Financial Services Representative

5 days ago


Tigard, Oregon, United States Banner Bank Full time

About Banner Bank

At Banner Bank, we've been driven by a simple yet powerful mission since our inception over 130 years ago: to help businesses and individuals achieve their goals. Our unwavering commitment to this vision has earned us recognition as one of the Best 100 Banks in America for eight consecutive years, according to Forbes, and as one of the Most Trustworthy Companies by Newsweek for four years running.

We take pride in being more than just a financial institution – we're a partner in growth, stability, and prosperity. With assets exceeding $15 billion and a presence in Washington, Oregon, Idaho, and California through over 150 locations, we understand our role in shaping the economy and honor that responsibility with dedication and integrity.

Our impact extends far beyond the realm of finance, as we place a high value on employee volunteerism and community involvement. We proudly donate millions each year to organizations that make a difference, demonstrating our commitment to fostering a better future for all.

Your Role at Banner Bank

As a Financial Services Representative for Banner Bank, you will embody the face of our organization, delivering exceptional experiences to clients while ensuring accurate and efficient transaction processing. You will also play a pivotal role in helping clients achieve their financial objectives by proactively recommending relevant products and services, and collaborating with other specialists when necessary.

Your key responsibilities will include:

  • Processing transactions accurately and efficiently in accordance with established policies and procedures.
  • Providing clients with excellent service and acting as the primary point of contact for all their banking needs.
  • Identifying opportunities to refer clients to other relevant Bank specialists, enhancing their overall experience.
  • Maintaining high levels of personal reliability, punctuality, and teamwork in a fast-paced environment.
  • Selling Bank products and services via in-person conversations and telephone interactions, meeting or exceeding minimum referral standards set by your manager.

Requirements

To excel in this role, you will need to possess:

  • A high school diploma or equivalent.
  • 2+ years of teller experience, including sales exposure with established performance metrics.
  • Strong organizational skills, attention to detail, and proficiency in basic computer applications.
  • Broad mathematical, negotiation, and problem-solving abilities.
  • Effective communication and interpersonal skills, including proper phone and email etiquette.

What We Offer

At Banner Bank, we recognize the importance of rewarding our employees for their hard work and dedication. The estimated annual salary range for this position is $37,440 - $45,630, based on hourly rates between $18.00 - $22.23. In addition to a competitive compensation package, we offer:

  • A comprehensive benefits program, including medical, dental, vision, long-term disability, short-term disability, and life insurance.
  • Paid time off, sick leave, and 11 company-paid holidays.
  • A 401(k) plan with up to 4% matching contributions.
  • Tuition reimbursement opportunities.

Join Us at Banner Bank



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