Salary Range: $21.20 - $31.83 (Depending on knowledge, skills, abilities and location. Certain level jobs may be eligible for bonus, commission, and/or equity awards.) Posting Date: April 2, 2024 This job will be open and accepting applications for a minimum of three days from the date it was posted. Benefits worth writing home about: Medical, dental, and vision coverage for employees and their families Life, disability and family Leave 401(k) and Roth 401(k) with employer match Wellness program, employee assistance program, “Commute Trip Reduction” (CTR) and various employee discounts Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work Free employee checking account and employee home loan discounts EO/AA Employer including Vets and Disabled. Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. Job Description Summary: The Personal Banker role is responsible for growth, maintenance, and development of both new and existing personal and business banking relationships. This role demands exceptional customer service skills, beginning with welcoming customers to the bank, conducting in-depth profiles to understand their financial needs, and providing tailored recommendations based on a comprehensive understanding of the bank’s offerings. Additionally, this role involves proactively pursuing new banking relationships beyond the immediate community. This position involves creating detailed profiles for each customer and maintain regular personal contact through phone calls or emails, aiming to strengthen and expand customer relationships. Beyond relationship management, the position entails a variety of universal banking duties, including operational tasks, cash handling, and other branch support activities. Job Details: Primary Functions: Sales Conduct in-depth interviews and profiling of customers to recommend suitable banking products and services. Actively suggest strategies to help customers improve their financial position. Identify and engage customers at risk of leaving, aiming to retain their business. Update new and existing customer profiles to maintain accurate and current information. Contribute significantly to the branch’s growth and sales achievements. Leverage advertising leads, prospect lists, personal and professional contacts, and internal referrals to expand customer base. Monitor and achieve personal sales targets on a weekly and monthly basis. Generate referrals to branch managers and business partners. Engage in both warm and cold business developments calls as assigned by branch management. Participate in community events and networks to increase referral-based sales. Collaborate with other business departments to identify sales and referral opportunities, enhancing the overall customer satisfaction. Operational Excellence and Customer Service Perform teller and operational duties. Open new accounts, ensuring appropriate account ownership to optimize FDIC insurance coverage, and compliance with all regulatory requirements. Handle both basic and complex banking transactions, including changing account ownership, living trusts, guardianships accounts, estate assignments, and consumer and home equity loans. Maintain in-depth knowledge of the bank’s products to aid in acquiring business and consumer customers. Set the standard in customer service excellence and advocacy. Conduct satisfaction outreach to existing customers, both personal and business. Actively listen to customers, and maintain a friendly, positive, professional attitude. Resolve difficult situations with creativity, tact, and diplomacy. Participation in community and nonprofit events to support the bank’s community reinvestment efforts. Perform Notary Public services. Qualifications: A bachelor’s degree in finance, Business Administration, or a related field is preferred, or at least three years of prior experience in bank sales or customer service. Sales experience in the banking or financial industry preferred. Demonstrated sales experience with proven results including diverse customer profiles and complex needs. Ability to identify customer needs, present banking solutions and bank products. Recognize closing opportunities and retain and grow customer relationships. Ability to initiate customer contact through letters, email, or telephone. Excellent business writing skills. Ability to exercise independent judgment. Ability to work quickly and accurately, to analyze information and make decisions. Excellent multi-tasking skills. Ability to prioritize and perform a variety of concurrent tasks with minimal direction. Exceptional customer service skills. Certified Notary Public preferred. Willing and able to become Notary Public if candidate is not a Certified Notary Public. Local travel required. Valid driver's license, vehicle, and liability insurance are required. Mental and Physical Considerations: Able to operate a Personal Computer and view information on a monitor. Must be able to sit for many hours each day. Must be able to communicate via telephone and possess dexterity to include filing documents, reaching and bending. May be required to stand for extended periods of time. Ability to lift or carry up to 10 pounds. Ability to speak and understand English and express ideas and have difficult conversations in person and over the telephone. Ability to listen and comprehend speech. Ability to problem solve, make decisions, interpret data and information, read, write and organize information in an orderly manner. Willing and able to travel occasionally as needed. Ability to operate teller and office equipment including computers, adding machines, telephones, typewriters, copy machines, fax machines, electronic credit card authorization terminals, and security devices. Work Environment: Normal business office environment. Ability to work in artificial light for extended periods of time. This Position Description may not be limited to the Functions and Requirements as outlined, now or in the future. For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position. Area: Retail Banking (Sales) Who We Are Founded in 1921, HomeStreet Bank offers consumer and business banking, mortgage financing, commercial lending, investment and insurance products and services in the Pacific Northwest, California and Hawaii. We maintain a shared goal across teams and regions to be the trusted and preferred source of financial services for our clients. Our drive to achieve this goal begins with trust – in our own abilities and in those who we work with each day. At HomeStreet, we respect and empower our employees to make decisions that support innovation, and deliver results for customers. Employees collaborate across teams to make the right decisions, share knowledge, continually move forwards and grow. We believe in promoting from within to deliver the strongest base of company knowledge, shared experience. And understanding about how our company has grown and evolved since its founding in 1921. Our teams reflect motivation, caring and a drive to achieve while having fun and supporting the communities where we live and work. This is how we deliver value every day. Work Culture As a rapidly expanding company, HomeStreet offers many opportunities to learn and grow. Throughout a period of dramatic growth, we have preserved the tradition of working in cross-functional project teams and promoting advancement across the company. Whether your interest lies in the banking or lending aspects of our business, if you have a desire to learn, are enthusiastic, perform quality work and have a passion for customer service, you will thrive in this fast paced and fun environment where people respect and help each other. Diversity and Inclusion Diversity HomeStreet is committed to a diverse workplace with employees from a wide range of backgrounds. We recognize that a more diverse workforce translates to broader perspective and greater understanding, which in turn translates to a greater capacity for customer service. We focus on recruiting and retaining employees from different backgrounds and who are representative of the people in our communities. By doing so, we are better able to serve our customers and understand their financial services needs and goals. Equal Employment Opportunity Equal employment opportunity is a fundamental HomeStreet belief. We practice fair and equal treatment for everyone, regardless of race, color, national origin, ancestry, religion, creed, political ideology, gender, marital status, sexual orientation, age, or the presence, history or perception of having any sensory, mental or physical disability, genetic information, or protected veteran status. In addition, we ensure compliance with federal, state and local laws governing nondiscrimination in employment. This philosophy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Employing Individuals with Disabilities HomeStreet embraces the American with Disabilities Act (ADA) and applicable state and local laws providing for nondiscrimination in employment against qualified individuals with disabilities. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the alternative email address below to contact us about your interest in employment with HomeStreet Bank: Recruiting@homestreet.com. Come Grow With Us For more than 100 years, HomeStreet Bank has maintained a strong commitment to ethics, customer service and support of our communities. Building trust with our customers and employees is at the core of everything we do, and we’re looking for talented and motivated people to join us as we grow and evolve as a company. We are an equal opportunity employer with a commitment to employee development. We continually aim to build and maintain a successful team of talented people who feel challenged to do their best every day. We hire for potential, support personal development, and whenever possible, promote from within. We offer competitive salaries, benefits, and incentives with the opportunity to give back to the community. Whether you’re just beginning your career in financial services, or have years of experience, we have a wide range of job opportunities for you to consider.