Relationship Banker

Washington Trust Bank; Lewiston (ID); On-site; USD 42,000 - 56,000; Full time

Job summary

Washington Trust Bank is seeking a customer-focused Personal Banker I-II in Lewiston, ID. You will build client relationships, provide branch product knowledge, and execute selling strategies while delivering compliant service.

The role offers training on bank products and regulatory knowledge, with a schedule that supports reliable attendance. You will engage with clients in person and by phone, cross-sell products, and participate in community outreach.

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.
• 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.

Skills

Communication skills

Active listening

Customer service

Multitasking

Problem solving

Attention to detail

MS Office

Tools

CRM software

MS Office

Job description

Washington Trust Bank is seeking a customer-focused Personal Banker I-II in Lewiston, ID. You will build client relationships, provide branch product knowledge, and execute selling strategies while delivering compliant service.

The role offers training on bank products and regulatory knowledge, with a schedule that supports reliable attendance. You will engage with clients in person and by phone, cross-sell products, and participate in community outreach.