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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 - $52,729 per year
  • *Great Benefits! *Medical, Dental, Vision plans with additional: 
    • AD&D & Life Insurance 
    • Long Term Disability
  • *401(k) - *100% safe harbor match up to 6%, plus an additional profit sharing contribution, resulting in employer contributions of up to 12% of annual salary. 
  • *Paid Leave- *
    • 22 days of Vacation leave and 3 R&R (Revive & Renew) days. 
  • 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 financial counselors
  • Employee Wellness Program
  • 8 hours of paid volunteer time annually

*About the Role:  *

As a member of the Private Banking team, you will assist in managing some of the Bank's most significant deposit relationships. You will provide clients with a full range of deposit banking support, facilitate the delivery of digital products, identify opportunities to deepen client relationships and provide administrative assistance to the Private Banking team. The ideal candidate for this role should have banking experience, excellent communication and interpersonal skills, strong organizational and problem-solving abilities, and a passion for exceptional customer service.

Key Responsibilities:

  • 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.   

*Customer/Client Support *

  • Delivers exceptional customer care and service by promptly, thoroughly, and accurately handling clients' requests.   
  • Researches clients' problems and identifies solutions. Knows each client well enough to act on a request in the Private Banker's absence.  
  • Handle Private Banking cash drawer functions and the vertex system. This includes setting up each morning and balancing every night.  
  • Handles account input and maintenance for Private Banking clients. 
  • Participate in business development activities, including making personal calls to current and prospective clients. 

*Banking Division Team Support *

Communicates regularly with the Business and Community Banking teams, informing them of new developments and cl

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