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Financial Service Specialist

2 months ago

Tacoma WA USA, United States Kitsap Bank Full time
Job Summary

The Financial Service Specialist I (FSS I) is a key role at Kitsap Bank, responsible for providing exceptional customer service and representing the bank in a professional manner to clients. This position requires building and enhancing client relationships by actively promoting the bank's products and services.

Key Responsibilities
  • Lead Sales Initiatives: Meet or exceed individual sales goals and contribute to the achievement of branch sales goals.
  • Client Relationship Building: Actively participate in efforts to gain and deepen client relationships by seeking opportunities to discuss and offer Kitsap Bank products and services as a solution for client needs.
  • Interviews and Needs Assessment: Interviews clients to determine banking needs and discusses consumer and commercial products.
  • Loan Origination and Processing: Accurately quotes rates, terms, and programs to meet client consumer lending needs and facilitates the end-to-end process from loan origination to closing for both non-real estate and real estate secured lending products.
  • Account Opening and Maintenance: Opens and processes new accounts, including all types of consumer and business deposit accounts and safe boxes.
  • Client Inquiries and Concerns: Researches and responds to client inquiries, verifies account information, resolves client concerns, or refers them to management as necessary.
  • Branch Support: Assists the branch manager with branch meetings and staff training.
  • Culture and Knowledge: Actively learns, demonstrates, and fosters the Kitsap Bank corporate culture in all actions and words and develops, maintains, and demonstrates a thorough knowledge of Kitsap Bank products and services, documentation requirements, and systems operation.
  • Security and Confidentiality: Maintains the safety and confidentiality of customer information.
  • Teller Support: Backs up the teller line as necessary and accurately and efficiently processes and records routine teller transactions for bank clients.
Requirements
  • Education: High school diploma or equivalent.
  • Experience: Minimum of two years of customer service and/or sales experience, with banking or financial service industry experience preferred.
  • Cash Handling: Minimum of two years of cash handling experience.
  • Knowledge and Skills: 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, and ability to perform basic math and effectively utilize computer technology.
  • Registration Requirements: Must meet NMLS registration requirements.