Senior Banker

Job Summary

The role serves as the first point of contact for financial center clients, uncovering personal banking needs for individuals and small business clients, offering appropriate solutions, and connecting clients to specialists. The position focuses on deepening client relationships through platform services, supporting transactions via self‑service technologies, and delivering exceptional client care through proactive outreach and consistent follow‑up.

• Partner with teams to provide consumer and small business solutions, services, and strategies based on clients’ personal banking needs.
• Assist, educate, and train clients on conducting simple transactions through self‑service technologies.
• Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
• Adhere to established processes, laws, and guidelines when performing day‑to‑day activities such as opening accounts, account maintenance, and digital assisted shopping.
• Manage client interactions by taking the best course of action for the bank and its clients while abiding by all regulatory requirements.
• Proactively connect with clients through outbound calls and conduct consistent follow‑up routines.

• Minimum of one year demonstrated sales experience in a relationship‑oriented and client‑centric environment.
• Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Effective collaborator who builds and nurtures strong relationships.
• Passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
• Confident in identifying solutions for new and existing clients based on their needs.
• Strong written and verbal communication skills; comfortable engaging all clients (in‑person and by phone).
• Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances.
• Strong critical‑thinking and problem‑solving skills to meet clients’ needs.
• Effective time‑management skills with the ability to organize, prioritize, and perform multiple tasks concurrently.
• Is a commissioned notary or can successfully obtain a notary commission in the state of employment within a few months of starting the role.
• Must be able to work weekends and/or extended hours, including potential scheduling at any financial center location within a reasonable distance.

• Associate’s or Bachelor’s Degree in business, finance, or a related field.
• Experience working in a financial center where goals were met or exceeded.
• Retail and/or sales experience in a salary‑plus‑incentive environment.
• Experience with individual and/or team goals consistently met or exceeded.
• Experience with financial information, spreadsheets, and financial skills.
• Knowledge of banking products and services.
• Strong computer skills, including Microsoft applications and prior use of laptop technology.
• Active listening, business acumen, customer and client focus, oral communications, problem solving, account management, client experience, branding, client management, client solutions advisory, relationship building, business development, pipeline management, prospecting, referral identification, and referral management.

Minimum Education:

High School Diploma / GED / Secondary School or equivalent.

Shift: 1st shift (United States of America). Hours per week: 40.

Location:

2100 SW 336th St, Federal Way, WA 98009 (Twin Lakes BC).

Pay range: $25.97 – $31.75 hourly, based on experience, education, and skill set. Eligible for a formulaic incentive plan with monthly, quarterly, and/or annual incentive opportunities.

This role is benefits eligible. The company offers industry‑leading benefits, paid time off, and support resources to help employees make a genuine impact and contribute to sustainable growth.