Personal Banker I or II

Citizens Bank; Corvallis (OR); On-site; USD 26,863 - 31,808; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

401(k) with Employer Matching

Employee Assistance and Wellness Plan

Life, Short-term and Long-term Disabl

Up to 11 Paid Holidays

Health and Dependent Care Reimburse‑}

Paid Time Off; Paid Family Leave

Banking Privileges

Job summary

Citizens Bank – Main Branch in Corvallis, OR is seeking a Personal Banker to be the primary contact for customers, providing exceptional service and building lasting relationships. You will open and service deposit accounts, process transactions, and educate customers on digital banking while adhering to policies and security standards.

The role focuses on cash management products, cross-selling opportunities, and maintaining compliance.

Qualifications

• Minimum six (6) months of cash handling experience.
• Strong computer literacy, including 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.
• Commitment to upholding Citizens Bank’s culture and values.

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

Computer literacy

Customer service

Communication

Problem solving

Adaptability

Teamwork

Initiative

Values alignment

Education

High school diploma

Tools

Microsoft Office

Job description

Job DetailsJob Location: Main Branch - Corvallis, OR 97333

Position Type: Full Time

Salary Range: $19.50 - $23.09 Hourly

Job Shift: Day

Benefits

• Citizens Bank offers competitive compensation and outstanding benefits:
• Medical, Dental, and Vision Insurance
• 401(k) with Employer Matching
• Employee Assistance and Wellness Program
• Life, Short-term and Long-term Disability
• Up to 11 Paid Holidays
• Health and Dependent Care Reimbursement Accounts
• Paid Time Off; Paid Family Leave
• Banking Privileges

Position: Personal Banker

Position Location

Citizens Bank – Main Branch

Type: Non-Exempt/Non-Officer

Reports to: Assistant Branch Manager

Description

The Personal Banker serves as a primary point of contact for customers, providing exceptional service and building long-term relationships that support their financial well-being. This position requires a strong understanding of consumer and business banking products, with an emphasis on cash management customers. Personal Bankers are responsible for opening and maintaining deposit accounts, processing transactions, identifying opportunities for cross-selling, and resolving customer inquiries while adhering to all operational, compliance, and security procedures.

Duties and 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.

Qualifications

Required 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.
• Commitment to upholding Citizens Bank’s culture and values.

Preferred Qualifications

• 1-2 years of experience in retail, commercial, or community banking.
• Experience in consultative selling or financial product cross-selling.
• Working knowledge of consumer and business banking products and services.

General Requirements

• High school diploma or equivalent.
• Proficiency with Microsoft Office (Word, Excel, Outlook).
• Experience using standard office equipment (copier, scanner, fax, 10-key).
• Basic math skills, including accurate addition and subtraction.
• Professional telephone and in-person etiquette.

Working Conditions

• Work is conducted during day shift hours in an indoor, temperature-controlled office.

Physical Requirements

• Ability to clearly speak, hear, see, and communicate with customers and co-workers.
• Ability to stand or sit for extended periods of time.
• Ability to perform repetitive finger, hand, and arm movements.
• Ability to regularly kneel, reach, bend, push, pull, carry up to 50 pounds.

Disclaimer

Citizens Bank is an Equal Opportunity and Affirmative Action employer and is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, pregnancy, national origin, age, sexual orientation, gender identity, military or veteran status, or disability. All offers are contingent upon the candidate successfully passing a credit check and criminal background check.