Job Description

About Baker Boyer: Baker Boyer is the oldest independently owned community bank in the Pacific Northwest. We are Eastern Washington\xe2\x80\x99s 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- $41,400- $48,000 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 Time Off - 17 days per year.
• Extended Sick Leave (ESL):
  • Employees earn ESL each pay period at the rate of .01154 times the number of regular paid hours, excluding overtime.
• 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

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. Regularly exercises discretion and independent judgment and prioritizes workload accordingly. Maintains administration and relationship management for all accounts in Advisor\xe2\x80\x99s absence. Role and Responsibilities: Private Banking Advisor(s) Support

• Works with Private Banking and D.S. Baker Advisor(s) and other Banking Division team members to support day-to-day, strategic business, and client needs. This includes:
  • Documents client interaction and data, as needed, using customer relationship management software. Assumes responsibility for carrying out tasks for the Private Banking Advisor(s) as requested, many of which may be highly confidential and/or time sensitive. Completes entire task or project independently when requested.
  • Assists in the management and arrangement of the schedule for client meetings. This includes arranging appointments and meetings with internal and external clients.
  • Anticipates and prepares relevant client reports and documents in advance of Advisor-client meetings.
  • Maintains administration and relationship management for all accounts in Advisor\xe2\x80\x99s absence.

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.
• 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\xe2\x80\x99s 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\xe2\x80\x99s 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, write, type, speak, & listen. 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 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\xe2\x80\x99s 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. 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\xe2\x80\x99s legal duty to furnish information. 41 CFR 60-1.35(c)