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Personal Banker Sequim

2 months ago

Sequim, Washington, United States Quality Talent Group Full time
About This Role

We are seeking a highly motivated and customer-focused Associate Personal Banker to join our National Branch Network team. As a key member of our Consumer, Small & Business Banking division, you will play a critical role in delivering exceptional customer experiences and building strong relationships with our clients.

Key Responsibilities
  • Provide proactive outreach and propose suitable products, services, and digital solutions to help customers achieve their financial goals
  • Assist customers with basic requests, such as opening new accounts, completing service requests, and submitting credit applications
  • Work closely with managers and exercise judgment within defined policies and procedures
  • Develop a deep understanding of bank products and services to effectively connect with customers' needs
  • Interact with customers to demonstrate care and build trust
  • Offer tailored solutions for bank products and services to meet customers' needs
  • Refer customers' financial needs to other bankers and partners as necessary
Requirements
  • 6+ months of customer-facing experience, or equivalent demonstrated through work experience, training, military experience, or education
Preferred Qualifications
  • Customer service focus with experience handling complex transactions across multiple systems
  • Proven ability to proactively engage with customers through outreach via phone or email
  • Ability to educate and connect customers to technology and share the value of mobile banking options
  • Experience helping customers succeed financially by offering introductions to additional team members as appropriate
  • Experience working with others on a team to meet customer needs
  • Experience fostering and developing strong customer relationships
  • Ability to build strong relationships with internal partners
  • Ability to follow policies, procedures, and regulations
  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
  • Ability to interact with integrity and professionalism with customers and team members
What We Offer

We provide a comprehensive benefits package, including health benefits, 401(k) Plan, paid time off, disability benefits, life insurance, critical illness insurance, and accident insurance. We also offer parental leave, critical caregiving leave, discounts and savings, commuter benefits, tuition reimbursement, scholarships for dependent children, and adoption reimbursement.