Relationship Banker I - Oak Grove - Milwaukie, OR
Core
Build and foster relationships with customers via in-person, appointment, and virtual channels to provide counsel on deposit and loan products, assess banking needs, and recommend solutions.
Role type
Relationship Banker
Builds
Consumer and business banking accounts, service requests, and credit applications
Domain
Retail Banking
Deliverable
product features
Required skills
proactive outreach, client engagement, financial needs assessment, digital product education, account opening, credit application processing, basic transaction processing
Preferred skills
bilingual English/Spanish or Russian, financial services industry experience, digital self-service technology proficiency
Responsibilities
Greet clients and process basic transactions, open new consumer and business accounts, complete service requests, submit credit applications, educate clients on digital products, develop collaborative partnerships with branch team members
Seniority
Entry-level, <4 years experience