We're expanding our team - Seattle Bank

We’re expanding our team Seattle Bank is looking for great bankers—people who illustrate great teamwork and leadership to provide an exceptional client experience, and people who are excited to help build a great bank and a great company. We know that we create value for clients by aligning the right resources behind them and their dreams. We achieve that alignment through a shared sense of vision, urgency and possibility. We're unlike most banks, in that we are highly focused on providing tailored services to individuals and families, business owners and businesses. That focus enables us to customize solutions to a unique personal or business situation. We leverage a great team and great technology to move quickly, and to make things easy for our clients. We’re looking for people that share our vision about a great client experience, and want to be part of building a great bank.

Client Support Specialist (CSS) – Private and Commercial Banking We’re looking for a high performer who can take ownership of on-boarding and daily service of key relationships. Clients include U/HNW individuals & families, business owners, and businesses, as well as to technical users such as CFOs or family office staff. Excellence in customer service and effective delivery of consumer and commercial banking deposit products is a must. Additionally, the CSS helps ensure client and Bank controls and processes are in place. The CSS will work closely with private and commercial bankers, product specialists, and management.

We’re looking for someone who: • Obsesses about the client experience. You appreciate the importance of great service, and know what that looks like in a private banking or commercial banking setting. You enjoy the client interaction and love being a resource for them. Everyone in the Bank will be eager to hand-off an important client or referral source to you, because they know you’ll “wow” the client. • Is motivated. You have a sense of urgency, because you are excited to solve problems and you want to be a resource to clients, colleagues and connections. • Is organized. You know how to prioritize and manage your time well. You have great follow-through, and know how to follow-up with clients. • Is a leader and team player. You get along well with your colleagues, share in a common goal, and communicate effectively with peers, support team and management.

SeattleBank.com | 206.568.7800

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Wants to help build a great company. You place value on the opportunity to help build and have ownership in a great bank and a great company.

What you’ll do all day: • You’ll put the client first. You’ll communicate proactively with clients and the RM to understand clients’ needs and objectives, you’ll make on-boarding painless and minimize day-to-day service needs by anticipating client needs and questions and prefilling forms. You will create pro formas and RFPs, open new deposit accounts, build online banking profiles, order debit cards and checks, initiate client check-ins, and assist on annual relationship reviews. • Deliver a great client experience. You’ll respond quickly, collaborate, and overcommunicate. You’ll clarify expectations in advance, confirm objectives have been met, and follow-up to ensure clients are happy. • Support relationship managers. You will work closely with the private and commercial bankers to ensure we are meeting the needs of high-value clients. This requires a high degree of coordination with RMs, plus a mix of proactive and reactive contact with clients. We can’t be surprised by the expected, and need to be smart when surprised! • You’ll be smooth. You’ve got great oral and written communication skills; phone, email and face-to-face interactions will be professional, effective and authentic. You won’t get overwhelmed; you’re a team player. • Specific responsibilities include but not limited to: o Client on-boarding, for deposit accounts, treasury management products, debit and credit card, online and mobile banking o Will be the primary point of contact for day-to-day service of private (~60%) and commercial (~40%) banking clients, including account owners and secondary users such as CFOs, controllers, personal assistants and family office staff o Fix problems, identify and implement better products and services o Provide sales support to private (~50%) and commercial (~50%) bankers, including account reviews, client/prospect research, sales presentations, proposals, pro forma pricing and service descriptions, and marketing. o Complete routine relationship and service reviews for high value clients You’ll be measured on: • The client experience you create. We want customers to see how Seattle Bank offers tailored solutions with ease of use; that see us as bringing flexibility and simplicity to their life. We’ll look for happy customers, and healthy growing relationships. • Teamwork and leadership. We are all working hard, and want to work with people that are committed to their work and each other. We want people to demonstrate leadership by taking ownership and accountability, taking risks, and seeing things through. A few reasons why you might hate it: • There’s not always an instruction manual. We specialize in providing easy-to-use solutions to people with complicated financial profiles. There isn’t always a policy or a


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model that dictates what we’ll do and how we do it. We need to be able to collaborate to very quickly identify key issues and devise viable solutions—or give a “quick no.” We offer boutique service. Our clients are busy, have complex needs and are accustomed to world-class service. This requires a high degree of responsiveness to complex requests, critical thinking to anticipate client needs and any unintended consequences of a creative solution, and excellent collaboration. It is intense. You’re uncomfortable being direct. Serving our clients requires adept handling of their expectations and demands, and management of competing priorities and finite resources. You must be direct and professional, open-minded yet committed.

And a few reasons why you might love it: • You’ll be joining a great team. You'll work with people who are as energetic, smart, and driven as you are. • You’ll work with cool clients. Our customers include entrepreneurs, business owners, individuals and families who have unique needs and value highly-personalized service. • Your success will be recognized and appreciated. We are a small company; you’ll be able to see your direct impact for the benefit of clients and the bank. • You’ll be helping build a unique bank! There’s a need; we are strategically positioned to fill it, and have great support from our shareholders. We’re going to be great, and you will be part of making it happen. Preferred qualifications: • Seven or more years of experience providing bank products and exceptional customer service to high value clients; experience in a commercial or private banking/wealth management setting preferred. • Bachelor’s degree, or equivalent combination of relevant education and experience. • Advanced knowledge of bank product offerings including online banking, bill pay, business accounts, credit cards, merchant services and treasury management services. • Advanced knowledge of relevant state and federal banking regulations, account titling and KYC requirements, FDIC insurance, operational policies and procedures, and product features. • Can readily understand and explain to clients new services, such as mobile banking, etc. • Excellent organizational and time management skills; competency with Microsoft Office products including Word, Excel and PowerPoint; ability to obtain quick proficiency in other key business systems to support a breadth of client solutions. • Relevant math proficiency, including ability to reconcile accounts, locate routine mathematical errors and develop and interpret basic charts and graphs. • Exceptional verbal, written and interpersonal communication skills, including the ability to write reports, correspondence and procedures, and interact professionally with customers and coworkers. • Ability to work with no supervision while performing duties. Big picture thinking.
