Banker

• Acquire new affluent consumer and business customers through strategic outreach, referrals, and appointments
• Deepen existing customer relationships and manage a defined book of business
• Conduct discovery-driven conversations to understand customer goals
• Deliver tailored banking and credit strategies across deposits, lending, and investments
• Serve as the primary financial partner through comprehensive, multi-product guidance and ongoing reviews
• Coordinate warm introductions and collaborate with Wealth, Home Lending, and Business Banking partners
• Convert qualified opportunities into closed outcomes
• Promote self-service and mobile banking adoption
• Advise branch colleagues on relationship development and complex client needs
• Maintain accurate documentation, exercise sound judgment, escalate issues, and follow policies and regulations
• Transition from the temporary license-pending role to Senior Branch Premier Banker (SAFE) after completing licensing requirements and SAFE registration

Senior Premier Banker

• Provide personalized banking support across multiple branch locations within an assigned geographic area
• Cover banker and teller absences and temporarily fill open positions as needed
• Adapt to new branch environments, teams, and customer needs
• Build customer relationships through proactive conversations
• Conduct discovery-driven conversations to understand customer needs and connect them with banking products, services, and solutions
• Identify opportunities, promote solutions, and make referrals to meet customer and business goals
• Support account openings, service requests, and credit applications
• Perform cash handling and teller line activities while maintaining compliance and operational standards
• Use digital tools and technologies to enhance the customer experience
• Deliver accurate, compliant service within defined risk controls
• Collaborate with branch teammates and coordinate handoffs to licensed bankers or specialists
• Support branch operations by flexing between cash handling and customer banking activities

Personal Banker

• Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources
• Accurately and efficiently process cash transactions for clients as needed
• Hold deep conversations with clients to understand their financial and life priorities
• Connect clients to solutions that meet their financial goals
• Execute the bank’s risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes, guidelines, laws, and regulations
• Partner with experts in small business, lending, and investments to grow business knowledge and networks
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Relationship Banker

• Acquire new affluent consumer and business customers through strategic outreach, referrals, and appointments
• Deepen existing customer relationships through discovery-driven conversations
• Deliver tailored banking and credit strategies across deposits, lending, and investments
• Serve as the primary financial partner with comprehensive multi-product guidance and ongoing reviews
• Manage and actively grow a defined book of business
• Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking
• Convert qualified opportunities into closed outcomes
• Educate customers on self-service and mobile banking options
• Advise branch colleagues on relationship development and complex client needs
• Maintain accurate documentation, exercise sound judgment, escalate issues, and follow policies and regulations
• Transition from the temporary LP role to Senior Branch Premier Banker (SAFE) after completing licensing requirements and SAFE registration

• Provide personalized banking support across multiple branch locations within an assigned geographic area
• Cover banker and teller absences and temporarily fill open positions as needed
• Adapt to new branch environments, teams, and customer needs while maintaining service quality and bank standards
• Build customer relationships through proactive conversations and outreach
• Lead discovery-driven conversations to understand customer needs and connect them with banking products, services, and solutions
• Drive branch growth by identifying opportunities, promoting solutions, and making referrals
• Support account openings, service requests, and credit applications
• Perform cash handling and teller line activities while maintaining compliance and operational standards
• Use digital tools and technologies to enhance customer experience
• Deliver accurate, compliant service within defined risk controls
• Collaborate with branch teammates to coordinate handoffs to licensed bankers and specialists
• Commute to assigned branch locations for the duration of assignments
• Flex between cash handling and customer banking activities to support branch operations

Roving Personal Banker

• Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, ATM, and other self-service resources
• Accurately and efficiently process cash transactions for clients
• Have deep conversations with clients to understand their financial and life priorities
• Connect clients to solutions that meet their financial goals
• Execute the bank's risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes and guidelines while adhering to applicable laws and regulations
• Partner with experts in small business, lending, and investments to grow business knowledge and networks
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

• Build and foster relationships with clients through proactive outreach and follow-up
• Engage clients in person, by appointment, and virtually
• Assess and attend to customers’ banking needs
• Obtain and process customer and account information
• Demonstrate and educate clients on deposit and loan products and services
• Recommend solutions based on customers’ goals and needs
• Maintain knowledge of consumer and business banking products and digital services
• Greet clients and process basic transactions
• Develop collaborative partnerships with branch team members and partners
• Open new consumer and business accounts
• Complete service requests and submit credit applications
• Educate clients on emerging and self-service digital products
• Leverage resources and technologies to optimize client experience and operational accuracy

Banker jobs in Oregon

Senior Premier Banker

Personal Banker

Relationship Banker

Senior Premier Banker

Roving Personal Banker

Relationship Banker

Senior Relationship Banker