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Financial Services Representative

2 months ago

Edmonds, Washington, United States Banner Bank Full time
About the Role

We are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Banner Bank. As a Financial Services Representative, you will play a critical role in providing exceptional customer service and building strong relationships with our clients.

Key Responsibilities
  • Provide excellent customer service and support to clients, responding to their financial needs and inquiries.
  • Process transactions accurately and efficiently, ensuring that all client interactions are handled in a professional and courteous manner.
  • Assist clients in achieving their financial goals by actively referring Bank products and services, and selling Bank products and services through in-person and telephone conversations.
  • Maintain a high level of personal reliability and punctuality, and work effectively as a team contributor on all assignments.
Requirements
  • 3 or more months of job-related experience, including cash handling, client service, and sales.
  • Strong organizational skills, basic skills in math, negotiation, and problem solving.
  • Effective verbal and written communication skills, with proper phone and email etiquette.
  • Good interpersonal and relationship-building skills, with excellent customer service skills.
What We Offer
  • Targeted starting hourly range (based on experience): $18+/hour.
  • Comprehensive employee benefits, including medical, dental, vision, LTD, STD, and life insurance.
  • Paid vacation time, sick time, and 11 company-paid holidays.
  • Tuition reimbursement.
  • 401(k) with up to 4% match.