Personal Banker III - Overlake
Job Details
Overlake Branch - Redmond, WA
Full Time
High School

SUMMARY: Responsible for selling a full range of banking services and products with an emphasis on growing customer relationships and actively soliciting new clients. Business development is a primary focus and the Senior Personal Banker must be able to manage time proficiently, make calls and maintain an active business pipeline. The Personal Banker III must have good communication skills and excellent customer follow through. This position may lead and provide cross training to other Personal Bankers.


  • Learns, applies, and consistently adheres to all Retail Sales and Service Protocols
  • Excellent written and verbal communication
  • Appropriately uses open ended profiling questions during each customer interaction and recommends appropriate bank products and services
  • Demonstrates an excellent ability to “ask for the business” and to “close the sale”
  • Consistently documents appropriate customer information in a timely basis in bank’s customer relationship management system
  • Opens new accounts for businesses and households in strict accordance with bank’s policies and procedures, including, but not limited to CIP and BSA
  • Appropriately cross-sells additional bank’s products and services to businesses and households
  • Actively maintains a business development pipeline
  • Designated as the lead sales position in the branch
  • Appropriately refers prospects to other bank partners (e.g. Home Lending, Commercial)
  • Participates in the bank’s CRA and community event sponsorship efforts
  • Researches and resolves customer complaints when necessary
  • Takes action to connect with customers in a way that promotes 1st Security Bank
  • Achieves monthly sales, profile and outbound call goals
  • Required to be fully knowledgeable and skilled in the areas of teller, vault, and safe deposit
  • Takes initiative to learn bank products, services and procedures by utilizing their Branch Development Plan
  • Participates in branch operational and audit activities as assigned
  • Follows appropriate steps to ensure branch security
  • Travels to assigned 1st Security Bank locations as business needs require
  • Adheres to 1st Security Bank’s Core Values, policies, and procedures
  • Supports management decisions and goals in a positive, professional manner and always represents the bank with a high level of integrity
  • Serves as back-up to Assistant Manager when he/she is out of the office
  • Performs other duties as assigned


  • High school diploma or equivalent and at least two years experience in a sales role within a financial institution
  • Basic Knowledge of all applicable Regulations that pertain to this position is required
  • Knowledge of the Bank Secrecy Act and Anti-Money Laundering policies, procedures and related programs
  • Must be bondable


To perform this job successfully, an individual should be proficient in Microsoft Office Products and other Database software.


The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • The employee will operate in a general office environment, using office equipment such as a phone and a computer. The employee must be able to bend and squat occasionally when accessing safety deposit boxes or storage.
  • The noise level in the work environment is usually quiet to moderate as compared to a private office with light foot traffic and office equipment. The employee must be able and willing and able to interact frequently with the general public.