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 support staff when needed. • 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.• Assists branch manager with branch meetings and staff training.• Actively learns, demonstrates and fosters the Kitsap Bank corporate culture in all actions and words. • Develops, maintains and demonstrates a thorough knowledge of Kitsap Bank products and services, documentation requirements and systems operation. • Performs all responsibilities in accordance with bank policies and complies with all security procedures, compliance regulations and safety procedures.• Maintain the safety and confidentiality of customer information. • Backs up teller line as necessary; accurately and efficiently processes and records routine teller transactions for Bank clients including cashing checks, accepting deposits and withdrawals, processing credit card and loan payments and money transfers.
