Personal Financial Representative/ Sr. Personal Financial Representative - Atascadero

Be a part of our success story. Washington Mutual offers talented and motivated people the opportunity to do the best work of their lives in a dynamic and growing company. Through competitive salaries, outstanding benefits, internal advancement opportunities, and nationally recognized community involvement, you'll have the chance to create a career you can be proud of. Your success story starts here.

Personal Financial Representatives (PFRs) sell deposit products to customers, build new customer relationships through sales initiatives and telemarketing; and cross-sell and provide referrals to other areas of the Bank.  In this role you would regularly call existing clients and outside prospects to develop and maintain business relationships.  Responsibilities also include preparing routine correspondence, processing account changes, researching and resolving account-related problems, responding to customer inquiries, and assisting customers with account balancing.  PFRs are also responsible for developing marketing plans, including outside sales, to generate business for the Financial Center (FC).  You are expected to master sales techniques and increase your knowledge of more complex product offerings.

In this position, you would be responsible for the sale and service of some or all types of consumer and residential lending products, as well as business banking products and services.  We want to foster an environment in which our customers keep coming back. An essential part of fostering this environment is directing FC floor activities to make sure that customer needs are met, and that their questions are answered.



Proven sales techniques
High School Diploma or GED required, Bachelor's Degree is preferred
Ability to interact with all levels of management, employees, industry peers, and customers
Strong oral and written communication skills
Previous teller, customer service, or retail sales experience is preferred
Knowledge of basic math and bookkeeping functions
Knowledge and understanding of debt relationships, negotiable instruments, and Bank products and services
Previous loan experience beneficial

Washington Mutual is an Equal Opportunity Employer. Anyone needing accommodation to complete the interview process should notify the recruiter.