New Accounts Representative I

Mountain Pacific Bank is looking for a full-time New Accounts Representative to join our team in Ballard.

Recognized by the Independent Community Bankers Association (ICBA) as one of the Best Community Banks to Work For, Mountain Pacific Bank is committed to fostering a positive work environment, providing opportunities for professional development, and promoting a culture of inclusion, empowerment, and community engagement.

Started by 17 local business and outstanding community leaders, Mountain Pacific Bank is a Community Bank dedicated to serving Whatcom, Skagit, Snohomish, and King Counties. An equally important part of our plan is to reinvest in the community with resources, time and talents.

Your Role

This position is responsible for assisting customers in their selection of various bank products and financial services, opening, and closing accounts and safe boxes, performing various branch clerical duties, and promoting business by building and maintaining good customer relations. Also, providing back up as a teller by performing the following duties.

Essential Responsibilities

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Builds and maintains strong customer relationships with all customers and prospective customers through established customer service and sales standards.
• Develops and maintains knowledge of bank products and services.
• Maintains confidentiality when handling customer requests and transactions.
• Maintains basic knowledge and ensures compliance with applicable regulatory requirements and internal policies and procedures.
• Opens new consumer and business accounts including Certificate of Deposits and Safe Deposit Boxes.
• Performs account maintenance, such as signer changes, address changes and basic IRA transactions.
• Conducts routine New Account Follow-up calls to build customer relationships and uncover customer needs.
• Performs consistent customer follow-up to resolve New Account Exceptions.
• Performs CD Maturity calls and CD maintenance.
• Identifies referral opportunities and makes relevant referrals to other lines of business.
• Backs up teller duties including transaction processing.
• Collaborates with Branch Manger to help plan monthly branch sales meetings and run in-branch promotions.
• Performs other related duties as assigned.

What You'll Bring

• Exceptional customer service skills with ability to exhibit professionalism and respond to customers’ needs, questions, and concerns in an accurate, effective, and timely manner.
• Troubleshooting and problem-solving skills.
• Strong attention to detail.
• Ability to multi-task and be flexible to changing priorities while possessing strong time management and organizational skills.
• Excellent interpersonal and written/verbal communication skills demonstrating the ability to communicate effectively and clearly in a variety of settings, formats, and audiences; with the ability to read, write, speak, and understand English well.
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
• Proficient knowledge of Microsoft Office programs.

Required Education and Experience

• High school diploma or GED equivalent.
• One to two years related experience and/or training
• Equivalent combination of education, training and experience may be considered.

Physical Demands

While performing the duties of this job, the employee is constantly required to remain in a stationary position and operate a computer and other office productivity machinery, such as a multi-line telephone, copy machine, scanner, fax, and computer printer. The employee needs to frequently communicate with internal and external contacts and move about inside the branch to access file cabinets, office machinery, etc. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, ability to adjust focus and ability to see color. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Environment

• Climate controlled business office environment.
• Ability to work in artificial light for extended periods of time.
• Noise level is usually moderate.
• Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions and frequent interruptions during the day.
• This is a full-time position: Monday through Friday; 40 hours per week.
• Work requires regular attendance, punctuality, and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule and/or extended hours, as needed.

Travel Required

• Minimal (5%-10%) local, non-overnight travel.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Mountain Pacific Bank is committed to equal employment opportunity. We will not discriminate against employees or applicants for employment on any legally recognized basis [“protected class”] including, but not limited to: veteran status, uniform service member status, race, color, age, religion, sex, national origin, physical or mental disability or any other protected class under federal, state or local law.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Job Type: Full-time in person

Pay: $22.00 - $27.00 per hour

Benefits:

• Bonus Opportunity (based on company and individual performance)
• 401(k) with matching contribution
• Comprehensive medical, dental, and vision insurance with 100% of employee base premiums covered.
• Healthcare and Dependent Care Flexible Spending Account
• Minimum of 10 paid vacation days per year*, with minimum of 15 paid vacation days after 1 year of employment.
• 2 additional PTO days annually**
• 11 paid holidays
• 8 hours of paid sick time per month*
• Paid Life, AD&D, and Long-Term Disability insurance
• Employee assistance program
• Referral program
• Tuition reimbursement
• Mountain Pacific Bank account and loan perks
• pro-rated from start date and/or hours worked

**granted every January 1st