Financial Service Representative I-II

Job description

Location: Bellevue Financial Center - 10500 NE 8th Street, Suite 1100, Bellevue, WA 98004 This position embodies the WTB culture by focusing on the customer experience in generating, retaining and expanding customer relationships using appropriate sales and customer service strategies. Provides professional financial advice, guidance and solutions to customer inquiries and problems along with proficiency in the regulatory issues as they apply to this position. Accurately and efficiently opens all branch related products for customers. Responsibilities may include administrative duties, maintenance of accounts, branch audits and teller duties. Must be proficient in bank products, sales and service skills, and regulatory issues as they apply to this position. Regular, reliable attendance required. Qualifications: - 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. - 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, enco...