1st Security Bank of Washington
Personal Banker
Join to apply for the Personal Banker role at 1st Security Bank of Washington.
Join our team! 1st Security Bank team members deliver service that "WOWs" each other and our customers. We value relationships, teamwork, community, and professional growth in a safe, friendly, and progressive workplace. We celebrate diversity and support equality for all. If you share these core values and are committed to career excellence, let us help you reach your dreams!
1st Security Bank is named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest and is consistently rated a 5-star Bank in Washington State by Bauer Financial.
Position Summary A Personal Banker is responsible for selling a full range of banking services and products with an emphasis on growing customer relationships and is actively engaged in outside business development. The position has primary responsibility for sales and service delivery. The position requires exceptional customer service and problem‑solving skills. The Personal Banker actively participates in sales efforts and campaigns and customer service opportunities. Business development is also a primary focus and the Personal Banker must be able to manage time proficiently, make calls and maintain an active business pipeline.
Essential Duties and Responsibilities
Must adhere to the Core Values of 1st Security Bank and demonstrate dependability and reliability in all aspects of the position
Understands and promotes the Bank’s Customer Service Protocols in daily branch operations
Self-starter that can work under minimal supervision
Ability to multitask and prioritize job responsibilities as required while maintaining organization
Excellent and professional oral and written communication skills and follow‑up when corresponding with employees and customers
Ability to identify weaknesses in current bank processes to improve operational efficiency and the customer experience
Must know the features and benefits of 1st Security’s products and services
Required to be fully knowledgeable and skilled in the areas of teller, vault and safe deposit box to support and back‑up the team when needed
Appropriately uses open ended profiling questions during each customer interaction and recommends appropriate bank products and services
Demonstrates an excellent ability to “ask for the business” and to “close the sale”
Consistently documents appropriate customer information in a timely basis in Bank’ system of record
Opens new accounts for consumers and business customers in strict accordance with bank’s policies and procedures, including, but not limited to the Customer Information Program (CIP) and Bank Secrecy Act (BSA)
Appropriately cross‑sells additional bank’s products and services
Actively maintains a business development pipeline
Appropriately refers prospects to other bank partners (e.g. Home Lending, Community and Business Banking, Commercial)
Participates in the bank’s Community Reinvestment Act (CRA) activities and community event sponsorship efforts
Researches and resolves customer complaints when necessaryTakes action to connect with customers in a way that promotes 1st Security Bank
Achieves monthly sales, profile and outbound call goals
May be called on to be the supervisor on the team in the absence of management
Takes responsibility for learning and growth opportunities using the Branch Development Plan
Participates in branch operational and audit activities as assigned
Follows appropriate steps to ensure branch security
Travels to assigned 1st Security Bank locations as business needs require
Supports management decisions and goals in a positive, professional manner and always represents the bank with a high level of integrity
Performs other duties as assigned
Benefits and Perks
Full medical, dental, and vision coverage for individual or family plan.
Life insurance.
Long‑term disability insurance.
401K matching program.
Paid sick and vacation time.
Our Core Values
Relationship Driven
– we strive to "WOW" (surprise, excite and delight) each other and our customers.
Ethical
– fair, honest and act with integrity.
Lead by Example
– maintain a positive attitude, show respect for others, and have some fun!
Accountable
– we take our responsibilities seriously and we meet our commitments with urgency.
Team Player
– dependable, enthusiastic contributor to team success and to the greater good of the bank.
Embrace Dreams
– we encourage each other to reach for our dreams.
Diversity
– we celebrate diversity and support equality for all.
Community Oriented
– we actively support our communities and the Bank's CRA initiatives.
Open and Honest Communication
– always professional, responsive, and timely.
Education and / or Experience
High school diploma or equivalent and at least two years experience in a sales role within a financial institution
Basic Knowledge of all applicable Regulations that pertain to this position is required
Knowledge of the Bank Secrecy Act and Anti‑Money Laundering policies, procedures and related programs
Must be bondable
Computer Skills To perform this job successfully, an individual should be proficient in Microsoft Office Products and other Database software.
Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee will operate in a general office environment, using office equipment such as a phone, computer, adding machine and currency/coin counters.
The employee must be able to stand for extended periods of time and bend, reach and squat occasionally when accessing safety deposit boxes, storage or supplies.
As part of the daily work demands, occasional lifting and moving of objects up to 25 pounds is required.
The noise level in the work environment is usually quiet to moderate, as compared to a private office, with light foot traffic and office equipment. The employee must be willing and able to interact frequently with the general public.
Salary: $22.00 - $33.66 an hour
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr
Join our team! 1st Security Bank team members deliver service that "WOWs" each other and our customers. We value relationships, teamwork, community, and professional growth in a safe, friendly, and progressive workplace. We celebrate diversity and support equality for all. If you share these core values and are committed to career excellence, let us help you reach your dreams!
1st Security Bank is named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest and is consistently rated a 5-star Bank in Washington State by Bauer Financial.
Position Summary A Personal Banker is responsible for selling a full range of banking services and products with an emphasis on growing customer relationships and is actively engaged in outside business development. The position has primary responsibility for sales and service delivery. The position requires exceptional customer service and problem‑solving skills. The Personal Banker actively participates in sales efforts and campaigns and customer service opportunities. Business development is also a primary focus and the Personal Banker must be able to manage time proficiently, make calls and maintain an active business pipeline.
Essential Duties and Responsibilities
Must adhere to the Core Values of 1st Security Bank and demonstrate dependability and reliability in all aspects of the position
Understands and promotes the Bank’s Customer Service Protocols in daily branch operations
Self-starter that can work under minimal supervision
Ability to multitask and prioritize job responsibilities as required while maintaining organization
Excellent and professional oral and written communication skills and follow‑up when corresponding with employees and customers
Ability to identify weaknesses in current bank processes to improve operational efficiency and the customer experience
Must know the features and benefits of 1st Security’s products and services
Required to be fully knowledgeable and skilled in the areas of teller, vault and safe deposit box to support and back‑up the team when needed
Appropriately uses open ended profiling questions during each customer interaction and recommends appropriate bank products and services
Demonstrates an excellent ability to “ask for the business” and to “close the sale”
Consistently documents appropriate customer information in a timely basis in Bank’ system of record
Opens new accounts for consumers and business customers in strict accordance with bank’s policies and procedures, including, but not limited to the Customer Information Program (CIP) and Bank Secrecy Act (BSA)
Appropriately cross‑sells additional bank’s products and services
Actively maintains a business development pipeline
Appropriately refers prospects to other bank partners (e.g. Home Lending, Community and Business Banking, Commercial)
Participates in the bank’s Community Reinvestment Act (CRA) activities and community event sponsorship efforts
Researches and resolves customer complaints when necessaryTakes action to connect with customers in a way that promotes 1st Security Bank
Achieves monthly sales, profile and outbound call goals
May be called on to be the supervisor on the team in the absence of management
Takes responsibility for learning and growth opportunities using the Branch Development Plan
Participates in branch operational and audit activities as assigned
Follows appropriate steps to ensure branch security
Travels to assigned 1st Security Bank locations as business needs require
Supports management decisions and goals in a positive, professional manner and always represents the bank with a high level of integrity
Performs other duties as assigned
Benefits and Perks
Full medical, dental, and vision coverage for individual or family plan.
Life insurance.
Long‑term disability insurance.
401K matching program.
Paid sick and vacation time.
Our Core Values
Relationship Driven
– we strive to "WOW" (surprise, excite and delight) each other and our customers.
Ethical
– fair, honest and act with integrity.
Lead by Example
– maintain a positive attitude, show respect for others, and have some fun!
Accountable
– we take our responsibilities seriously and we meet our commitments with urgency.
Team Player
– dependable, enthusiastic contributor to team success and to the greater good of the bank.
Embrace Dreams
– we encourage each other to reach for our dreams.
Diversity
– we celebrate diversity and support equality for all.
Community Oriented
– we actively support our communities and the Bank's CRA initiatives.
Open and Honest Communication
– always professional, responsive, and timely.
Education and / or Experience
High school diploma or equivalent and at least two years experience in a sales role within a financial institution
Basic Knowledge of all applicable Regulations that pertain to this position is required
Knowledge of the Bank Secrecy Act and Anti‑Money Laundering policies, procedures and related programs
Must be bondable
Computer Skills To perform this job successfully, an individual should be proficient in Microsoft Office Products and other Database software.
Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee will operate in a general office environment, using office equipment such as a phone, computer, adding machine and currency/coin counters.
The employee must be able to stand for extended periods of time and bend, reach and squat occasionally when accessing safety deposit boxes, storage or supplies.
As part of the daily work demands, occasional lifting and moving of objects up to 25 pounds is required.
The noise level in the work environment is usually quiet to moderate, as compared to a private office, with light foot traffic and office equipment. The employee must be willing and able to interact frequently with the general public.
Salary: $22.00 - $33.66 an hour
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr