Financial Services Representative

7 days ago


Spokane, Washington, United States Banner Bank Full time

About the Job:

At Banner Bank, we’re looking for a talented Financial Services Representative to join our team. As a key member of our retail banking team, you will provide exceptional client experiences, process transactions accurately, and refer Bank products/services to help clients achieve their financial goals.

Main Responsibilities:

  • Process transactions efficiently and accurately, providing excellent client service and acting as the face of the Bank.
  • Assist clients in achieving their financial goals by actively referring Bank products/services and referring clients to other Bank specialists when appropriate.
  • Work effectively as a team contributor on all assignments, maintaining a high level of personal reliability and punctuality.
  • Sell Bank products and services via in-person and telephone conversations, meeting minimum referral standards set by Manager.
  • Provide back-up teller coverage or back-up personal banker coverage and assistance at various retail branch locations within a specific geographic region.

Requirements:

  • 2 or more years of teller experience, including sales experience with established goals.
  • Travel 50%.
  • Possess strong organizational skills, basic understanding of PC with Windows-based applications, and basic math, negotiation, and problem-solving skills.
  • Effective verbal and written communication skills, proper phone and email etiquette required.
  • Good interpersonal and relationship-building skills, excellent customer service skills required.

Benefits:

  • Targeted starting compensation range ($18+/hour plus $ premium on top of base pay).
  • Incentive and commission compensation may be awarded for eligible roles.
  • Comprehensive employee benefits, including medical, dental, vision, LTD, STD, and life insurance.
  • 401k (up to 4% match with immediate vesting).
  • Tuition reimbursement up to $5,250 annually (minimum service requirement).


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