Talent.com
Personal Banker
Personal BankerWashington Trust Bank Careers • Meridian, Idaho, USA
Personal Banker

Personal Banker

Washington Trust Bank Careers • Meridian, Idaho, USA
18 days ago
Job type
  • Full-time
Job 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. Youll engage in individual and team sales strategies receive comprehensive training on Washington Trust Banks 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. Im 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 : Meridian Branch - 3251 E. Presidential Drive Meridian ID 83642

Schedule : Monday thru Thursday 8 : 15am - 5 : 15pm and Friday 8 : 15am - 6 : 15pm. Regular reliable attendance is 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 HEREas 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.

    Key Skills

    Academics,Business Objects,CAD CAM,Corporate Finance,Electronics,Audio Visual

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

    Monthly Salary Salary : 20 - 25

    Create a job alert for this search

    Personal Banker • Meridian, Idaho, USA

    Related jobs
    Border Patrol Agent - Experienced (GL9 / GS11)

    Border Patrol Agent - Experienced (GL9 / GS11)

    U.S. Customs and Border Protection • Horseshoe Bend, ID, United States
    Full-time
    Check out these higher-salaried federal law enforcement opportunities with the U.Your current or prior law enforcement experience may qualify you for this career opportunity with the nation's premi...Show more
    Last updated: 30+ days ago • Promoted
    Personal Banker

    Personal Banker

    WaFd Bank • Boise, ID, United States
    Full-time
    Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support your career in finance? Your search is over. WaFd Bank is hiring a Personal Banke...Show more
    Last updated: 27 days ago • Promoted
    Earn up to $25 per survey Online Survey Taker (Hiring Immediately)

    Earn up to $25 per survey Online Survey Taker (Hiring Immediately)

    Earn Haus • Kuna, Idaho, US
    Full-time +1
    We are urgently looking for people interested in taking online surveys for Fortune 500 brands.If you are a self-starter, looking for flexible hours throughout the week, this may be for you! Earn up...Show more
    Last updated: 30+ days ago • Promoted
    Physician / Family Practice / Idaho / Permanent / Private Practice in Kuna, Idaho - Hiring Family Me

    Physician / Family Practice / Idaho / Permanent / Private Practice in Kuna, Idaho - Hiring Family Me

    Enterprise Medical Recruiting • Kuna, ID, US
    Permanent
    Join private practice with 2 family medicine physicians in Kuna, Idaho, just minutes from Boise.The group is looking for a Family Medicine physician with or without Obstetrics.Need is due to commun...Show more
    Last updated: 30+ days ago • Promoted
    Customer Service Representative - Remote - 50k-60k / Year

    Customer Service Representative - Remote - 50k-60k / Year

    Spade Recruiting USA • Emmett, Idaho
    Remote
    Full-time
    Quick Apply
    We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization. This position will work with multiple clients throughout the day pr...Show more
    Last updated: 30+ days ago • Promoted
    Sales Executive- Personal Insurance

    Sales Executive- Personal Insurance

    Marsh McLennan Agency-Northwest • Boise, ID, United States
    Full-time
    Marsh McLennan Agency is seeking a passionate and dynamic Sales Executive to work within our Personal Insurance division. This individual will serve as a trusted partner and advisor to their clients...Show more
    Last updated: 5 days ago • Promoted
    Analyst

    Analyst

    Sun West Bank • Boise, ID, United States
    Full-time
    With direction and supervision from the Chief Banking Officer, provides direct support to commercial Relationship Managers to develop and analyze all relevant credit information pertaining to more ...Show more
    Last updated: 27 days ago • Promoted
    Personal Care Assistant

    Personal Care Assistant

    Senior Helpers • Eagle, ID, United States
    Full-time
    If you’re looking to work for a company that improves the lives of others, invests in their employees, and provides a welcoming work environment, you should join the Senior Helpers team.By providin...Show more
    Last updated: 30+ days ago • Promoted
    Personal Care Assistant

    Personal Care Assistant

    Jet Health Inc • Boise, ID, United States
    Full-time
    Overland+Rd+Boise+ID+USA+83709).As a Personal Care Assistant, it is necessary that you fulfill the following responsibilities to the best of your ability, in accordance with Agency policy and proce...Show more
    Last updated: 30+ days ago • Promoted
    Caregiver

    Caregiver

    All Ways Caring HomeCare • Kuna, ID, United States
    Full-time
    At All Ways Caring HomeCare our Caregivers play a crucial role in providing individualized care that suits the needs of each client in the comfort of their homes. It is our goal to identify individu...Show more
    Last updated: 8 days ago • Promoted
    Teller - Overland Branch

    Teller - Overland Branch

    Pioneer Federal Credit Union • Boise, ID, United States
    Full-time
    Pioneer FCU offers a complete benefits package to all team members that includes, but not limited to : .An excellent total compensation package starting at. Bilingual Pay wage differential (additional...Show more
    Last updated: 8 days ago • Promoted
    Personal Banker

    Personal Banker

    Washington Trust Bank • Meridian, ID, United States
    Full-time
    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.Yo...Show more
    Last updated: 19 days ago • Promoted
    Personal Banker- Meridian Branch

    Personal Banker- Meridian Branch

    Wells Fargo • Meridian, ID, 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 more
    Last updated: 25 days ago • Promoted
    Travel Physical Therapist - $1,996 per week

    Travel Physical Therapist - $1,996 per week

    Nationwide Therapy Group • Emmett, ID, United States
    Full-time
    Nationwide Therapy Group is seeking a travel Physical Therapist for a travel job in Emmett, Idaho.Job Description & Requirements. Nationwide Therapy Group Job ID #33816652.Pay package is based on 8 ...Show more
    Last updated: 30+ days ago • Promoted
    Teller

    Teller

    Mountain West Bank • Meridian, ID, United States
    Full-time +1
    Want to work for a company that cares about its community and its employees?.We believe in making the place we live and work better every day. We strive to succeed in business while also being valua...Show more
    Last updated: 23 days ago • Promoted
    Teller

    Teller

    Guaranty Bank & Trust • Meridian, ID, United States
    Full-time +1
    Want to work for a company that cares about its community and its employees?.We believe in making the place we live and work better every day. We strive to succeed in business while also being valua...Show more
    Last updated: 23 days ago • Promoted
    Physician Family Practice-Without OB - Competitive Salary

    Physician Family Practice-Without OB - Competitive Salary

    Saint Alphonsus • Kuna, Idaho, US
    Full-time +1
    Before applying for this role, please read the following information about this opportunity found below.Traditional clinic work week, M-F. up to 34 patient contact hours, with work week flexibility...Show more
    Last updated: 10 hours ago • Promoted • New!
    Commercial Banker II

    Commercial Banker II

    Idaho First Bank • Boise, ID, United States
    Full-time
    The Commercial Banker II is responsible for soliciting, negotiating, underwriting and coordinating the closing of difficult commercial purpose loans, including but not limited to equipment, SBA, co...Show more
    Last updated: 15 days ago • Promoted