Relationship-Driven Personal Banker & Sales Specialist

Washington Trust Bank

Hayden (ID)

On-site

USD 2,755,000 - 3,678,000

Part time

5 days ago
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Benefits offered by this job

Health benefits
Retirement plan
Work/Life balance

Job summary

Washington Trust Bank is seeking a Personal Banker I-II at the Hayden, ID branch to deliver exceptional client service and build lasting relationships while promoting deposit and lending products.

You will engage with clients in person and over the phone, handle transactions, open accounts, and cross-sell bank services. This role supports community engagement and requires a flexible schedule with benefits available.

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.

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.
  • Performs transactions, new accounts and lending responsibilities to best serve client needs; contributes to branch and team goals.
  • Participates in community affairs and activities for business development and community exposure.

Skills

Communication skills
Customer service
Attention to detail
Multitasking
Problem solving

Tools

Microsoft Office

Job description

Washington Trust Bank is seeking a Personal Banker I-II at the Hayden, ID branch to deliver exceptional client service and build lasting relationships while promoting deposit and lending products.

You will engage with clients in person and over the phone, handle transactions, open accounts, and cross-sell bank services. This role supports community engagement and requires a flexible schedule with benefits available.

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