Personal Banker
Listed on 2026-01-28
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Finance & Banking
Bank Customer Service, Financial Consultant, Banking & Finance, Financial Sales
Responsibilities
- Provide excellent client service by providing immediate acknowledgement, identifying, and offering appropriate products and services, and responding to inquiries in a timely manner.
- Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs.
- Make recommendations and follow through on commitments to clients.
- Maintain direct contact with external and internal clients and consistently provide proactive solutions and problem resolutions in alignment with the bank’s Breakthrough Client Service Standards.
- Open Consumer and Business accounts for existing and new clients.
- Originate Consumer loans independently and accurately.
- Originate business loans independently or with minimal assistance.
- Act as a resource to the Teller by contributing to the team environment and filling in on teller functions (including cash transactions) when needed.
- Support the branch goal of identifying and referring a wide range of bank products and services to the appropriate internal business partners.
The Role
- Provide excellent client service by providing immediate acknowledgement, identifying, and offering appropriate products and services, and responding to inquiries in a timely manner.
- Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs.
- Make recommendations and follow through on commitments to clients.
- Maintain direct contact with external and internal clients and consistently provide proactive solutions and problem resolutions in alignment with the bank’s Breakthrough Client Service Standards.
- Open Consumer and Business accounts for existing and new clients.
- Originate Consumer loans independently and accurately.
- Originate business loans independently or with minimal assistance.
- Act as a resource to the Teller by contributing to the team environment and filling in on teller functions (including cash transactions) when needed.
- Support the branch goal of identifying and referring a wide range of bank products and services to the appropriate internal business partners.
- High School Diploma or GED, required.
- 1 year of Teller or other banking experience required.
- In-depth knowledge of Consumer products and services.
- Demonstrated proficiency in consumer lending.
- Ability to accurately handle cash, balance accounts and drawers, and perform accurate calculations.
- Proficient in expanding the client relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers.
- Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) within 60 days required.
- Competitive Incentive Plan:
Earn rewards that match your efforts. - Professional Development:
Grow your skills with our tailored premier banker programs. - Career Growth:
Clear paths to achieve your professional goals.
The pay range for this role is $20.00 to $26.00.
The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.
Primary
Location:
Ability to work fully onsite at posted location(s).
1134 NW Glisan St Suite 108 Portland OR 97209
Our BenefitsWe are proud to offer a competitive total rewards package including base wages and comprehensive benefits.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays.
Benefit eligibility begins the first…
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