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Financial Services Representative

Company: Banner Bank
Location: Seattle
Posted on: April 1, 2025

Job Description:

At Banner Bank, we're committed to providing exceptional customer service and financial solutions to our clients. As a Banker and Client Advisor, you'll play a critical role in helping our customers achieve their financial goals.

Key Responsibilities


  • Provide exceptional customer service and support to clients in a fast-paced banking environment
  • Process transactions accurately and efficiently, ensuring a high level of customer satisfaction
  • Act as a financial advisor, assisting clients in achieving their financial goals and making informed decisions about their financial services
  • Develop and maintain relationships with clients, understanding their needs and preferences
  • Sell and promote Bank products and services to clients, both in-person and via telephone conversations


    Requirements


    • 3 or more months of job-related experience, including cash handling, client service, and sales
    • Previous Teller experience preferred
    • Strong organizational skills and basic skills in math, negotiation, and problem-solving
    • Excellent verbal and written communication skills, with proper phone and email etiquette
    • Good interpersonal and relationship-building skills, with excellent customer service skills


      Our Process


      • Complete a simple application and answer a few questions
      • Take a quick assessment to gain insight into your work style
      • Have a phone interview with the manager or recruiter
      • Have an on-site interview with the manager and another key team member
      • Get an offer if it's the right fit for you and Banner Bank
      • Start working after a background check and kick-off an amazing career


        Compensation and Benefits


        • Targeted starting hourly range (based on experience): $18+/hour
        • Comprehensive employee benefits, including medical, dental, vision, LTD, STD, and life
        • Paid vacation time, sick time, and 11 company-paid holidays
        • 401k (with up to 4% match)
        • Tuition reimbursement


          Get more information at:

Keywords: Banner Bank, Seattle , Financial Services Representative, Accounting, Auditing , Seattle, Washington

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