Financial Service Specialist
Current- Leads key sales initiatives by meeting or exceeding individual sales goals and contributing to the achievement of branch sales goals.
- Actively participates in efforts to gain and deepen client relationships by seeking opportunities to discuss and offer Kitsap Bank products and services as a solution for client’s needs referring them to appropriate.
- Interviews clients to determine banking needs. Discusses consumer and commercial products.
- Accurately quotes rates, terms and programs to meet client consumer lending needs. Facilitates the end to end process from loan origination to closing for both non real estate and real estate secured lending products.
- Opens and processes new accounts including all types of consumer and business deposit accounts and safe boxes.
- Researches and responds to client inquiries, verifies account information, resolves client concerns or refers them to management as necessary.