Private Banking Director jobs in Washington

About Baker Boyer:

Baker Boyer is the oldest independently owned community bank in the Pacific Northwest.  It serves the Walla Walla Valley, Tri-Cities and Yakima Valley communities, providing wealth management as well as personal and business banking services.   

What We Offer: 

• Salary:
• Private Banking Associate- $42,183- $47,000 a year 

• Great Benefits! Medical, Dental, Vision plans with additional:
• ADD & Life Insurance
• Long Term Disability
• 401(k) - 100% safe harbor match up to 6%, plus an additional 6% profit sharing contribution, resulting in employer contributions of up to 12% of annual salary.

• Paid Leave - 20 days per year (increasing each year until max accrual is reached), consisting of the following leave types:
• 10 days of Vacation time – The annual Vacation accrual increases by a day each year for the first 10 years, and an additional half day each year for the next 10 years, reaching the maximum Vacation accrual of 25 days at year 20.
• 7 days of Sick, Safe & More (SSMORE) leave – SSMORE accrues at a rate of 1.2 hours for every 40 hours worked. SSMORE is intended to meet sick and safe leave needs, but it can also be used for vacation or other personal leave.
• 3 Revive & Renew (R&R) days – We understand the importance of unwinding and recharging, so these R&R days are loaded on the first of each year (prorated for new hires based on the quarter in which they are hired).

• 11 Paid Federal Holidays annually*

* Number of paid holidays may be fewer than 11 on years when there are Federal Holidays that are observed on Saturdays.

• Life Assistance Plan
• Free access to certified financial counselors
• Employee Wellness Program
• 8 hours of paid volunteer time annually

About the Role:  

As a member of the Private Banking team, you will assist in managing some of the Bank's most significant deposit relationships. You will provide clients with a full range of deposit banking support, facilitate the delivery of digital products, identify opportunities to deepen client relationships and provide administrative assistance to the Private Banking team. The ideal candidate for this role should have banking experience, excellent communication and interpersonal skills, strong organizational and problem-solving abilities, and a passion for exceptional customer service.

Key Responsibilities:

• Coordinates banking solutions, opening and closing accounts as necessary, and handling issues related to digital products.
• Identify opportunities to deepen client relationships by providing additional banking solutions or partnering with Business and Wealth Management Advisors.
• Facilitates the delivery of digital products, including online and mobile banking and payment services (wire, remote deposit capture, ACH).
• As needed, document client interaction and data using customer relationship management software. 
• Assumes responsibility for carrying out tasks for the Private Banker as requested, many of which may be confidential or timely. Completes tasks or projects independently when requested. 
• Assists in managing and arranging the schedule for client meetings. This includes arranging appointments and meetings with internal and external clients.  
• Anticipates and prepares clients' reports and paperwork before client meetings.   

Customer/Client Support 

• Delivers exceptional customer care and service by promptly, thoroughly, and accurately handling clients' requests.   
• Researches clients' problems and identifies solutions. Knows each client well enough to act on a request in the Private Banker's absence.  
• Handle Private Banking cash drawer functions and the vertex system. This includes setting up each morning and balancing every night.  
• Handles account input and maintenance for Private Banking clients. 
• Participate in business development activities, including making personal calls to current and prospective clients. 

Banking Division Team Support 

• Communicates regularly with the Business and Community Banking teams, informing them of new developments and client needs.  
• Prepares necessary account documentation, including maintaining client files. Assists customers in completing documents needed for all areas of the Bank.  
• Coordinates and teams with other departments across the Bank to meet customer needs.  
• Assists and covers for other Banking Division employees as needed.
• Works independently on various accounts, client matters, and projects.  
• Through ongoing training, maintains thorough knowledge of the Bank's products, services, policies, procedures, and federal regulations pertaining to duties.  
• Maintains that client privacy and confidentiality are of the utmost importance, as stated in our Code of Conduct and Ethics.
• Participates in Baker Boyer customer and community events.
• Performs additional duties as requested.  

Education and Experience Requirements:

An associate's degree (A. A.) or equivalent from a community college or technical school; two to three years related experience and training; or an equivalent combination of education and experience. An understanding of the banking and financial services industry is desired. 

Skills and Qualifications:

• Demonstrates technical capacity. Strong knowledge and ability to use Microsoft Office Suite (Word, Excel, Outlook, Teams, PowerPoint) proficiently and accurately. Experience with SharePoint and CRM (or other customer tracking software) desired
• Excellent customer service skills, delivering professional and courteous contact with the public in person, on the phone, or through written correspondence. 
• Proactively builds and maintains positive relationships by portraying an approachable and open-minded outlook.
• Ability to deal with problems involving several variables in standardized situations or seek additional support when needed
• Exceptional time management skills, attention to detail, and accuracy; ability to efficiently organize and prioritize multiple tasks.
• Willingness to take initiative; proven ability to work independently and with limited direction
• Ability and willingness to interact with vendors and other professionals as part of our daily operations and various professionals in the community, such as attorneys and accountants, on behalf of our clients.  
• A valid Driver's License is required.

Physical Demands/Conditions Requirements:

The job tasks and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made as appropriate to enable individuals with qualified disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and/or stand, write, type, speak, and listen. The employee is occasionally required to stand, walk, reach, stoop, kneel, or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color and peripheral vision, depth perception and ability to adjust focus. Ability to sit or stand at a desk and work on a computer.

Occasional travel for business or educational purposes.  

Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Baker Boyer believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. This position description is designed to outline primary duties, qualifications and job scope, but not limit our employees nor the organization to adjust the work identified. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of the company.

Baker Boyer is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability or protected veteran status.