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Financial Service Representative (Contact Center)

Company: Washington Trust Bank
Location: Spokane
Posted on: November 26, 2022

Job Description:

This position has responsibility for customer service, sales, retention, business development and expansion of commercial and individual relationships. Sells existing and prospective customers a full range of banking services with an emphasis on retail products. Position objectives will be achieved by proactive phone calling, reactive sales and participation in a direct banking sales team environment. This person will service within the Call Center to provide assistance to both internal and external customers in all facets of banking

Incumbents must be proficient in bank products, have excellent sales and service skills and be knowledgeable in regards to regulatory issues as they apply to this position.

*Schedule: * Monday thru Friday, day shift hours. Schedule may vary, must be flexible. Regular, reliable attendance required. May be eligible for a hybrid schedule of rotating onsite and remote work following training and demonstrated ability to consistently achieve performance metrics.

Sales and Responsibility

* Establishes and maintains effective relationships with customers, gaining their trust and respect by providing friendly, accurate, caring and efficient service and information.
* Provides high quality servicing, retention, development and expansion of customer relationships.
* Provides product opportunities to customers and efficiently opens accounts as needed.
* Maintains current knowledge of all Retail Banking products, including benefits and features, in order to identify and resolve customers' needs.
* Performs new account and lending responsibilities in order to best serve the needs of the customer.
* Maintains accountability for individual contributions to the achievement of department and team goals, encouraging self and others to achieve results.
* Meets with manager to discuss sales strategies, participates in sales team planning, sets goals, enhances team results and reports results relative to current department focus.
* Works with other bank personnel to proactively meet customer needs in an efficient manner across all departments.


* Complies with all Bank policies and procedures.
* Maintains knowledge of compliance and regulatory issues as appropriate.
* Will perform general incoming calls, e-mail and Synapsys duties such as funds transfers, stop payments, cross app, foreign drafts, customer service and problem resolution as determined by department need.


* Excellent written and verbal communication and interpersonal skills with customers, co-workers and management, building appropriate rapport at all levels.
* Ability to listen and ask appropriate questions in order to best serve the customer
* Flexible and adaptable to change
* Strong ability to prioritize and handle multiple tasks with accurate attention to detail
* Strong problem solving and decision making skills, using logic to solve problems with effective solutions
* High degree of computer based technical skills, including proficiency with Microsoft Suite of products and other necessary applications
* Required to maintain the security and confidentiality of Bank, employee and customer information
* May be required to have or obtain a Mortgage Loan Originator registration number through the Nationwide Mortgage Licensing System & Registry (NMLS)
* Regular, reliable attendance and adherence to schedule is required.
* Perform compliance and risk management duties as required or assigned.

*What our culture can offer you: *

* 401(k) with employer match plus additional annual deposit to your 401(k) after a year of employment.
* Medical, Dental, Vision that goes into effect the first of the month following your first 30 days
* 11 Paid Holidays throughout the year
* Vacation and Sick leave - minimum of 27 days per year based on length of service and role
* Robust wellness program that includes premium discounts, cash awards, events and more
* Employee Assistance Program providing easy and confidential access to personal, relationship, legal and financial assistance.
* Tuition Reimbursement
* Discount program (Movie tickets, fitness clubs, events, cellphone plans, etc)
* Paid time off for volunteering
* Transportation benefits

Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outline by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Job Type: Full-time

Pay: $19.00 - $20.00 per hour

* 401(k)
* 401(k) matching
* Dental insurance
* Health insurance
* Paid time off
* Paid training
* Tuition reimbursement
* Vision insurance
* Day shift
* Monday to Friday

* Banking: 1 year (Preferred)

Work Location: Hybrid remote in Spokane, WA 99201%58047475%

Keywords: Washington Trust Bank, Spokane , Financial Service Representative (Contact Center), Other , Spokane, Washington

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