Personal Banker - Salem, OR

About the role

The role is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. This is a frontline role where you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach.

Responsibilities

• Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement
• Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions
• Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals
• Support everyday banking needs, including new account openings, service requests, and credit applications
• Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards
• Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs
• Deliver accurate, compliant service while exercising sound judgement within defined risk controls
• Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise

Requirements

• 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Qualifications

• Prior experience in financial services or a highly regulated, customer-facing role, demonstrating comfort with structured processes, accuracy, and service expectations
• Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs
• Comfortable with digital tools and technology, with the ability to quickly learn new systems and confidently guide customers in adopting capabilities that enhance their banking experience
• Proven ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed
• Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience
• Proven ability to follow policies and regulations while identifying and escalating risk concerns

Skills

• Strong relationship building skills
• Sound judgment
• Ability to balance service with growth
• Comfort initiating outreach
• Comfortable with digital tools and technology
• Ability to identify customer needs and connect them to appropriate solutions
• Proven ability to collaborate with teammates and partners

Benefits

• Robust benefits
• Competitive compensation
• Programs designed to help you find work-life balance and well-being
• Opportunities to invest in your community and celebrate being your authentic self
• Opportunities for career growth and mobility

Pay

Not disclosed

Schedule

Will include Saturdays