Universal Banker

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:

• Compensation:
• Universal Banker- $18.00- $21.00 an hour

• 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 Universal Banker Role:

A Universal Banker at Baker Boyer serves as a positive individual that engages and connects clients with services that best fit their needs. This position embodies both the Teller and the Personal Banker roles as needed to provide exemplary client service in the bank branch by paying and receiving transactions and opening accounts. Universal Bankers are encouraged to build lasting relationships with clients by providing friendly service to problem solve and/or execute requests in a timely and efficient manner. To be successful as a Universal Banker one will exemplify being a self-starter and role model with a high degree of teamwork and interaction with fellow employees while performing a variety of duties including: speaking with clients to determine financial needs, recommending appropriate bank services, and resolving client inquiries.

Key Responsibilities:

• Strengthens and develops client relationships and acts as an integral contributor in the team concept for client relationships.
• Identifies client needs and proactively recommends products and services that fit those needs.
• Helps clients grow, protect and secure family legacies.
• Maintains accurate balancing records while processing and scanning transactions through Teller software.
• Provides assistance and guidance to clients regarding debit cards, mobile banking, remote deposit capture and enhanced account analysis.
• Informs and advises clients about a variety of services pertaining to their deposit accounts such as ATM, CD, IRA’S, Direct Deposit, safe deposit boxes, wire transfers, foreign currency, foreign drafts, online banking, Bill Pay including Apple and Google pay, eStatements and additional products as appropriate including lending or investments needs.
• Opens all types of deposit accounts.
• Prepares necessary account documentation and assists clients in completing necessary account documentation.
• Proactively reaches client base through contact by phone.
• Documents client activity and events in client relationship management software.
• Maintains the security and confidentiality of Bank and client information.
• Builds, retains, and expands relationships while assisting coworkers with a variety of client banking situations.
• Collaborates with team members from all lines of business to carry out the Bank’s strategic plan.
• Opens and closes the branch on a rotating basis.
• Travels to other branches within the Baker Boyer network to deliver services as needed.

Skills and Qualifications

• Goal oriented, self-motivated and enthusiastic to provide extraordinary client service.
• Excellent client service skills: able to deliver professional and courteous contact with the public in person, on the phone or through written correspondence.
• Ability to proactively build and maintain positive relationships by portraying an approachable and open-minded outlook.
• Is a team player: willing to delegate important tasks or take on additional tasks, as needed.
• Ability to portray a highly professional image at all times by observing bank dress guidelines and exemplifying self-confidence and poise.
• Strong knowledge and ability to use and/or learn Microsoft Office Suite (Word, Excel, Outlook), and other banking software with proficiency and accuracy.
• Ability to handle complex problems involving several variables, or seek additional support when needed.
• Strong time management skills, attention to detail and accuracy; ability to efficiently organize and prioritize multiple tasks.
• Knowledge of/or ability to easily learn and maintain banking policies, procedures, services, and regulatory requirements.
• Ability to read, write, speak and understand English.

Education and Experience Requirements:

Universal Banker I - Associate’s Degree; and/or two to three years related experience preferred. General understanding of banking and/or financial services industry desired.

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, write, type, speak, & listen. The employee must also have the ability to sit or stand at a desk and work on a computer for long periods of time. The employee is occasionally required to stand, walk, reach, stoop, kneel, or crouch. The employee must 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 the ability to adjust focus.

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.

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)