Premier Banking Officer

Federal Way
31827-B Pacific Hwy South
Federal Way, WA 98003, USA

Federal Way
31827-B Pacific Hwy South
Federal Way, WA 98003, USA

Seeking a results-driven Premier Banking Officer to join our team. In this role, you will be responsible for driving the growth of the bank's client base by acquiring new deposits, booking loans, and generating fee income. This role is ideal for a dynamic professional who excels in building relationships, providing exceptional customer service, and meeting sales targets. Your performance will be measured by your ability to achieve deposit, loan, fee income targets, and delivering standout customer service.

• 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.

Job Qualifications/Requirements

Prior Experience

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

Skill

• 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…