Universal Banker I - Homer Financial Center, Part-Time

At Northrim Bank, our vision is to be Alaska’s premier bank and employer of choice. We are looking for professional and knowledgeable employees who take pride in their work. We believe in providing value for our customers and communities.  

Employee Benefits:

• Medical, Dental and Vision insurance, including FSA (Flex Spending Account)
• Paid Time Off to include select paid holidays
• Retirement Benefits with generous 401K match

Some Other Favorite Employee Benefits Include

Paid Parental Leave, Education Assistance, Employee Assistance Program, Employee Wellness Program and much more!

Position Summary

The Universal Banker provides a full range of banking sales and services to customers within the branch. This position processes over the counter transactions and initiates sales activities designed to retain existing relationships and enable growth of new relationship. May originate and close consumer loans as well as service products, if properly licensed, available through Northrim Investment Services (NIS). 

 The following duties are intended to provide a representative summary of the major duties and responsibilities and ARE NOT intended to serve as a comprehensive list of all duties performed by all employees in this classification. Incumbent(s) may not be required to perform all duties listed and may be required to perform additional duties. 

Essential Duties and Responsibilities

1. Focus on retention and relationship growth of existing personal and business customers.  
2. Refer, sell and open deposit products/services to fit the customers’ needs.
3. Make referrals to appropriate departments and affiliates.
4. Educate customers with respect to Northrim Bank product/service options. 
5. Identify cross-sell opportunities to gain and retain banking relationships with customers.
6. Assist customers to resolve problems. Manage the customer experience in order to consistently exceed customer expectations.
7. Perform over-the counter general and complex paying and receiving transactions.
8. Make presentations on financial services to professional, non-profit groups, and/or commercial customer employees to attract new clients.
9. Control currency and coin in a responsible manner within security guidelines and drawer limits.
10. Ensure cash drawer is balanced daily within Northrim Transaction Error/Outage Guidelines.
11. Originate and close consumer loans.  
12. If properly licensed, sell and service products/services offered through NIS.
13. Complete online, written and in-person compliance training within established timeframes.
14. Other duties as assigned.

Position Specific Responsibilities

Universal Banker I

• Spend minimum 25% of time focused on calls to existing and prospective customers, continuously seeking out and pursuing new sales/relationship building opportunities, including follow-up at established intervals.

Qualifications

Education

• High School Diploma or equivalent. 

Experience

• Two years of customer service and/or successful sales experience in a goal-oriented, customer contact environment.
• Financial institution experience in a product/service sales environment such as branch or lending is strongly preferred. 
• Equivalent combination of related education/experience that fulfill the requirements of the position may be used as a substitute for work experience/tenure.
• Related military education/experience may be used as a substitute for education or work experience.

Licenses & Certifications 

• State of Alaska Life Insurance License and FINRA Series 65 or 66 preferred. 
• This position may require current registry with the National Mortgage Loan Licensing Registry to include annual renewals and submission of fingerprints every three years, and must pass a criminal background check. 

 Knowledge & Communication Skills 

• Outgoing, confident and have a credible sales-oriented personality.
• Advanced customer service skills, consultative sales skills, and communicate information in a positive and professional manner. 
• Enjoy working in a fast-paced environment that requires attention to detail and accuracy.  
• Competently read, write, and speak English sufficiently to comprehend, analyze, and effectively communicate business memorandums, technical procedures, and government regulations.  
• Must understand and have the abilit