Relationship Banker (Multiple Levels) - Portland, OR
Core
Build and foster relationships with clients by meeting face to face, assessing banking needs, and recommending financial solutions including consumer loans and accounts.
Role type
Retail Relationship Banker
Builds
Consumer and business banking accounts, consumer loans, and branch operations
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Client relationship building, financial product knowledge, loan origination, account opening/closing, digital product education, credit application processing
Preferred skills
Proactive outreach, sales campaign experience, digital self-service technology demonstration, advanced customer needs analysis
Technologies
Digital banking platforms, self-service technologies, NMLS registration system
Responsibilities
Greet clients and process basic transactions, open new consumer and business accounts, originate and close consumer loans, educate clients on digital products, develop partnerships with branch team members, submit credit applications
Seniority
Entry to Senior (levels vary from <4 years to 5+ years experience)