Personal Banker

About the role

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!

If you are the type of individual that would enjoy working at one of the Puget Sound's Best Places to Work for 10 years in a row and focuses on providing an exceptional client experience, then 1st Security Bank is the place for you. 1st Security Bank was named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5-star Bank in Washington State by Bauer Financial, an independent bank rating firm.

Responsibilities

• Sell a full range of banking services and products with an emphasis on growing customer relationships
• Actively engage in outside business development
• Provide primary responsibility for sales and service delivery
• Adhere to the Core Values of 1st Security Bank and demonstrate dependability and reliability
• Promote the Bank’s Customer Service Protocols in daily branch operations
• Work as a self-starter with minimal supervision
• Multitask and prioritize job responsibilities while maintaining organization
• Communicate professionally and follow up when corresponding with employees and customers
• Identify weaknesses in current bank processes to improve operational efficiency and the customer experience
• Know the features and benefits of 1st Security’s products and services
• Be fully knowledgeable and skilled in teller, vault, and safe deposit box operations to support and back-up the team when needed
• Use open-ended profiling questions during each customer interaction and recommend appropriate bank products and services
• Demonstrate an excellent ability to “ask for the business” and to “close the sale”
• Document customer information in a timely basis in the Bank’s system of record
• Open new accounts for consumers and business customers in strict accordance with bank’s policies and procedures, including the Customer Information Program (CIP) and Bank Secrecy Act (BSA)
• Cross-sell additional bank products and services
• Maintain an active business development pipeline
• Refer prospects to other bank partners (e.g., Home Lending, Community and Business Banking, Commercial)
• Participate in the bank’s Community Reinvestment Act (CRA) activities and community event sponsorship efforts
• Research and resolve customer complaints when necessary
• Connect with customers in a way that promotes 1st Security Bank
• Achieve monthly sales, profile, and outbound call goals
• Act as supervisor on the team in the absence of management when called upon
• Take responsibility for learning and growth opportunities using the Branch Development Plan
• Participate in branch operational and audit activities as assigned
• Follow appropriate steps to ensure branch security
• Travel to assigned 1st Security Bank locations as business needs require
• Support management decisions and goals in a positive, professional manner and always represent the bank with a high level of integrity

Requirements

• 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
• Knowledge of the Bank Secrecy Act and Anti-Money Laundering policies, procedures, and related programs
• Must be bondable

Skills

• Proficient in Microsoft Office products and other database software

Physical demands and work environment

• 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
• Occasional lifting and moving of objects up to 25 pounds is required
• The noise level in the work environment is usually quiet to moderate, with light foot traffic and office equipment
• The employee must be willing and able to interact frequently with the general public

Pay

$22.00 - $33.66 an hour

Benefits

• 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