Personal Banker

Direct Staffing Inc

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Portland, OR, us on site Until 8/22/2026 First posted February 23, 2026 Last posted February 23, 2026
Job description

Financial Services 

Personal Banker  

Portland OR


Exp 1-2 yrs

 

Job Description

The personal banker actively develops new business and expands existing customer relationships.  Responsible for assessing and handling customers' banking needs, obtaining and processing customer/account information and selling bank deposit and loan products and services.  Actively refers clients for brokerage products to Financial Specialist or the appropriate Financial Consultant.  Responsibilities may include consumer loan originating and closing, account opening, safe deposit transactions, and branch opening/closing procedures.  Refers other U.S. Bank products to the appropriate areas.  Handles complex customer service issues in absence of or as directed by branch manager.  Converts service opportunities into sales events.

 

 Does this describe you?

 

Ability to sell traditional bank products and process transactions 
Thorough understanding of banking operations, product knowledge, sales, and new business development 
Excellent customer service/relations and community relations 
Ability to identify and resolve/escalate problems 
Strong interpersonal & relationship building skills 
Previous experience in a financial sales representative oriented role 

The Ideal Candidate

Understands and effectively applies selling and profiling techniques to open, develop, and close sales; creates product interest; actively cross-sells products; actively pursues potential customers.  Develops new business with current customers or prospects, participating in call programs.  Maintains a good working relationship with customers.

All your information will be kept confidential according to EEO guidelines.

Direct Staffing Inc


About this role

Summary

Develops customer relationships, sells bank products, handles transactions, and resolves customer issues.

Job title

Personal Banker

Experience level

1-2 years

Industry

finance

Location requirements

Portland, OR, US; remote not allowed

Salary

Not specified

Management role

No

Skills & keywords

Required skills

sellingbanking operationscustomer servicerelationship building

Preferred skills

financial salesproduct knowledgecross-selling

Specializations

bankingsalescustomer servicefinancial products
Locations

Structured locations inferred from the posting.

Portland, OR, USA

On-site City