Float Senior Relationship Banker - Sherwood, Tualatin & Newberg, OR
Core
Builds and strengthens customer relationships across multiple branch locations while providing flexible support and coaching to less experienced bankers.
Role type
Senior IC relationship banker
Builds
Consumer and business banking accounts, service requests, and credit applications
Domain
Retail banking
Deliverable
product features
Required skills
proactive client outreach, financial needs analysis, digital product education, account opening, credit application processing, branch operations, coaching
Preferred skills
sales campaign experience, self-service technology demonstration, advanced bank policy knowledge
Technologies
digital banking platforms, self-service technologies, NMLS registration systems
Responsibilities
Engage customers through in-person, scheduled, and virtual channels; identify and recommend financial solutions; process transactions and open accounts; educate clients on digital products; provide operational support and coaching to junior bankers.
Seniority
Senior, hands-on IC