Financial Services Representative III

2 weeks ago

Bellevue, Washington, United States Banner Bank Full time

About Us:

With a legacy spanning over 130 years, we uphold core values that remain timeless: listening, learning, and assisting both businesses and individuals in achieving their financial aspirations. Our financial robustness and stability have earned us recognition from Forbes as one of the Best 100 Banks in America for eight consecutive years, and we have also been acknowledged by Newsweek as one of the Most Trustworthy Companies for the past four years.

Operating with more than $15 billion in assets and over 150 locations across various states, we are acutely aware of our economic responsibilities and take them seriously. Alongside providing capital to personal banking clients and businesses of all sizes, we prioritize employee volunteerism and contribute millions annually to community organizations.

Role Overview:

As a Senior Banking Associate, you will be responsible for processing client transactions with precision and efficiency, adhering to established policies and procedures. You will also refer clients to appropriate Bank products and specialists when necessary.

Key Responsibilities:

  • Ensure accurate and efficient transaction processing while delivering an exceptional client experience and representing the Bank professionally.
  • Support clients in reaching their financial objectives by actively promoting Bank products and services, and directing clients to other specialists as needed. Take a leadership role in sales, operations, and client service.
  • Assist in branch operations and contribute to the training, mentoring, and coaching of the teller team.
  • Collaborate effectively as a team member on all assignments, ensuring quality work is completed within deadlines, with or without direct supervision.
  • Maintain a high level of personal reliability and punctuality.
  • Engage in selling Bank products and services through in-person and telephone interactions, meeting minimum referral standards set by management. May involve opening new accounts following the established sales process.
  • Adhere to all policies, procedures, security protocols, and government regulations.

Qualifications:

  • High school diploma required (an equivalent combination of education and experience may be considered).
  • A minimum of 4 years of teller experience, including sales experience with established goals, is required.

Skills and Abilities:

  • Strong organizational skills with attention to detail.
  • Basic proficiency in PC applications and calculators.
  • Fundamental math, negotiation, and problem-solving skills.
  • Effective verbal and written communication skills; proper phone and email etiquette are essential.
  • Excellent interpersonal and relationship-building skills, with a strong emphasis on customer service.
  • Ability to work during branch hours.

Compensation and Benefits:

  • Starting compensation range is based on location and experience.
  • Incentive and commission compensation may be available for eligible roles.
  • Comprehensive employee benefits package, including medical, dental, vision, long-term disability, short-term disability, and life insurance.
  • Paid vacation, sick leave, personal days, volunteer time, and 11 company-paid holidays.
  • 401(k) plan with up to 4% match and immediate vesting.
  • Tuition reimbursement up to $5,250 annually (subject to minimum service requirements).

We are an Equal Opportunity Employer committed to fostering diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability, or protected veteran status.

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