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ALERT

The PPP loan application deadline has been extended to May 31, 2021. Washington Trust continues to accept first draw and second draw applications. Apply here.

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Financial Concierge

Financial Concierge (Universal Banker)

Overview

This position embodies the Washington Trust Bank culture by remaining focused on the customer experience in all aspects of their decisions. The position is dedicated to meeting the expectations and requirement of internal and external retail banking customers. Incumbents must build strong, professional relationships as a point of sale representative for deposit and lending related products and services. Embraces individual sales and service strategies and participates in retail driven sales strategies.

Incumbents must be proficient in bank products, have excellent sales and service skills and be knowledgeable in regards to regulatory issues as they apply to this position.

Essential Functions

Sales and Service

Administrative

Knowledge/Skills/Experience Required

Mental Demands

Physical Demands

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.