Personal Banker | Bend, OR

Oregon Community Credit Union; Bend (OR); On-site; USD 30,000 - 33,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) retirement plan with employer 


Paid time off plus 13 paid holidays

Tuition reimbursement for eligible教育

Company-paid long-term disability

Core time for community volunteering

Job summary

Oregon Community Credit Union in Bend, Oregon is seeking an experienced Personal Banker (Enrichment Advisor) to help members navigate financial needs, open accounts, fund loans, and tailor solutions that fit both current and future financial wellbeing. You’ll build lasting relationships through warm, personalized service while opening accounts and processing loan applications.

This on-site role emphasizes relationship-building with a results-focused approach.

Qualifications

• Minimum of three years of similar or related experience.
• Regular, reliable attendance and punctuality.
• Strong relationship-building and personalized service skills.
• Ability to identify needs, explain options clearly, and recommend appropriate products.

Responsibilities

• Build trusted, long-term member relationships by listening, asking thoughtful questions, and recommending financial solutions based on individual needs.
• Open accounts and accurately process member requests, loan applications, credit information, documentation, and disclosures.
• Help members understand OCCU’s personal and business products and services and make personalized recommendations that provide meaningful value.
• Provide exceptional service while taking ownership of member needs and effectively resolving more complex situations.
• Process financial transactions accurately, including deposits, withdrawals, transfers, and loan payments, and balance cash when needed.
• Contribute to individual, branch, and OCCU service and sales goals while ensuring a positive member experience.
• Protect member information, maintain accurate records, and follow applicable OCCU procedures and BSA requirements.

Skills

Relationship building

Sales and service

Problem solving

Time management

Results oriented

Adaptability

Job description

Career Opportunities with Oregon Community Credit Union

Careers At Oregon Community Credit Union

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OCCU is a member-owned credit union based in Eugene, Oregon, guided by a clear and meaningful vision: to Enrich Lives. This purpose drives everything we do—from how we serve our members to how we support one another as colleagues. With a strong commitment to community impact, OCCU lives its values of tenacity, humility, and big-heartedness every day.

We are currently seeking an experienced, relationship-focused Personal Banker, also known as an Enrichment Advisor, to join our team at our OCCU Bend, Oregon branch. This is an on-site position with a pay range of $22.00–$24.50 per hour, depending on experience. Candidates who are bilingual in Spanish and successfully pass a language proficiency test will receive an additional $2.00 per hour.

About the Role:

As an Enrichment Advisor, you’ll be a trusted resource for our members, helping them navigate their financial needs and connecting them with products and services that support both their current and future financial well-being. You’ll build lasting relationships through warm, personalized service while opening accounts, processing and funding loan applications, and helping members find solutions that fit their individual needs.

This role is ideal for someone who enjoys connecting with people, solving problems, and balancing exceptional service with a results-focused approach. You’ll have the opportunity to make a meaningful impact in members’ lives while contributing to the success of our Bend branch.

Key Responsibilities:

• Build trusted, long-term member relationships by listening, asking thoughtful questions, and recommending financial solutions based on individual needs.


• Open accounts and accurately process member requests, loan applications, credit information, documentation, and disclosures.


• Help members understand OCCU’s personal and business products and services and make personalized recommendations that provide meaningful value.


• Provide exceptional service while taking ownership of member needs and effectively resolving more complex situations.


• Process financial transactions accurately, including deposits, withdrawals, transfers, and loan payments, and balance cash when needed.


• Contribute to individual, branch, and OCCU service and sales goals while ensuring a positive member experience.


• Protect member information, maintain accurate records, and follow applicable OCCU procedures and BSA requirements.

What We’re Looking For:

• A natural relationship builder who creates trust and connects with members through genuine, personalized service.


• Strong sales and service skills with the ability to identify needs, explain options clearly, and confidently recommend appropriate products and services.


• Sound judgment and problem‑solving skills, particularly when handling complex or elevated member situations.


• Strong organization and time‑management skills with the ability to balance multiple priorities accurately and efficiently.


• A results‑oriented mindset and motivation to achieve individual and branch goals.


• Adaptability and a willingness to learn new products, processes, and skills in a changing environment.

Required Qualifications:

• A minimum of three years of similar or related experience.


• Regular, reliable attendance and punctuality, including adherence to assigned work schedules.

Why Join OCCU:

OCCU offers a comprehensive compensation and benefits package designed to support your well‑being and professional growth, including:

• Low-cost medical, dental, and vision insurance


• 401(k) retirement plan with employer match


• Paid time off plus 13 paid holidays


• Tuition reimbursement for eligible education and training


• Company‑paid long‑term disability


• 40 hours of company‑paid core time annually for full‑time employees to participate in community volunteer opportunities

OCCU is an Equal Opportunity Employer and welcomes applications from all qualified candidates.

If you’re an experienced personal banker who loves building relationships, uncovering financial needs, and helping people find solutions that can make a real difference, we’d love to hear from you. Bring your banking experience, service mindset, and ability to connect with people to OCCU’s Bend branch and help us create trusted relationships while enriching the lives of our members and community. Apply today and grow your career with OCCU.