Client Services Manager - Ballard Branch
Company: Banner Bank
Location: Seattle
Posted on: May 16, 2022
Job Description:
Opportunity.Opportunities.JobCategory: Community Banking
Opportunity.Create.Publishing.ThirdPartyJobBoards.MoreInfoModal.Title
OpportunityDetail.CompanyInformation.Locations Seattle, WA 98107,
USA
Client Services Manager Opportunity Overview Leads the day-to-day
operations of the branch. Supervise, train, and coach Teller staff.
Support the Branch Manager in developing an on going sales
performance culture. Effectively assist clients in achieving their
financial goals by actively referring Bank products and services.
Refer clients to other Bank specialists when applicable. Act in
full management capacity in the absence of a Branch Manager. As a
Client Services Manager -with Banner Bank you will have the
opportunity to:
- Oversee processing a variety of routine financial transactions,
including check cashing, withdrawals, deposits, and loan
payments.
- Responsible for acting as a leader in sales, operations, and
client service. Manage the operations of the branch along with the
training, mentoring, and coaching of the teller team.
- Assist with operational tasks and ensure they are completed on
time. Adhere to policy and procedures to minimize risk and achieve
satisfactory internal audit results.
- Assist clients by gaining an understanding of their current and
future financial needs by engaging in proactive discussions using
the Banner Way process and tools.
- Responsible for presenting tailored solutions that meet the
client's specific financial needs. Refer clients to other lines of
business as appropriate. Answer questions and resolve technical
problems on client accounts.
- Develop and maintain in-depth knowledge of all operational
processes and requirements; meets compliance standards.
- Responsible for complying with, and ensuring staff follows,
policies, procedures, security requirements, and government
regulations. QUALIFICATIONS Education & Certifications
- H.S. Diploma or equivalent required
- NMLS registration preferred Experience
- 1+ years of retail banking experience required
- 1+ years of leadership or supervisory experience required
Knowledge, Skills and Abilities
- Extensive knowledge of retail product philosophy, policy,
procedures, documentation and systems. Thorough knowledge of all
retail products and services. Demonstrated knowledge of all complex
accounts, and consumer and QuickStep lending.
- Proven client service, interpersonal, and relationship building
skills. Possess effective verbal and written communication skills;
proper phone and email etiquette required.
- Possess effective selling, cross selling and referral
skills.
- Possess strong mathematical, problem solving, and negotiation
skills.
- Ability to analyze client credit data and other related
financial information.
- Experience in a financial sales representative oriented
role.
- Comprehensive employee benefits package, including medical,
dental, vision, health and dependent daycare funds, life and
disability protection
- Paid vacation time, sick time and 10 company paid holidays
- 401k (with up to 4% match) About Banner Bank 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 reasons Forbes
names us one of the Best 100 Banks in America the past five years.
With more than $16 billion in assets and over 150 locations
throughout Washington, Oregon, Idaho, and California, we understand
our role in the economy and take that responsibility seriously. In
addition to offering a source of capital to personal banking
clients and businesses of all sizes, we place a high importance on
employee volunteerism and donate millions of dollars each year to
community organizations. Banner Bank is an Equal Opportunity
Employer committed to diversity in the workplace. All qualified
applicants will receive consideration for employment without regard
to race, color, religion, sex, sexual orientation, gender identity,
national origin, citizenship, marital status, age, disability or
protected veteran status. NOTICE TO RECRUITMENT AGENCIES: Banner
Bank does not accept unsolicited resumes from agencies and/or
search firms for any job postings on this site. Resumes submitted
to any Banner Bank employee by a third party agency and/or search
firm without a valid written and signed search agreement, will
become the sole property of Banner Bank. No fee will be paid if a
candidate is hired for a position as a result of an unsolicited
agency or search firm referral.
Keywords: Banner Bank, Seattle , Client Services Manager - Ballard Branch, Executive , Seattle, Washington
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