Personal Banker

WASHINGTON TRUST BANK • Spokane, WA • 2h ago

Description Join a team that puts client experience at the heart of every decision. This role focuses on building strong relationships while serving as a point-of-sale expert for deposit and lending products. You'll engage in individual and team sales strategies, receive comprehensive training on Washington Trust Bank's products, and develop top-tier service and regulatory knowledge to support both internal and external clients. "The culture here at WTB really is like no other company. I'm lucky to be able to be a part of such a family-oriented organization, and I love welcoming people into it and showing them what makes this such a special place to work." - Becky Sechler, Director of Retail Banking and Client Delivery Location: Maple & Garland Branch - 3810 N Maple Street, Spokane WA 99205 Schedule: Monday - Friday, 8:15 AM - 6:15 PM. Schedule may vary, must be flexible. Regular, reliable attendance required. Essential Functions Client Relationships and Service Establishes and maintains effective relationships with clients, gaining their trust and respect by providing accurate and timely service and information. Provides high quality service, retention, development and expansion of client relationships. Works with other bank personnel to proactively meet client needs in an efficient manner across all departments. Product Knowledge and Selling Provides product opportunities to clients using proactive selling techniques; efficiently and accurately opens all branch-related products. Maintains current knowledge of all Retail Banking products, to identify and resolve clients' needs. Introduce and cross-sell new and existing bank products by identifying client needs through thoughtful, needs-based conversations. Leverage strategic questioning to match products with client goals. Sales and Marketing Engage with clients both over the phone and in person as they walk into the branch, identifying opportunities to present products and services that meet their needs. Responsible for marketing consumer and small business banking products including preparing for client calls, making sales calls, and call follow-up. Identifies opportunities and continually prospects for new clients. Generates leads through existing relationships; asks clients for referrals. Participates in call plans tailored to increase the market penetration and client usage of bank services and identifies needs in prospects to establish them as clients. Uncovers clients' needs by asking the right questions; utilizes need-based selling. Reports on results will be recorded and reported on a regular basis. Additional Responsibilities Perform transactions, new account and lending responsibilities to best serve the needs of the client. Maintains accountability for individual contributions to the achievement of branch and team goals, encouraging self and others to achieve results. Meets with manager to discuss sales strategy calls and report results related to current branch focus. Participate in community affairs and activities where warranted for effective business development and community exposure. Sets and monitors proactive client contact standards for each individual client relationship they establish Proactively identifies and mitigates potential risks and fraudulent activities by following established policies, monitoring transactions for irregularities, and escalating concerns as appropriate. Administrative Complies with all Bank policies and procedures. Participate in branch audits. Maintains knowledge of compliance and regulatory issues as appropriate. Perform compliance and risk management duties as required or assigned. Regular, reliable attendance is required. Qualifications Excellent written and verbal communication and interpersonal skills with clients, co-workers and mana

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