CareerPlan

2026-0035424 Float Senior Relationship Banker – Clackamas-Sunnyside, Happy Valley & Eastport, OR

Clackamas, OR, USFull-time2026-11-09 → 2026-11-12
Based in United States

Core

Float Relationship Banker providing flexible, in-person and virtual financial guidance across multiple branch locations to build client relationships and deliver banking products.

Role type

Senior IC relationship banker (retail)

Builds

Consumer and business banking accounts, service requests, and credit applications

Domain

Retail banking / Financial services

Deliverable

product features

Required skills

Proactive client outreach, financial needs analysis, digital product education, account opening, credit application processing, branch operations

Preferred skills

Sales campaign experience, self-service technology demonstration, advanced policy knowledge, mentoring less experienced bankers

Technologies

Digital banking platforms, self-service technologies, NMLS registration systems

Responsibilities

Engage customers via in-person, appointment, and virtual channels; identify and recommend financial solutions; open accounts and process transactions; coach and support less experienced bankers; adapt to different branch environments

Seniority

Senior, hands-on IC