Digital 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.

About the Digital Banker Role:

Baker Boyer seeks a positive individual to engage and connect clients with services to best fit their needs. Digital 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 Digital Banker one will exemplify being a self-starter with a high degree of teamwork and interaction with fellow employees, while providing a high level of client service, recommending appropriate information for bank services, and resolving client inquiries regarding the navigation and use of various digital platforms that the bank provides to clients. 

Role and Responsibilities:

• Strengthens and develops client relationships by providing high levels of customer service
• Identifies client needs on core digital platforms and troubleshoots technology and learning concerns that keep the client from using products and services associated with the client’s digital experience. These products include, but are not limited to:
  • Online Banking
  • Mobile Banking
  • Bill Pay
  • Mobile Deposit
  • Telephone Banking
• Cross-trains and provides coverage on multiple operating systems
• Handles service issues of clients both on the phone and through various Digital Banking platforms by researching and resolving concerns, and acting as the liaison between other bank departments when necessary
• Documents client activity and events in client relationship management software
• Develops and maintains a thorough knowledge of the Bank’s products, services, policies, procedures and federal regulations
• Maintains the security and confidentiality of Bank and client information
• Builds, retains, and expands internal relationships
• Assists coworkers with a variety of client banking solutions
• Collaborates with team members from all lines of business to carry out the Bank’s strategic plan

Skills and Qualifications:

• Goal oriented, self-motivated and enthusiastic to provide extraordinary client service.
• Ability to make connections and support clients with their technological needs.
• Excellent client service skills: able to deliver professional and courteous contact with the public on the phone or through digital platforms.
• Ability to proactively build and maintain positive relationships by portraying an approachable and open-minded outlook.
• Knowledge and ability to use and/or learn Microsoft Office Suite (Word, Excel, Outlook), and various other banking software with proficiency and accuracy.
• Strong verbal and written communication skills: ability to read, write, speak and understand English.
• 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 and procedures

Education and Experience:

Associate degree: and/or two to three years related experience preferred but not required.  General understanding of banking, banking software, 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.

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.