Talent.com
Personal Banker

Personal Banker

Washington Trust BankSpokane, WA, United States
18 days ago
Job type
  • Full-time
Job description

Description

Join a team that puts client experience at the heart of every decision. This role focuses on building strong relationships while serving as a point-of-sale expert for deposit and lending products. You'll engage in individual and team sales strategies, receive comprehensive training on Washington Trust Bank's products, and develop top-tier service and regulatory knowledge to support both internal and external clients.

"The culture here at WTB really is like no other company. I'm lucky to be able to be a part of such a family-oriented organization, and I love welcoming people into it and showing them what makes this such a special place to work." - Becky Sechler, Director of Retail Banking and Client Delivery

Location : Wandermere Branch - 438 E Hastings Rd, Spokane, WA 99218

Branch Hours : Monday thru Friday, 8 : 30am to 6 : 15pm and Saturdays 9 : 45am to 2 : 15pm. Schedule may vary; must be flexible. Regular, reliable attendance required.

Essential Functions

Client Relationships and Service

  • Establishes and maintains effective relationships with clients, gaining their trust and respect by providing accurate and timely service and information.
  • Provides high quality service, retention, development and expansion of client relationships.
  • Works with other bank personnel to proactively meet client needs in an efficient manner across all departments.

Product Knowledge and Selling

  • 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. Leverage strategic questioning to match products with client goals.
  • Sales and Marketing

  • 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.
  • Additional Responsibilities

  • Perform transactions, new account and lending responsibilities to best serve the needs of the client.
  • Maintains accountability for individual contributions to the achievement of branch and team goals, encouraging self and others to achieve results.
  • Meets with manager to discuss sales strategy calls and report results related to current branch focus.
  • Participate in community affairs and activities where warranted for effective business development and community exposure.
  • Sets and monitors proactive client contact standards for each individual client relationship they establish
  • Proactively identifies and mitigates potential risks and fraudulent activities by following established policies, monitoring transactions for irregularities, and escalating concerns as appropriate.
  • Administrative

  • Complies with all Bank policies and procedures.
  • Participate in branch audits.
  • Maintains knowledge of compliance and regulatory issues as appropriate.
  • Perform compliance and risk management duties as required or assigned.
  • Regular, reliable attendance is required.
  • 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).
  • Join us in one of our 40+ Washington, Idaho, or Oregon branches as we work toward maintaining a strong, trust-based community in our branches, our bank, with our clients, and in our greater communities.

    Pay Range :

    Personal Banker I-II : $20.00 to $25.72

    The compensation range represents the low and high end of the base compensation range for this position located in Spokane, WA. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is also eligible to participate in an applicable incentive compensation plan.

    What Our Culture Can Offer You :

    Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work / Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.

    Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outline by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.

    Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

    This employer is required to notify all applicants of their rights pursuant to federal employment laws.

    For further information, please review the Know Your Rights notice from the Department of Labor.

    Create a job alert for this search

    Personal Banker • Spokane, WA, United States

    Related jobs
    • Promoted
    • New!
    Clinical Psychologist - Fairfield, WA

    Clinical Psychologist - Fairfield, WA

    LifeStance HealthFairfield, WA, US
    Full-time +1
    We are actively looking to hire talented Psychologists in the area, who are passionate about patient care and committed to clinical excellence. Competitive compensation package based on productivity...Show moreLast updated: 22 hours ago
    • Promoted
    • New!
    Clinical Psychologist - Deer Park, WA

    Clinical Psychologist - Deer Park, WA

    LifeStance HealthDeer Park, WA, US
    Full-time +1
    We are actively looking to hire talented Psychologists in the area, who are passionate about patient care and committed to clinical excellence. Competitive compensation package based on productivity...Show moreLast updated: 22 hours ago
    • Promoted
    • New!
    Clinical Psychologist - Spangle, WA

    Clinical Psychologist - Spangle, WA

    LifeStance HealthSpangle, WA, US
    Full-time +1
    We are actively looking to hire talented Psychologists in the area, who are passionate about patient care and committed to clinical excellence. Competitive compensation package based on productivity...Show moreLast updated: 22 hours ago
    • Promoted
    • New!
    Clinical Psychologist - Cheney, WA

    Clinical Psychologist - Cheney, WA

    LifeStance HealthCheney, WA, US
    Full-time +1
    We are actively looking to hire talented Psychologists in the area, who are passionate about patient care and committed to clinical excellence. Competitive compensation package based on productivity...Show moreLast updated: 22 hours ago
    • Promoted
    Drive with DoorDash - Be Your Own Boss

    Drive with DoorDash - Be Your Own Boss

    DoorDashCheney, WA, United States
    Full-time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...Show moreLast updated: 8 days ago
    • Promoted
    • New!
    Personal Banker

    Personal Banker

    Banner BankSpokane, WA, United States
    Full-time
    Please take time to review Banner Bank's Consent & Privacy notice before applying.Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will ...Show moreLast updated: 12 hours ago
    • Promoted
    Mental Health Therapist

    Mental Health Therapist

    SonderMind CareersClayton, WA, US
    Full-time
    SonderMind is a leading mental health care platform revolutionizing therapy services by empowering licensed mental health therapists to deliver exceptional care with cutting-edge, AI-powered tools....Show moreLast updated: 30+ days ago
    • Promoted
    Personal Banker

    Personal Banker

    Washington Trust BankSpokane, WA, United States
    Full-time
    Manito Branch - 3103 S Grand Blvd, Spokane, WA 99203.Schedule may vary, must be flexible.Regular, reliable attendance required. Join a team that puts client experience at the heart of every decision...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Sr. Personal Financial Representative (Personal Banker)

    Sr. Personal Financial Representative (Personal Banker)

    Gesa Credit UnionPost Falls, ID, United States
    Full-time
    Post Falls S Beck Road - Post Falls, ID.Take a leap and join our team!.At Gesa, we believe in the power of our people.Coming from all walks of life, our team members' individual stories and unique ...Show moreLast updated: 12 hours ago
    • Promoted
    Border Patrol Agent - Entry Level

    Border Patrol Agent - Entry Level

    Customs and Border ProtectionSpringdale, WA, US
    Full-time
    Border Patrol Agent (BPA) GL-5 / 7 grade levels \n\n.IMPORTANT NOTICE : Duty assignments available at the time of offer may include the Southwest Border, including prioritized locations.Border Patrol ...Show moreLast updated: 19 days ago
    • Promoted
    Border Patrol Agent - Experienced - Recruitment Incentives

    Border Patrol Agent - Experienced - Recruitment Incentives

    U.S. Customs and Border ProtectionSpringdale, WA, United States
    Full-time
    Border Patrol Agent (BPA) - Experienced (GL-9 GS-11).Check out these higher-salaried federal law enforcement opportunities with the U. Your current or prior law enforcement experience may qualify yo...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Clinical Psychologist - Loon Lake, WA

    Clinical Psychologist - Loon Lake, WA

    LifeStance HealthLoon Lake, WA, US
    Full-time +1
    We are actively looking to hire talented Psychologists in the area, who are passionate about patient care and committed to clinical excellence. Competitive compensation package based on productivity...Show moreLast updated: 22 hours ago
    • Promoted
    • New!
    Associate Personal Banker (SAFE) - Town & Country

    Associate Personal Banker (SAFE) - Town & Country

    Wells FargoSpokane, WA, United States
    Full-time
    Are you looking for more? Find it here.At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping ...Show moreLast updated: 12 hours ago
    • Promoted
    LIFEGUARD (FILL-IN)

    LIFEGUARD (FILL-IN)

    Marimn HealthWorley, ID, US
    Full-time
    Come work for Marimn Health - voted one of the Best Places to Work in the Inland Northwest every year since 2018 and Modern Healthcare's Family Friendliest Employer in 2020!.Fantastic benefits,...Show moreLast updated: 30+ days ago
    • Promoted
    Border Patrol Agent - Experienced

    Border Patrol Agent - Experienced

    U.S. Customs and Border ProtectionSpringdale, WA, United States
    Full-time
    Border Patrol Agent (BPA) - Experienced (GL-9 GS-11).Check out these higher-salaried federal law enforcement opportunities with the U. Your current or prior law enforcement experience may qualify yo...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Clinical Psychologist - Elk, WA

    Clinical Psychologist - Elk, WA

    LifeStance HealthElk, WA, US
    Full-time +1
    We are actively looking to hire talented Psychologists in the area, who are passionate about patient care and committed to clinical excellence. Competitive compensation package based on productivity...Show moreLast updated: 22 hours ago
    • Promoted
    • New!
    Part Time Member Consultant (Personal Banker)- Spokane Division Branch

    Part Time Member Consultant (Personal Banker)- Spokane Division Branch

    Washington State Employees Credit UnionSpokane, WA, United States
    Full-time +1
    Member Consultants are the heart and soul of WSECU.Every day, you dig deep to listen to what our members need and you go out of your way to make banking not only easy, but downright pleasant! You'r...Show moreLast updated: 12 hours ago
    • Promoted
    Border Patrol Agent - Experienced - Up to 30k Sign On Bonus

    Border Patrol Agent - Experienced - Up to 30k Sign On Bonus

    U.S. Customs and Border ProtectionSpringdale, WA, United States
    Full-time
    Border Patrol Agent (BPA) - Experienced (GL-9 GS-11).Check out these higher-salaried federal law enforcement opportunities with the U. Your current or prior law enforcement experience may qualify yo...Show moreLast updated: 30+ days ago