Financial Service Specialist
22 hours ago
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 our bank in a professional manner.
Key Responsibilities:- Build and enhance client relationships by actively promoting our bank's products and services.
- Interview clients to determine their 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 our bank's products and services as a solution for client's 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.
- Develop, maintain, and demonstrate a thorough knowledge of our bank's products and services, documentation requirements, and systems operation.
- Perform all responsibilities in accordance with bank policies and comply with all security procedures, compliance regulations, and safety procedures.
- High school diploma or equivalent.
- Minimum of two years customer service and/or sales experience. 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 our bank's 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 – addition, subtraction, multiplication, fractions, and percentages.
- Ability to effectively utilize computer technology.
- Ability to work a flexible schedule.
- Ability to operate standard bank/office equipment such as a copy machine, telephone, fax machine, branch capture scanner, and ten-key calculator.
- Must meet NMLS registration requirements.
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Financial Service Specialist
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Tacoma, WA , USA, United States Kitsap Bank Full timeFinancial Service Specialist IAt 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...
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Financial Service Specialist
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