Personal Banker: Build Relationships & Banking Solutions

Citizens Bank; McMinnville (OR); On-site; USD 38,000 - 60,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

401(k) with Employer Matching

Paid Time Off

Paid Holidays

Life Insurance

Disability Insurance

Employee Assistance Program

Job summary

Citizens Bank is seeking a Personal Banker at the McMinnville branch to deliver exceptional service and build lasting relationships with customers. You will handle deposits, explain banking products, and support digital services while following all security and regulatory guidelines.

You will open and maintain various accounts, assist customers with cross-selling opportunities, and collaborate with teammates to meet branch goals and provide a seamless banking experience.

Qualifications

• Minimum six (6) months of cash handling experience.
• Strong computer literacy, including proficiency with Windows-based systems.
• Excellent customer service skills with a professional and friendly demeanor.
• Effective communication and active listening abilities.
• Strong critical thinking and problem-solving skills.
• Ability to learn new technologies and adapt to change.
• Team-oriented with strong collaboration and time management skills.
• Demonstrates initiative, dependability, and sound judgment.

Responsibilities

• Deliver personalized service by actively engaging with customers to understand their needs and recommend appropriate financial solutions.
• Establish and maintain strong relationships with both consumer and business customers to encourage trust, loyalty, and growth.
• Open and service all types of deposit accounts including checking, savings, CDs, HSAs, IRAs, and cash management services.
• Perform account maintenance, revisions, and checkbacks accurately and efficiently.
• Educate customers on digital banking services such as online banking, mobile banking, and self-service resources.
• Demonstrate proficiency in applicable regulations, disclosures, and compliance requirements.
• Identify and mitigate potential risk or fraud at account opening by verifying identification and documentation and following established procedures.
• Accurately process transactions including deposits, withdrawals, transfers, cashier’s checks, and other teller duties as needed.
• Manage customer inquiries, disputes, and issues with professionalism and in a timely manner.
• Maintain an organized and balanced cash drawer in compliance with bank policy.
• Ensure compliance with all operational, security, and audit procedures, including proper documentation of customer interactions.
• Collaborate effectively with teammates and other departments to deliver a seamless customer experience.
• Demonstrate initiative by pursuing professional development opportunities, staying current on bank products, services, and regulatory requirements.
• Contribute to branch production and growth goals.
• Uphold and promote the Bank’s culture and core values in all interactions.
• Comply with the Bank Secrecy Act, OFAC, and all other applicable banking laws and regulations.
• Perform other duties as assigned.

Skills

Cash handling

Customer service

Communication

Problem-solving

Learn new tech

Teamwork

Initiative

Dependability

Windows OS

MS Office

Education

High school diploma

Tools

Windows OS

MS Office

Job description

Citizens Bank is seeking a Personal Banker at the McMinnville branch to deliver exceptional service and build lasting relationships with customers. You will handle deposits, explain banking products, and support digital services while following all security and regulatory guidelines.

You will open and maintain various accounts, assist customers with cross-selling opportunities, and collaborate with teammates to meet branch goals and provide a seamless banking experience.