Personal Banker III

Department:
Consumer Banking

Location:
Spokane, WA

Provides a full range of banking services with emphasis on assessing customers personal financial needs, consumer and small business lending, and excellent customer service.

• Aggressively sells all bank products including checking, savings, certificates of deposits, IRAs, visa merchant accounts, equity loans, lines of credit, small business loans, commercial loans, etc.
• Cross-sells bank products or services to existing and potential customers through in-person sales sessions as well as by phone, written correspondence and external sales calls.
• Maintains excellent customer service, which includes prompt acknowledgment of customer, friendly and courteous disposition, customer satisfaction on transaction requests, and professional image.
• Provides information and refers customers seeking other services; including mortgage.
• Answers questions or resolves complex technical problems on customer accounts.
• Accepts consumer and small business loan applications and reviews for completeness.
• Maintains high product knowledge by learning new selling techniques, new products and market trends.
• May plan and coordinate Financial Center sales and training meetings.
• May assist in the planning and implementation of Financial Center sales promotion campaigns.
• May perform bookkeeping duties related to the balancing/reconcilement of accounts and reports.
• Maintains accurate records of all sales production and prepares a weekly report; including number of new accounts sold; core and non core dollar amount deposited, type of funds deposited, and cross-sell ratio.
• Meet or exceed sales goals.
• Assist with the responsibility of the financial center in the manager’s absence.
• May supervise personnel and/or procedures within assigned area of responsibility, including training new Personal Bankers and scheduling work hours.

College degree or equivalent and two years experience performing duties of Personal Banker II; or combination of education and experience.

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