Relationship Banker I – 82nd & Causey - Happy Valley, OR
Core
Relationship Banker building trust-based relationships with consumers and businesses to provide financial counseling, open accounts, and recommend deposit and loan products.
Role type
Retail Relationship Banker
Builds
Consumer and business banking accounts and relationships
Domain
Financial Services / Retail Banking
Deliverable
product features
Required skills
Client relationship building, proactive outreach, financial needs assessment, digital product education, account opening, credit application processing, regulatory compliance (NMLS)
Preferred skills
Bilingual (English/Spanish or English/Vietnamese), retail banking experience, digital self-service technology proficiency
Technologies
Digital banking platforms, self-service technologies, NMLS registration systems
Responsibilities
Engage clients via in-person, appointment, and virtual channels to assess banking needs; Open new consumer and business accounts; Process service requests and credit applications; Educate clients on digital products and services; Maintain working knowledge of bank products and policies.
Seniority
Entry-level to Junior (<4 years experience)