Financial Service Representative

This position embodies the WTB culture by focusing on the customer experience in generating, retaining and expanding customer relationships using appropriate sales and customer service strategies.

Overview:

Provides professional financial advice, guidance and solutions to customer inquiries and problems along with proficiency in the regulatory issues as they apply to this position. Accurately and efficiently opens all branch related products for customers.

Responsibilities may include administrative duties, maintenance of accounts, branch audits and teller duties. Must be proficient in bank products, sales and service skills, and regulatory issues as they apply to this position. Regular, reliable attendance required.

Requirements

• Excellent written and verbal communication and interpersonal skills.
• Demonstrated ability to consistently sell appropriate products and services outside the branch environment
• Related retail or sales experience.
• Strong customer service skills.
• Strong ability to prioritize & handle multiple tasks with accurate attention to detail.
• Strong problem solving and decision making skills.
• Proficient with computer applications and financial calculations.
• Required to maintain the security and confidentiality of Bank and customer information.
• Completion of appropriate training.
• Works with other bank personnel to proactively meet customer needs in an efficient manner across department lines.
• May perform teller duties to support the needs of the branch.
• Maintain a positive attitude while assisting and achieving service expectations.

What Our Culture Can Offer You:

Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.

Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outline by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.

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)