Talent.com
Personal Banker
Personal BankerWashington Trust Bank • Boise, ID, United States
Personal Banker

Personal Banker

Washington Trust Bank • Boise, ID, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Description

Join a team that puts client experience at the heart of every decision. This role focuses on building strong relationships while serving as a point-of-sale expert for deposit and lending products. You'll engage in individual and team sales strategies, receive comprehensive training on Washington Trust Bank's products, and develop top-tier service and regulatory knowledge to support both internal and external clients.

"The culture here at WTB really is like no other company. I'm lucky to be able to be a part of such a family-oriented organization, and I love welcoming people into it and showing them what makes this such a special place to work." - Becky Sechler, Director of Retail Banking and Client Delivery

Location : Overland Branch - 7802 W Overland Rd, Boise, ID 83709

Schedule : Monday thru Thursday, 8 : 15-5 : 15; Fridays 8 : 15-6 : 15; and Saturdays 9 : 45-2 : 15. Schedule may vary, must be flexible. Regular, reliable attendance required.

Essential Functions

Client Relationships and Service

  • Establishes and maintains effective relationships with clients, gaining their trust and respect by providing accurate and timely service and information.
  • Provides high quality service, retention, development and expansion of client relationships.
  • Works with other bank personnel to proactively meet client needs in an efficient manner across all departments.

Product Knowledge and Selling

  • Provides product opportunities to clients using proactive selling techniques; efficiently and accurately opens all branch-related products.
  • Maintains current knowledge of all Retail Banking products, to identify and resolve clients' needs.
  • Introduce and cross-sell new and existing bank products by identifying client needs through thoughtful, needs-based conversations. Leverage strategic questioning to match products with client goals.
  • Sales and Marketing

  • Engage with clients both over the phone and in person as they walk into the branch, identifying opportunities to present products and services that meet their needs.
  • Responsible for marketing consumer and small business banking products including preparing for client calls, making sales calls, and call follow-up.
  • Identifies opportunities and continually prospects for new clients. Generates leads through existing relationships; asks clients for referrals.
  • Participates in call plans tailored to increase the market penetration and client usage of bank services and identifies needs in prospects to establish them as clients. Uncovers clients' needs by asking the right questions; utilizes need-based selling. Reports on results will be recorded and reported on a regular basis.
  • Additional Responsibilities

  • Perform transactions, new account and lending responsibilities to best serve the needs of the client.
  • Maintains accountability for individual contributions to the achievement of branch and team goals, encouraging self and others to achieve results.
  • Meets with manager to discuss sales strategy calls and report results related to current branch focus.
  • Participate in community affairs and activities where warranted for effective business development and community exposure.
  • Sets and monitors proactive client contact standards for each individual client relationship they establish
  • Proactively identifies and mitigates potential risks and fraudulent activities by following established policies, monitoring transactions for irregularities, and escalating concerns as appropriate.
  • Administrative

  • Complies with all Bank policies and procedures.
  • Participate in branch audits.
  • Maintains knowledge of compliance and regulatory issues as appropriate.
  • Perform compliance and risk management duties as required or assigned.
  • Regular, reliable attendance is required.
  • Qualifications

  • Excellent written and verbal communication and interpersonal skills with clients, co-workers and management, building appropriate rapport at all levels.
  • Ability to listen and ask appropriate questions to best serve the client.
  • Flexible and adaptable to change.
  • Strong ability to prioritize and handle multiple tasks with accurate attention to detail.
  • Strong problem solving and decision-making skills, using logic to solve problems with effective solutions.
  • High degree of PC based technical skills, including proficiency with Microsoft Suite of products and other necessary applications.
  • Required to maintain the security and confidentiality of Bank and client information.
  • May be required to have or obtain a Mortgage Loan Originator registration number through the Nationwide Mortgage Licensing System & Registry (NMLS).
  • Join us in one of our 40+ Washington, Idaho, or Oregon branches as we work toward maintaining a strong, trust-based community in our branches, our bank, with our clients, and in our greater communities.

    Pay Range :

    Personal Banker I-II : $20.00 to $25.72

    The compensation range represents the low and high end of the base compensation range for this position located in Boise, Idaho. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is also eligible to participate in an applicable incentive compensation plan.

    What Our Culture Can Offer You :

    Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work / Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.

    Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outline by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.

    Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

    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.

    [job_alerts.create_a_job]

    Personal Banker • Boise, ID, United States

    [internal_linking.similar_jobs]
    Licensed Marriage and Family Therapist

    Licensed Marriage and Family Therapist

    Headway • Boise, ID, US
    [job_card.full_time]
    Licensed Marriage and Family Therapist (LMFT).Wage : Between $90-$127 an hour.Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Test Products from Home – $25-$45 / hr + Freebies

    Test Products from Home – $25-$45 / hr + Freebies

    OCPA • Emmett, Idaho, us
    [job_card.part_time] +1
    Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of bet...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Family Medicine Physician

    Family Medicine Physician

    Trinity Health • Kuna, ID, United States
    [job_card.full_time]
    Saint Alphonsus Medical Group (SAMG) is a physician led and accountable 650 provider multispecialty group practice seeking a Family Medicine Physician (MD / DO) to work full-time at its Kuna Clinic.T...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Opportunity - Explore Side Hustles & Earn Extra Income

    Remote Opportunity - Explore Side Hustles & Earn Extra Income

    Finance Buzz • Emmett, Idaho, US
    [filters.remote]
    [job_card.temporary]
    FinanceBuzz is looking for everyday people to test-drive some of the most popular online money-making methods.This remote opportunity lets you earn extra income while reviewing real, flexible side ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    PA - Urgent Care

    PA - Urgent Care

    Saint Alphonsus Kuna Clinic • Kuna, ID, United States
    [job_card.part_time] +1
    Advanced Practice - PA (Physician Assistant) - Kuna, ID.Schedule : Varies; Sunday - Saturday, 12-hour shifts.Additionally, the Urgent Care provider has the opportunity to provide quality care for sp...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Telemedicine Physician

    Telemedicine Physician

    QuickMD • Emmett, ID, US
    [job_card.full_time]
    QuickMD is a leading telemedicine provider, delivering high-quality virtual care across 44 states.Since our founding in 2019, we have helped more than 100,000 patients access essential medical trea...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Licensed Insurance Sales Representative - B2B

    Licensed Insurance Sales Representative - B2B

    InsuranceJobs.com • Boise, Idaho, United States
    [job_card.full_time]
    Licensed Insurance Sales Representative – Take Control of Your Financial Future.You earned your license—now turn it into unlimited income!. You’ve already finished the hard part an...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Caregiver

    Caregiver

    All Ways Caring HomeCare • Kuna, ID, United States
    [job_card.full_time]
    At All Ways Caring HomeCare our Caregivers play a crucial role in providing individualized care that suits the needs of each client in the comfort of their homes. It is our goal to identify individu...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Executive Personal Assistant (Full-Time & Part-Time)

    Remote Executive Personal Assistant (Full-Time & Part-Time)

    GOLD GATE • Meridian, Idaho
    [filters.remote]
    [job_card.full_time] +1
    [filters_job_card.quick_apply]
    Remote – Accepting applicants across the United States.Full-Time : $24 – $32 per hour (based on experience).Part-Time : $18 – $25 per hour. We are seeking a highly organized, proacti...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Relationship Coach

    Relationship Coach

    Headway • Boise, ID, US
    [job_card.full_time]
    Licensed Marriage and Family Therapist (LMFT) Wage : Between $90-$127 an hour Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? Headway is here to ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Side Income Opportunity - Work Your Own Hours

    Side Income Opportunity - Work Your Own Hours

    Finance Buzz • Emmett, Idaho, US
    [job_card.part_time] +1
    We’re offering a part-time opportunity for individuals who want to earn extra cash without disrupting their main job or studies. This role gives you the freedom to work from home at your own pace, l...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Family Practice - Without OB Physician

    Family Practice - Without OB Physician

    Enterprise Medical Recruiting • Kuna, Idaho, United States
    [job_card.permanent]
    Join private practice with 2 family medicine physicians in Kuna, Idaho, just minutes from Boise.The group is looking for a Family Medicine physician with or without Obstetrics.Need is due to commun...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Personal Banker

    Personal Banker

    Washington Trust Bank • Boise, ID, United States
    [job_card.full_time]
    Join a team that puts client experience at the heart of every decision.This role focuses on building strong relationships while serving as a point-of-sale expert for deposit and lending products.Yo...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Family Practice - Without OB Physician

    Family Practice - Without OB Physician

    Saint Alphonsus Health System • Kuna, ID, United States
    [job_card.full_time]
    Traditional clinic work week, M-F; up to 34 patient contact hours, with work week flexibility.Practice call shared with other Family Medicine physicians (Appx 1 : 35), phone only with triage service....[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Relationship Banker

    Relationship Banker

    Bank of America • Meridian, ID, US
    [job_card.full_time]
    Bank Of America Job Opportunity.At Bank Of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Gro...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Banker I- 10th & Bannock

    Banker I- 10th & Bannock

    Banner Bank • Boise, ID, United States
    [job_card.full_time]
    More than 130 years ago, we started with core values that never go out of style : listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key rea...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Family Medicine - Kuna, ID

    Family Medicine - Kuna, ID

    HealthEcareers - Client • Kuna, ID, USA
    [job_card.full_time]
    Saint Alphonsus Medical Group (SAMG).Family Medicine Physician (MD / DO) to work full-time at its Kuna Clinic.The Kuna Clinic is located in a growing Boise suburb. Our team is dedicated to providing s...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Get Paid to Test Products at Home – Flexible Hours, Weekly Pay

    Get Paid to Test Products at Home – Flexible Hours, Weekly Pay

    OCPA • Emmett, Idaho, us
    [job_card.part_time] +1
    Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of bet...[show_more]
    [last_updated.last_updated_30] • [promoted]