Private Banking Associate

About Baker Boyer:

Baker Boyer is the oldest independently owned community bank in the Pacific Northwest. We are Eastern Washington's trusted financial advisor, serving the Walla Walla valley, Kennewick, and Yakima communities, providing wealth management as well as personal and business banking services.

What We Offer:

• Salary:

• Private Banking Associate- $42,183- $52,729 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 this role:

Performs general administrative assistance to Private Banking and D.S. Baker Advisor(s) in the Banking Division. Works directly with clients, providing engaging, responsive service to efficiently problem solve and/or execute requests including but not limited to new account opening, deposits, withdraws and payments. Regularly exercises discretion and independent judgment and prioritizes workload accordingly. Maintains administration and relationship management for all accounts in Advisor's absence.

Role and Responsibilities:

Banking Division Team Support

• Communicates on a regular basis with D.S. Baker teams and Community Branch teams, keeping all informed of new developments and client needs.

• Processes all deposits, withdrawls, payments, cash shipments, etc.

• Prepares necessary account documentation, including maintaining client files. Assists customers in completing necessary documents for all areas of the bank.

• Coordinates and teams with other departments across the bank to meet customer needs.

• Assists and/or covers for other Banking Division employees as needed.

Customer/Client Support

• Partners extensively with Private Banking and D.S. Baker Advisor(s) to address the needs of S. Baker clients.

• Will act as a receptionist by greeting clients, determining their needs and referring them to the appropriate person or department.

• Handles cash drawer functions, including, but is not limited to, setting up each morning, taking deposits, negotiating checks, taking payments and balancing each night.

• Consistently delivers exceptional customer care and service by handling requests from clients in a timely, thorough and accurate manner.

• Proactively problem solves team or client concerns. Researches client issues and identifies solutions. Knows each client and D.S. Baker Advisor's relationship well enough to act on requests as needed.

• Handles the banking system account input and maintenance for D.S. Baker Advisors clients.

• Participates in business development activities, including calling present and prospective clients. Seeks opportunities to selectively participate in social or community activities that afford contact with existing clients and/or centers of influence.

Administrative/Bank-wide

• Works in an efficient manner to consistently deliver excellent customer service, prioritize multiple job tasks and meet deadlines.

• Assists other departments within the bank with projects relating to consumer or commercial services.

• Works independently on various accounts, client matters, and projects.

• Maintains a thorough knowledge through ongoing training of the bank's products, services, policies, procedures, and federal regulations, as they pertain to duties.

• Maintains that client privacy and confidentiality is of the utmost importance, as stated in our Code of Conduct and Ethics and Confidentiality Agreement.

• Participates in Baker Boyer customer and/or community events.

• Performs additional duties as requested.

Education and Experience Requirements:

Associate's degree (A. A.) or equivalent; or two to three years related experience and/or training; or equivalent combination of education and experience. General understanding of banking and/or financial services industry desired.

Skills and Qualifications:

• Demonstrates technical capacity. Strong knowledge and ability to use Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) with proficiency and accuracy. Experience with SharePoint and CRM (or other customer tracking software) desired

• Demonstrates strong verbal and written communication skills.

• Excellent customer service skills; able to deliver 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 a part of our daily operations as well as various professionals in the community such as attorneys and accountants on behalf of our clients.

• Ability to apply logic and reasoning when carrying out instructions furnished in written, oral, or diagram form

• Ability to accurately and efficiently write and/or produce routine reports and correspondence

• Knowledge of/or ability to easily learn and maintain banking policies and procedures

• Valid Driver License 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, & listen. The employee is occasionally required to 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 at desk and work on 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.