Financial Service Specialist Lead

5 days ago

Kingston, Washington, United States Kitsap Bank Full time
Job Summary:

We are seeking a Financial Service Specialist to join our team at Kitsap Bank. As a key member of our team, you will provide exceptional customer service and represent the bank in a courteous and professional manner.

About Us:

Kitsap Bank is an independently owned, local bank with a rich history dating back to 1908. We are committed to being responsible stewards of the resources entrusted to us by our customers, communities, and the environment.

As a local, woman and family-owned company, our culture is built on a foundation of supporting others - giving back both time and money into the causes that enrich our communities. Our employees have recognized us numerous times as one of Washington's Best Workplaces.

Salary and Benefits:

The salary for this position ranges from $17.53 to $32.04 per hour, depending on experience and qualifications. In addition to a competitive salary, we offer a comprehensive benefits package, including medical, dental, and vision coverage, flexible spending accounts, lifestyle spending accounts, health reimbursement accounts, employee assistance program, company-sponsored life/AD&D and long-term disability insurance, voluntary plans (accident, hospital indemnity, critical illness, short-term disability, cancer riders, and life/AD&D insurance), pet insurance, and 401(k) matching.

Responsibilities:
  • Provide exceptional customer service and represent the bank in a courteous and professional manner.
  • Build and enhance client relationships by actively promoting the bank's products and services.
  • Interview clients to determine banking needs and make appropriate referrals to enhance client relationships.
  • Lead key sales initiatives by meeting or exceeding individual sales goals and contributing to the achievement of branch sales goals.
  • Actively participate in efforts to gain and deepen client relationships by seeking opportunities to discuss and offer bank products and services as a solution for client needs.
  • Accurately quote rates, terms, and programs to meet client consumer lending needs.
  • Facilitate the end-to-end process from loan origination to closing for both non-real estate and real estate secured lending products.
  • Open and process new accounts, including all types of consumer and business deposit accounts and safe boxes.
  • Research and respond to client inquiries, verify account information, resolve client concerns, or refer them to management as necessary.
  • Assist branch manager with branch meetings and staff training.
Requirements:
  • Bachelor's degree in finance, business administration, or related field.
  • Minimum two years of customer service and/or sales experience, preferably in the banking or financial services industry.
  • Minimum two years of cash handling experience.
  • Knowledge of banking products and services, including consumer lending processes.
  • Ability to assess client needs and identify opportunities for cross-selling bank products and services.
  • Demonstrated success building and enhancing client relationships.
  • Excellent communication and interpersonal skills.
  • Able to work in a fast-paced environment and adapt to changing priorities.
Why Join Us?

At Kitsap Bank, we value our employees and offer a supportive work environment, opportunities for growth and development, and a competitive compensation and benefits package. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.

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