Part-Time Personal Banker

Washington Trust Bank•Spokane, WA

7h•$20 - $27•Onsite

About The Position

The Part-Time Personal Banker focuses on building strong client relationships and serving as a point-of-sale expert for deposit and lending products. The role uses individual and team sales strategies, with training on Washington Trust Bank products and development of service and regulatory knowledge to support internal and external clients. The position is based at the Indiana Branch in Spokane, Washington, and is scheduled for approximately 23.5 hours per week: Monday and Friday from 10:00 a.m. to 3:00 p.m., and Tuesday through Thursday from 11:00 a.m. to 3:00 p.m. The schedule may vary and requires flexibility. The position is benefits eligible. The Personal Banker provides accurate, timely, high-quality service; develops and expands client relationships; identifies client needs through thoughtful, needs-based conversations; and presents appropriate deposit, lending, consumer banking, and small business banking products. The role involves branch transactions, account opening and lending responsibilities, prospecting and sales calls, referrals, participation in community activities, achievement of branch and individual goals, and ongoing client contact. The employee also follows bank policies and compliance requirements, participates in branch audits, and helps identify and escalate potential risks or fraudulent activity. Washington Trust Bank describes its benefits as including health, financial, retirement, and work/life benefits. The role is eligible to participate in an applicable incentive compensation plan. The stated base pay range for Personal Banker I-II in Spokane, Washington, is $20.00 to $26.75; actual compensation may vary based on factors including location, experience, and performance.

Requirements

Excellent written and verbal communication and interpersonal skills, including the ability to build rapport with clients, coworkers, and management.
Ability to listen and ask appropriate questions to serve clients effectively.
Flexible and adaptable to change.
Ability to prioritize and manage multiple tasks with accurate attention to detail.
Strong problem-solving and decision-making skills, including using logic to develop effective solutions.
Strong PC-based technical skills, including proficiency with Microsoft Suite products and other necessary applications.
Ability 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).

Responsibilities

Establish and maintain effective client relationships by providing accurate and timely service and information.
Provide high-quality service and support client retention, development, and relationship expansion.
Coordinate with other bank personnel to meet client needs efficiently across departments.
Present product opportunities using proactive selling techniques and open branch-related products accurately and efficiently.
Maintain current knowledge of Retail Banking products to identify and resolve client needs.
Introduce and cross-sell new and existing bank products through thoughtful, needs-based conversations and strategic questioning.
Engage with clients in person and by phone to identify opportunities to present relevant products and services.
Market consumer and small business banking products by preparing for client calls, making sales calls, and following up.
Prospect for new clients, generate leads through existing relationships, and request client referrals.
Participate in call plans to increase market penetration and client use of bank services; identify prospect needs and report results regularly.
Perform transactions, new account responsibilities, and lending responsibilities to serve client needs.
Contribute to branch and team goals and encourage self and others to achieve results.
Meet with the manager to discuss sales strategy calls and report results related to current branch priorities.
Participate in community affairs and activities where appropriate for business development and community exposure.
Set and monitor proactive client-contact standards for established client relationships.
Identify and mitigate potential risks and fraudulent activity by following policies, monitoring transactions, and escalating concerns as appropriate.
Comply with bank policies and procedures and participate in branch audits.
Maintain knowledge of applicable compliance and regulatory issues and perform assigned compliance and risk-management duties.
Maintain regular, reliable attendance.