Personal Banker

Overview

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.

Airway Heights Branch – 10609 W. State Route 2, Spokane, WA 99224, USA

Schedule
:
Monday through Friday, 8:15am to 6:15pm;
Saturday 9:45am to 2:15pm. Schedule may vary; must be flexible. Regular, reliable attendance required.

• Client Relationships and Service:
  Establishes and maintains effective relationships with clients, gaining their trust and respect by providing accurate and timely service and information.
• 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.

• 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 market penetration and client usage of bank services; 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.

• 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.

• 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.

• 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.

Personal Banker I-II
: $20.00 to $26.75

The compensation range represents the low and high end of the base…