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.

"The culture here at WTB really is like no other company. I'm 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
:
Tacoma Branch – 950 Pacific Ave Ste 105, Tacoma, WA 98402, USA

Schedule
:
Monday through Friday, 8:15 am – 5:15 pm. Schedule may vary, must be flexible.

• Establish and maintain effective relationships with clients, gaining their trust and respect by providing accurate and timely service and information.
• Provide high quality service, retention, development and expansion of client relationships.
• Work with other bank personnel to proactively meet client needs in an efficient manner across all departments.

• Provide product opportunities to clients using proactive selling techniques; efficiently and accurately open all branch‑related products.
• Maintain 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.

• 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.
• Identify opportunities and continually prospect for new clients. Generate leads through existing relationships; ask clients for referrals.
• Participate in call plans tailored to increase market penetration and client usage of bank services and identify needs in prospects to establish them as clients. Uncover clients' needs by asking the right questions; utilize need‑based selling. Report on results regularly.

• Perform transactions, new account and lending responsibilities to best serve the needs of the client.
• Maintain accountability for individual contributions to the achievement of branch and team goals, encouraging self and others to achieve results.
• Meet 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.
• Set and monitor proactive client contact standards for each individual client relationship established.
• Proactively identify and mitigate potential risks and fraudulent activities by following established policies, monitoring transactions for irregularities, and escalating concerns as appropriate.

• Comply with all Bank policies and procedures.
• Participate in branch audits.
• Maintain 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…