Job Information
Baker Boyer Bank Business Advisor in Kennewick, Washington
About Baker Boyer:
Baker Boyer is the oldest independently owned community bank in Washington. We are trusted financial advisors, serving the Walla Walla valley, Tri-Cities and Yakima communities, providing wealth management as well as personal and business banking services.
What We Offer:
- *Salary: *
- Business Advisor - $91,347-$133,396 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 DS Baker Advisors:
This position is part of DS Baker Advisors, a team of specialists whose goal is to provide comprehensive financial services for all business and high net worth individual clients traversing their wealth journey. DS Baker Advisors takes a client centered approach in meeting their diverse, individualized, and often transforming needs. Should a multi-faceted financial relationship develop, DS Baker Advisors work together to meet the personal, business, investment, planning and legacy needs of the client.
About the Business Advisor's Role:
As a member of the DS Baker Advisors team, the primary role of the business advisor is to attract new business relationships, evaluate and identify the risks associated with DS Baker Advisor clients or prospects that have a need for credit facilities. The business advisor will retain all clients with a team approach to service, including deposit and cash management activity.
Key Responsibilities:
Expert Responsibilities
- Execute/set pricing and structuring of business client requests within established guidelines and respond to clients and prospects who are requesting these credit/deposit services.
- Research and gather information to mitigate/understand the risks associated with the client relationship and submit through appropriate channels to obtain approval. Communication of client request decisions whether approved, modified or declined.
- Serve as an advisor to the client to communicate and resolve questions about the details of any relevant credit administration issues created through the loan approval process such as decision, structure, pricing, and renewals of those facilities.
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``` - Manage the on-going credit administration of assigned client relationships, keeping other team members informed of any significant developments. - Schedule, coordinate and facilitate team meeting(s) with clients. - Work with their credit analyst to identify legacy plan prospects from their existing books of business and then meet with the family advisor to discuss calling strategy. - Build their advisor knowledge by being actively involved in training related to business succession, legacy plans, and building value in a business.
Development Responsibilities:
Actively prospect and participate in client retention calls and efforts to increase existing revenue, cement the relationship, build new