Financial Service Specialist - Personal Banker

Kitsap Bank in Bainbridge Island, WA

  • Industry: Financial Services - Banking/Investment/Finance - Banker/Loan Officer
  • Type: Full Time
  • Compensation: $71,643.33 - 167,580.00 / Year*
Join The Kitsap Bank Team as a Financial Service Specialist!
We have a great team. You ll see it on the smiling faces of our employees and hear about it from customers who often remark about the family atmosphere they feel as soon as they enter a branch. That s because we hire great people who believe as we do that customers come first. They also understand that being able to give back to the community is an honor and a responsibility that we all share. Privately held with local ownership, we are committed to doing what s best for our employees, customers and shareholders.

We have an excellent opportunity for a seasoned sales professional. Through face-to-face interactions with clients you will have the opportunity to provide a top-notch client service experience by building and enhancing client relationships through the sales of Bank products and services. Financial Service Specialists who are successful in making referrals are eligible for great quarterly incentives.

Essential Functions:

Leads key sales initiatives by meeting or exceeding individual sales goals and contributing to the achievement of branch sales goals.
Actively participates in efforts to gain and deepen client relationships by seeking opportunities to discuss and offer Kitsap Bank products and services as a solution for client s needs referring them to appropriate support staff when needed.
Interviews clients to determine banking needs. Discusses consumer and commercial products, quotes product rates when appropriate and initiates the consumer loan application process.
Opens and processes new accounts including all types of consumer and business deposit accounts and safe boxes.
Receives loan documentation and coordinates loan signings with clients.
Researches and responds to client inquiries, verifies account information, resolves client concerns or refers them to management as necessary.
Assists branch manager with branch meetings and staff training.
Actively learns, demonstrates and fosters the Kitsap Bank corporate culture in all actions and words.
Develops, maintains and demonstrates a thorough knowledge of Kitsap Bank products and services, documentation requirements and systems operation.
Performs all responsibilities in accordance with bank policies and complies with all security procedures, compliance regulations and safety procedures.
Maintain the safety and confidentiality of customer information.

Required Education, Experience, and Skills:
High school diploma or equivalent.
Minimum of two years customer service and/or sales experience. Banking or financial services industry experience preferred. Equivalent combinations of education and experience will be considered.
Knowledge of banking products and services and the consumer lending process.
Ability to assess client needs and identify opportunities for cross-selling Bank products and services.
Demonstrated success building and enhancing client relationships.
Must be a team player with a positive attitude.
Excellent customer service skills.
Strong written and verbal communication skills.
Ability to perform basic math addition, subtraction, multiplication, fractions and percentages.
Ability to effectively utilize computer technology.
Ability to operate standard bank/office equipment such as a copy machine, telephone, fax machine, branch capture scanner and ten-key calculator

Physical/Mental Requirements:
Position frequently involves hearing, speaking, fingering, standing, walking and repetitive motions of hands/wrists.
Requires use of close and distance vision.
Ability to read, write, speak and understand English and effectively communicate with Bank clients.
Travel is occasionally required to client s places of business and to attend community events.
Ability to discern information and formulate appropriate action.
Ability to lift up to 30 pounds.
Associated topics: collection analyst, loan servicing officer, loan underwriter, mortgage originator, personal banker, personal banker ii, personal banker iv, relationship, representative, sale

* Estimated salary


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