Personal Banker

MECHANICS BANK • Federal Way, WA • 4h ago

Mechanics Bank is currently searching for a full time Personal Banker to join our team at our Federal Way Branch.
The Personal Banker role is responsible for growth, maintenance, and development of both new and existing personal and business banking relationships. This role demands exceptional customer service skills, beginning with welcoming customers to the bank, conducting in-depth profiles to understand their financial needs, and providing tailored recommendations based on a comprehensive understanding of the bank's offerings. Additionally, this role involves proactively pursuing new banking relationships beyond the immediate community. This position involves creating detailed profiles for each customer and maintain regular personal contact through phone calls or emails, aiming to strengthen and expand customer relationships. Beyond relationship management, the position entails a variety of universal banking duties, including operational tasks, cash handling, and other branch support activities.
What you will do:
Sales
Conduct in-depth interviews and profiling of customers to recommend suitable banking products and services.
Actively suggest strategies to help customers improve their financial position.
Identify and engage customers at risk of leaving, aiming to retain their business.
Update new and existing customer profiles to maintain accurate and current information.
Contribute significantly to the branch's growth and sales achievements.
Leverage advertising leads, prospect lists, personal and professional contacts, and internal referrals to expand customer base.
Monitor and achieve personal sales targets on a weekly and monthly basis.
Generate referrals to branch managers and business partners.
Engage in both warm and cold business developments calls as assigned by branch management.
Participate in community events and networks to increase referral-based sales.
Collaborate with other business departments to identify sales and referral opportunities, enhancing the overall customer satisfaction.
Operational Excellence and Customer Service
Perform teller and operational duties.
Open new accounts, ensuring appropriate account ownership to optimize FDIC insurance coverage, and compliance with all regulatory requirements.
Handle both basic and complex banking transactions, including changing account ownership, living trusts, guardianships accounts, estate assignments, and consumer and home equity loans.
Maintain in-depth knowledge of the bank's products to aid in acquiring business and consumer customers.
Set the standard in customer service excellence and advocacy.
Conduct satisfaction outreach to existing customers, both personal and business.
Actively listen to customers, and maintain a friendly, positive, professional attitude. Resolve difficult situations with creativity, tact, and diplomacy.
Participation in community and nonprofit events to support the bank's community reinvestment efforts.
Perform Notary Public services.
Who you are:
A Bachelor's degree in finance, Business Administration, or a related field is preferred, or at least three years of prior experience in bank sales or customer service. Sales experience in the banking or financial industry preferred.
Demonstrated sales experience with proven results including diverse customer profiles and complex needs.
Ability to identify customer needs, present banking solutions and bank products. Recognize closing opportunities and retain and grow customer relationships.
Ability to initiate customer contact through letters, email, or telephone.
Excellent business writing skills.
Ability to exercise independent judgment.
Ability to work quickly and accurately, to analyze information and make decisions.
Excellent multi-tasking skills.

Similar Jobs

Assistant Vice President, Portfolio Management - Innovation Banking

Western Alliance Bank • Seattle, WA • 3h ago

Finance, Accounting & Banking

Job Title: Assistant Vice President, Portfolio Management - Innovation Banking Location: Austin, TX What you'll do: As an AVP, Portfolio Manager - Technology Banking , you'll be responsible for analyzing, structuring, un...

3h ago

Go to Apply

Relationship Executive - Emerging Middle Market Banking - Executive Director

JPMorgan Chase • Bellevue, WA • 4h ago

Finance, Accounting & Banking

If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Relationship Executive might be perfect for y...

4h ago

Go to Apply

Banking Transformation - nCino Manager

PwC • Seattle, WA • 4h ago

Finance, Accounting & Banking

Specialty/Competency: Operations Industry/Sector: Banking and Capital Markets Time Type: Full time Travel Requirements: Up to 60% At PwC, our people in operations consulting specialise in providing consulting services on...

4h ago

Go to Apply

Mortgage Loan Originator

U.S. Bank • Seattle, WA • 4h ago

Finance, Accounting & Banking

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak...

4h ago

Go to Apply

Senior Financial Integration Developer

Ballard Spahr LLP • Seattle, WA • 17h ago

Finance, Accounting & Banking

Department: Information Technology About Us: Ballard Spahr is a nationally recognized law firm with more than 750 lawyers across 18 offices in the United States. A career at Ballard Spahr means joining a team of talented...

17h ago

Go to Apply

Sr. Finance Analyst, WWFO FP&A

Smartsheet • Bellevue, WA • 20h ago

Finance, Accounting & Banking

This role will report to our Senior Manager of FP&A located in our Bellevue, WA office. Role is remote eligible. You Will: Oversee daily rhythms for your areas of support across WWFO (Sales & CE) and Finance to p...

20h ago

Go to Apply

Accounts Receivable Representative - Remote

Providence St. Joseph Health • Renton, WA • 1d ago

Finance, Accounting & Banking

Description Accounts Receivable Representative - Remote. Candidates residing in Washington, Oregon or California are encouraged to apply. This position is responsible for the timely and accurate billing and collections o...

1d ago

Go to Apply

Teller

Columbia Bank • Enumclaw, WA • 1d ago

Finance, Accounting & Banking

About the Role: Performs teller transactions and cash handling functions for clients with accuracy and confidentiality at all times. Examples include deposits, withdrawals, cash advances, payments, transfers, check cashi...

1d ago

Go to Apply

Senior Accountant

Robert Half • Seattle, WA • 1d ago

Finance, Accounting & Banking

Description Robert Half is seeking a Senior Accountant to support a multi-billion-dollar client during a busy period. As the Senior Accountant, you will provide core US GAAP accounting activities, intercompany transactio...

1d ago

Go to Apply

Resource Center Finance Specialist

Muckleshoot Indian Tribe • Auburn, WA • 1d ago

Finance, Accounting & Banking

JOB SUMMARY The Family Resource Finance Specialist supports the financial processing and service coordination of community-based assistance programs. This position ensures timely and accurate processing of payments and d...

1d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.