ended questioning to uncover needs and recommends appropriate products and services.
• Demonstrates ability to close the sale and drive customer engagement.
• Documents customer information promptly in the Bank’s system of record.
• Opens new accounts for consumers and businesses in compliance with CIP and BSA policies.
• Cross-sells additional Bank products and services.

Conocimientos

Communication skills

Cross-selling

Customer service

Time management

Descripción del empleo

Join our team! 1st Security Bank team members deliver service that "WOWs" each other and our customers. We value relationships, teamwork, community, and professional growth in a safe, friendly, and progressive workplace. We celebrate diversity and support equality for all. If you share these core values and are committed to career excellence, let us help you reach your dreams!

If you are the type of individual that would enjoy working at one of thePuget Sound's Best Places to Work for 10 years in a rowand focuses on providing an exceptional client experience, then 1st Security Bank is the place for you. 1st Security Bank was named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5-star Bank in Washington State by Bauer Financial, an independent bank rating firm.

A GREAT PLACE TO WORK AND BANK

Join our team! 1st Security Bank team members deliver service that "WOWs" each other and our customers. We value relationships, teamwork, community, and professional growth in a safe, friendly, and progressive workplace. We celebrate diversity and support equality for all. If you share these core values and are committed to career excellence, let us help you reach your dreams!

If you are the type of individual that would enjoy working at one of thePuget Sound's Best Places to Work for 10 years in a rowand focuses on providing an exceptional client experience, then 1st Security Bank is the place for you. 1st Security Bank was named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5-star Bank in Washington State by Bauer Financial, an independent bank rating firm.

POSITION SUMMARY

A Personal Banker is responsible for selling a full range of banking services and products with an emphasis on growing customer relationships and is actively engaged in outside business development. This position has primary responsibility for sales and service delivery. The position requires exceptional customer service and problem-solving skills. The Personal Banker position actively participates in sales efforts and campaigns and customer service opportunities. Business development is also a primary focus and the Personal Banker must be able to manage time proficiently, make calls and maintain an active business pipeline.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Must adhere to the Core Values of 1st Security Bank and demonstrate dependability and reliability in all aspects of the position
• Understands and promotes the Bank’s Customer Service Protocols in daily branch operations
• Self-starter that can work under minimal supervision
• Ability to multitask and prioritize job responsibilities as required while maintaining organization
• Excellent and professional oral and written communication skills and follow-up when corresponding with employees and customers
• Ability to identify weaknesses in current bank processes to improve operational efficiency and the customer experience
• Must know the features and benefits of 1st Security’s products and services
• Required to be fully knowledgeable and skilled in the areas of teller, vault and safe deposit box to support and back-up the team when needed
• Appropriately uses open ended profiling questions during each customer interaction and recommends appropriate bank products and services
• Demonstrates an excellent ability to “ask for the business” and to “close the sale”
• Consistently documents appropriate customer information in a timely basis in Bank’ system of record
• Opens new accounts for consumers and business customers in strict accordance with bank’s policies and procedures, including, but not limited to the Customer Information Program (CIP) and Bank Secrecy Act (BSA)
• Appropriately cross-sells additional bank’s products and services