Personal Banker in West Linn, OR

MISSION:
Performs sales and service activities to identify, promote, market, close, and support the financial needs of existing and potential customers. This may include opening/closing accounts and cross selling a variety of Bank products and services that meet the customers’ needs. Provides high quality customer service in a timely and effective manner ensuring compliance with Bank policies and procedures and industry regulations.

PRINCIPAL ACCOUNTABILITIES:
Marketing: Suggests and markets products and services to current and potential customers.

• Delivering exceptional customer service through personal effort to meet every customer’s unique needs.

• Assists in solicitation and maintenance of profitable, long-term customer relationships.

• Assists in calling effort on current and potential customers to gain new banking relationships and improve existing ones.

Customer Service: Establishes rapport and professional relationships with customers using effective listening/communication skills to process business transactions or establish new business, accounts, loans, etc.

• Strong customer service skills; recognizing customers, calling them by name, rising to greet them, shaking hands and introducing them to the appropriate sales and service staff.

• Uses effective listening/communication skills in order to process transactions or establish new relationships.

• Utilizes active listening skills to identify customer needs and ask for additional business..

• Discerns customer needs, best product match, and advises customer about services, products, etc. that are available.

• Provides ongoing relationship servicing.

• Opens new accounts according to Bank policies and procedures while ensuring efficiency and accuracy.

• Performs account changes, responds to customer questions, resolves customer concerns, processes customer transactions, etc.

• Performs branch operations functions - check cashing, accepting deposits, etc.

• Responds to customer requests in a timely manner. Answers telephone calls and replies to e-mail inquiries.

• Works cooperatively with branch manager and other staff to resolve issues to the customer’s satisfaction. Follows up with customers to ensure satisfactory outcome.

Community: Assists in the Bank’s support of positive development in our communities.

• Personally participates in community events as appropriate.

• Assists in the Bank’s participation in community activities.

Compliance: Assists in the Bank’s compliance with all federal and state laws and regulations.

• Responsible for familiarity with all federal and state laws and regulations in the deposit area.

• Performs assigned duties within defined compliance policies and procedures.

• Ensures that all security and confidentiality procedures are followed according to the Bank‘s policies and procedures, and regulatory requirements.

• Identifies fraudulent and suspicious activity to prevent losses to the Bank. Takes appropriate action and notifies supervisor and/or BSA Officer.

Interpersonal/Team Skills: Establishes and maintains effective rapport within the branch as well as with other internal/external customers, vendors, management, etc. to ensure quality services and products.

• Keeps manager informed. Solicits help and input as necessary.

• Participates in work unit or Bank activities that enhance the efforts and goals of the Bank and/or team.

• Contributes to teamwork by taking the initiative to assist co-workers, participating in staff meetings, suggesting productivity improvements, complying with attendance and other human resource policies, and being pro-active in problem resolution.

• Represents the Bank in a professional manner in both appearance and behavior at all times.

MINIMUM JOB REQUIREMENTS:

• High school diploma or equivalent.

• Previous banking/financial experience and/or successful retail sales background desirable.

• Solid knowledge of Bank products and services and effective listening/probing skills in order to identify customer needs and effectively match with Bank products and services.

• Outgoing, customer service/sales oriented professional demeanor.

• Demonstrated effective time management skills. Ability to work effectively in a team environment and accomplish work assignments under tight schedules.

• Regular attendance required.

• Ability to satisfactorily pass a background check.

PHYSICAL REQUIREMENT:
The essential functions of this position require the ability to lift and carry up to 40 pounds. Boxes and supplies may be lifted on and off counters, tables, desks, and shelves up to a height of 6 feet. Ability to operate office machines and equipment, such as personal computers, printers, copying machines, fax machines, calculators, and telephones. The work requires the ability to communicate clearly with customers, coworkers, and others in person and on telephones. Work activities involve combinations of sitting/standing for extended periods, lifting, and carrying.

Full Time position in West Linn, OR
$55,000 -$65,000 per year

Job Type: Full-time

Pay: $55,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person

Salary : $55,000 - $65,000