Job Information
Baker Boyer Bank Private Banking Associate in Walla Walla, Washington
About Baker Boyer:
Baker Boyer is the oldest independently owned community bank in the Pacific Northwest. It serves the Walla Walla Valley, Tri-Cities and Yakima Valley communities, providing wealth management as well as personal and business banking services.
*What We Offer: *
Salary:
- Private Banking Associate- $42,183- $47,000 a year
- *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.
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
8 hours of paid volunteer time annually
- Coordinates banking solutions, opening and closing accounts as necessary, and handling issues related to digital products.
- Identify opportunities to deepen client relationships by providing additional banking solutions or partnering with Business and Wealth Management Advisors.
- Facilitates the delivery of digital products, including online and mobile banking and payment services (wire, remote deposit capture, ACH).
- As needed, document client interaction and data using customer relationship management software.
- Assumes responsibility for carrying out tasks for the Private Banker as requested, many of which may be confidential or timely. Completes tasks or projects independently when requested.
- Assists in managing and arranging the schedule for client meetings. This includes arranging appointments and meetings with internal and external clients.
- Anticipates and prepares clients' reports and paperwork before client meetings.
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