Relationship Banker I - Portland (Argay Square), OR (20hrs)
Core
Build and foster relationships with clients by assessing banking needs, processing transactions, and recommending deposit and loan products via in-person, appointment, and virtual channels.
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, digital product education, transaction processing, credit application submission, knowledge of consumer and business banking products
Preferred skills
financial services industry experience, digital self-service technology proficiency, customer service, interpersonal skills
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