Personal Banker

Personal Banker needed for an award-winning financial institution in Oregon, Bend
Job : 25736
Salary: $40,996-$55,494 annually
Location: Onsite in Bend OR
Employment Type: Direct Hire + Benefits*

Our client has a no-small-business-left-behind mentality and they pride themselves on standing out from those "other banks". They were just voted "Best Bank" for the third year in a row and recognized by Forbes as "Top 100 Best Places to Work" because of people like you who are making a difference in the customer experience.
Responsibilities

• Build skills toward a solid knowledge base of bank products and services to maintain rapport with clients, understand their needs, and provide solutions – with the goal of bringing new deposit and loan relationships to the bank.
• Assist clients with their banking needs; open new accounts, discuss and refer or originate loans, and onboard new clients.
• Make out-of-office calls and visits to businesses, community organizations, and referral sources as assigned by leadership.
• Introduce and demonstrate digital and self-service options to clients.
• Contribute to strategies to help expand small business and consumer client base.
• Communicate clearly with staff and clients verbally, over the phone, and via video chat.
• Comfortable functioning as a concierge or greeter.
• Develop skills, competencies and certifications necessary to support branch performance goals.
• Ensure high level of customer satisfaction through the delivery of excellent service.

• High school diploma or equivalent required; business-related college coursework or degree preferred.
• Prior banking, customer service, or related experience required.
• 2-4 years of banking experience preferred, including experience recommending products and services or managing client relationships.
• Strong math, 10-key, and keyboarding skills.
• Proficiency with Microsoft Office tools, including Excel, Word, Teams, Power BI, and Outlook.
• Strong smartphone and digital banking technology skills.
• Ability to demonstrate digital tools and educate clients on self-service options.
• Excellent organizational, analytical, written, and verbal communication skills.

• Reliable transportation required.

* Your health and happiness is important!
Check out these amazing benefits:

• Competitive employee medical/dental premiums
• Emphasis on maintaining affordable employee/children premiums
• Pre-Tax Health and Dependent care spending plans
• Generous 401(k) with employer match and employer contribution
• Paid time off for vacation, sick and holiday
• Free checking account
• Company paid life insurance

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.