Financial Service Specialist

8 hours ago

Tacoma WA USA, United States Kitsap Bank Full time
Financial Service Specialist I

At Kitsap Bank, we are seeking a highly motivated and customer-focused Financial Service Specialist I to join our team. As a key member of our banking team, you will be responsible for providing exceptional customer service and representing the bank in a professional manner.

Key Responsibilities:
  • Build and enhance client relationships by actively promoting the bank's products and services.
  • Interview clients to determine banking needs and make appropriate referrals.
  • Lead key sales initiatives by meeting or exceeding individual sales goals and contributing to the achievement of branch sales goals.
  • 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, and resolve client concerns or refer them to management as necessary.
  • Assist branch manager with branch meetings and staff training.
  • Develop, maintain, and demonstrate a thorough knowledge of Kitsap Bank products and services, documentation requirements, and systems operation.
Requirements:
  • High school diploma or equivalent.
  • Minimum of two years customer service and/or sales experience, with banking or financial service industry experience preferred.
  • Minimum of two years cash handling experience.
  • Knowledge of banking products and services and the consumer lending process.
  • Ability to assess client needs and identify opportunities for cross-selling bank products and services.
  • Demonstrated success building and enhancing client relationships.
  • Must be a team player with a positive attitude.
  • Excellent customer service skills.
  • Strong written and verbal communication skills.
  • Ability to perform basic math and effectively utilize computer technology.
  • Ability to work a flexible schedule.
Benefits:
  • Medical, dental, and vision insurance.
  • Flexible spending accounts and health 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.
Retirement:
  • 401(k) with a 4% match and profit sharing.
Time Off:
  • 10 vacation days (prorated during the first year).
  • 2 personal days.
  • 1 volunteer time off day.
  • 11 holidays.
  • 1 sick day per month.

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