Premier Banking Officer

Bellevue
10430 NE 10th St.
Bellevue, WA 98004, USA

• Use excellent communication and active listening skills to learn about the customer’s financial needs. Establish trust, optimize sales opportunities, generate leads, recommend appropriate solutions, and provide quality customer service.
• Utilize strong understanding of sales and financial services to offer creative solutions, viable financial alternatives, and tailored product and service recommendations based on customers’ current and future needs.
• Identify lending opportunities (both personal and business) with new and existing clients, including but not limited to Mortgage, Small Business, and Commercial loans.
• Drive fee-based revenue by cross-selling the bank’s products and services, such as Treasury Management Solutions. Maximize fee income through effective needs-based selling.
• Build and maintain strong relationships with new and existing clients by providing personalized financial advice, regular portfolio reviews, and proactive solutions to their banking needs.
• Continuously learns to expand one’s knowledge of features and benefits of deposit, loan, TMS, and Digital Banking products and services; to become a trusted advisor and subject matter expert whom customers can depend on.
• Develop and execute sales plans to achieve deposit, loan, and fee income objectives. Monitor and analyze sales performance and adjust strategies as necessary to ensure targets are met.
• Conduct outbound sales activities (e.g., phone outreach, community events, meeting with local businesses) to establish visibility in the community, develop a networking presence, and generate more branch business.
• Achieve and exceed individual and branch sales and service targets through recommendations of new and existing products and services, sales referrals, cross-selling, and up-selling in a results-driven environment, providing a great experience to every customer.
• Collaborates with business partners within the Bank to assist customers with specialized or complex financial needs, and to retain and expand profitable relationships.
• Translate goals and expectations into specific executable, weekly and monthly sales activities to meet or exceed individual assigned goals.
• Partake in overall branch efforts as a high-level team player, providing banking expertise and support in various banking duties.
• Deliver exceptional service to clients, ensuring their banking experience is seamless and outstanding. Handle client inquiries, resolve issues, and provide timely follow-up on all transactions and requests.
• Demonstrate a commitment to operational integrity, policies, procedures, and banking regulations to ensure compliance and training requirements are met, maintaining ethical behavior, and gaining credibility with staff and customers.
• Complies with the Bank’s policies, procedures, and controls to minimize risk exposures, and be compliant with applicable laws, rules, and regulations.
• Assists in training new colleagues, ensuring compliance with bank policies, regulations, and client relationship deepening best practices.
• Work with Ops staff for teller-line referral.

Prior Experience

• 2+ years of experience in banking, financial services, or sales, preferably in a relationship management or personal banking role.

• Proven track record of meeting or exceeding sales targets in deposits, loans, and fee income.
• Excellent communication, interpersonal, and negotiation skills, with a strong customer service orientation.
• Ability to analyze financial information and make sound recommendations.
• Possess a strong drive to become a top performer and stay resilient to produce top of the line results.
• Organized and well planned to stay efficient and follow through when closing sales.
• Highly motivated with the ability to successfully meet team objectives while maintaining high levels of individual performance.
• Customer service focus with experience in handling complex transactions across multiple systems
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers.
• Knowledge and understanding of retail compliance controls, risk…