Personal Banker

3 weeks ago


Okanogan, Washington, United States Wheatland Bank Full time
About the Role

We are seeking a highly skilled Personal Banker to join our team at Wheatland Bank. As a key member of our Okanogan Branch, you will be responsible for delivering exceptional customer service and assisting clients with a wide range of banking needs.

Key Responsibilities
  • Open new accounts, process necessary information, and educate clients on available services and products.
  • Provide assistance with various customer services, including account management, safe deposit boxes, and loan applications.
  • Explain and expedite the opening, closing, transfer, and rollover of IRA certificates.
  • Assist clients with opening Certificate of Deposits (CDs) and educate them on penalties and earnings.
  • Provide backup support to tellers as needed.
  • Set up auto transfers and sign up clients for ACH transfers and wires.
  • Comply with applicable laws and regulations, including the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
  • Use every customer contact as an opportunity to advise clients on additional services or programs that may benefit them.
About You

To be successful in this role, you will need:

  • Minimum of six months of similar or related experience.
  • High school diploma or GED required.
Work Environment

You will be working in a climate-controlled shared work environment with moderate noise levels.Physical Demands

The physical demands of this role include:

  • Sitting for extended periods.
  • Using hands to perform repetitive motions.
  • Talking and hearing.

You will also be required to operate routine office equipment, including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators.

What We Offer

We offer a competitive compensation package, including:

  • Hourly pay range of $19.00 to $26.00 per hour, dependent on relevant experience.
  • An extensive benefits package, including medical, dental, vision, and life insurance.
  • A health savings account option.
  • An Employee Assistance Program (EAP).
  • A health rewards program.
  • A 401(k) retirement savings plan.
  • Discounts on banking products and services.
  • Paid sick, holiday, and vacation time.
  • The ability to participate in incentive plans.

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