Personal Banker

About the role

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. As a Personal Banker, you will sell a full range of banking services and products with an emphasis on growing customer relationships and outside business development. This position focuses on sales and service delivery, requiring exceptional customer service and problem-solving skills.

1st Security Bank has been 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, an independent bank rating firm.

Responsibilities

• Adhere to the Core Values of 1st Security Bank and demonstrate dependability and reliability.
• Understand and promote the Bank’s Customer Service Protocols in daily branch operations.
• Work as a self-starter with minimal supervision, multitask, and prioritize job responsibilities.
• Maintain excellent and professional oral and written communication skills.
• Identify weaknesses in current bank processes to improve operational efficiency and customer experience.
• Know the features and benefits of 1st Security’s products and services.
• Be fully knowledgeable and skilled in teller operations, vault, and safe deposit box procedures to support the team.
• Use open-ended profiling questions during customer interactions and recommend appropriate bank products and services.
• Demonstrate ability to "ask for the business" and "close the sale."
• Document customer information in the bank’s system of record in a timely manner.
• Open new accounts for consumers and business customers in accordance with bank policies, including CIP and 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.
• 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.
• 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.
• Perform other duties as assigned.

Requirements

• High school diploma or equivalent.
• At least two years of experience in a sales role within a financial institution.
• Basic knowledge of all applicable regulations pertaining to the 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.
• Strong customer service and problem-solving skills.
• Excellent oral and written communication skills.
• Ability to multitask and prioritize job responsibilities.
• Ability to stand for extended periods, bend, reach, and squat occasionally.
• Occasional lifting and moving of objects up to 25 pounds.

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.

Pay

$22.00 to $33.66 per hour.

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 meet our commitments with urgency.
• Team Player: Dependable, enthusiastic contributor to team success and 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.