Personal Banker The Dalles, OR
On-siteThe Dalles, Oregon, United States
Job Summary
Build lasting customer relationships through proactive conversations that support financial well-being and deepen engagement. Lead discovery-driven discussions to understand customer needs and connect them with relevant banking products, services, and solutions. Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals. Support everyday banking needs, including new account openings, service requests, and credit applications while performing cash handling and teller line activities. Demonstrate comfort using digital tools to enhance the customer experience and deliver accurate, compliant service within defined risk controls. Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists. Work a schedule that includes Saturdays, with SAFE registration required at the time of employment.
Required Qualifications
- 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- SAFE registration
- Ability to work a schedule that will include Saturdays
- Ability to flex between cash handling and customer banking activities
- Demonstrated comfort using and adopting digital tools and technologies
- Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns
Desired Qualifications
- Prior experience in financial services or a highly regulated, customer-facing role
- Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement
- Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs
- Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience
- Demonstrated ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed
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