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Personal Banker by Phone
Category: Banking
  • We need you for Full-Time
  • Your pay will be discussed at your interview
  • Closing Date: 4/27/2018

Job code: lhw-e0-88393196

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Baker Boyer National Bank

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  Job posted:   Tue Apr 17, 2018
  Distance to work:   ? miles
  1 Views, 0 Applications  
Personal Banker by Phone
Personal Banker by Phone

Job Description:

Position Title: Personal Banker by Phone

FLSA Status: Non-Exempt/HourlyLevel: 7-8Department/Group: Contact CenterReports To: Contact Center Branch ManagerABOUT BAKER BOYER:Baker Boyer is the oldest independently owned community bank in the Pacific Northwest. We are Eastern Washington's trusted financial advisor, serving the Walla Walla valley, Kennewick, and Yakima communities, providing wealth management as well as personal and business banking services.ABOUT THE PERSONAL BANKER BY PHONE ROLE:

Baker Boyer seeks a positive individual to engage and connect clients with services to best fit needs. Acts as a Personal Banker over the telephone and web. Works closely with co-workers & other departments to make our clients and the bank successful. Must be self-motivated with aspirations to be the best. An energetic team player who is willing to: learn from and help others, work together to make our clients and the bank successful, and to be alert to client opportunities and referrals in other areas of the bank.

ROLES AND RESPONSIBILITIES· Strengthens and develops client relationships and acts as an integral contributor in the team concept for client relationships.§ Goal oriented, self-motivated and enthusiastic to provide extraordinary client service.

Physical Demands/ Conditions Requirements:The job tasks and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made as appropriate to enable individuals with qualified disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit, write, type, speak, & listen; the employee must have the ability to sit or stand at a desk and work on a computer for long periods of time. The employee is occasionally required to stand, walk, reach, stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color and peripheral vision, depth perception and ability to adjust focus. Ability to display positive attitude and genuine listening skills with clients.

Equipment Used:

General office equipment, computers, printers, scanners,ATM,and FAX equipment.

· Identifies client needs and proactively recommends products and services that fit those needs.

· Help clients grow, protect and secure family legacies.

· Acts as technical support for a variety of the Bank's online services.

· Attains calling and referral goals.

· Handles service issues of clients both on the phone and in person by researching & resolving concerns, and acting as the liaison between other bank departments when necessary.

· Documents client activity and events in client relationship management software.

+ Maintains a thorough knowledge of the Bank's products, services, policies, procedures and federal regulations.

+ Maintains the security and confidentiality of Bank and client information.

+ Is flexible with shift availability.

+ Builds, retains, and expands internal relationships.

+ Assists coworkers with a variety of client banking situations.

+ Collaborates with team members from all lines of business to carry out the Bank's strategic plan.

+ Performs additional duties as requested.


§ Ability to make connections and guide clients with services to meet needs.

§ Excellent client service skills; able to deliver professional and courteous contact with the public on the phone or through written correspondence.

§ Ability to proactively build and maintain positive relationships by portraying an approachable and open-minded outlook.

§ Ability to portray a highly professional image at all times by observing bank dress guidelines and exemplifying self-confidence and poise.

§ Strong knowledge and ability to use and/or learn Microsoft Office Suite (Word, Excel, Outlook) with proficiency and accuracy.

§ Strong verbal and written communication skills. Ability to read, write, speak and understand English.

§ Ability to deal with problems involving several variables in standardized situations, or seek additional support when needed.

§ Strong time management skills, attention to detail and accuracy; ability to efficiently organize and prioritize multiple tasks.

§ Knowledge of/or ability to easily learn and maintain banking policies and procedures

§ Bilingual Spanish preferred

Education and Experience Requirements:

Associate's Degree; and/or two to three years related experience preferred. General understanding of banking and/or financial services industry desired.

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