Personal Banker Walnut Park
On-sitePortland, Oregon, United States
Job Summary
Conduct in-branch interactions, scheduled conversations, and proactive outreach to build lasting customer relationships and support everyday banking needs. Lead discovery-driven conversations to understand customer goals, connect them to relevant products and digital tools, and drive branch growth through appropriate referrals. Process transactions accurately for account openings, service requests, and credit applications while managing cash handling and teller line activities. Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers and specialists, ensuring compliance with risk controls and operational standards. Work a schedule that includes Saturdays with flexibility between cash handling and customer banking activities. SAFE registration is 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 follow policies and regulations while identifying and escalating risk concerns
Desired Qualifications
- Prior experience in financial services or a highly regulated, customer-facing role, demonstrating comfort with structured processes, accuracy, and service expectations
- 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
- Demonstrated comfort with digital tools and technology, with the ability to quickly learn new systems and confidently guide customers in adopting capabilities that enhance their banking experience
- Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed
- Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience
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