Relationship Banker

20 hours ago


Bend, Oregon, United States Umpqua Bank Full time
About the Role:

The Customer Relationship Banker plays a vital role in helping clients achieve financial well-being through deep customer relationships and a thoughtful understanding of their needs. This position requires a strong ability to identify deposit, credit, and investment solutions to help customers achieve their financial goals.

Key Responsibilities:
  • Build and Develop Customer Relationships: Establish and maintain strong relationships with clients through active market profiling, needs-based questioning, and providing personalized financial solutions.
  • Financial Wellness Reviews: Conduct quality Financial Wellness Review conversations to identify client needs, make recommendations, and follow up to ensure client satisfaction.
  • Client Acquisition and Retention: Develop strong partnerships with Operations Leaders, Financial Advisors, Mortgage Advisors, Small Business colleagues, and other line of business partners to focus on client acquisition and deepening relationships.
  • Lending and Cash Management: Originate simple to complex consumer lending inside the Store and provide cash management solutions, such as Treasury Management and Merchant Services, payroll, and ACH.
  • Referrals and Cross-Selling: Recognize potential business opportunities and make quality referrals to the proper team, as well as cross-sell other bank services and refer customers to other departments as appropriate.
  • Compliance and Regulatory Knowledge: Demonstrate compliance with all bank regulations that apply to this position and maintain a working knowledge of our policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other relevant regulations.
About You:

To be successful in this role, you will need:

  • High School Diploma or Equivalent: Required.
  • 2-4 Years of Banking and/or Sales Experience: Demonstrated sales experience and ability to develop current and new customer relationships, achieve sales goals, and build referral sources in banking or retail environments.
  • Foundational Knowledge of Sales and Service Techniques: Basic understanding of personal finances and concept of budgeting, as well as sales and service techniques with consumers and small businesses.
  • Reliable Transportation: Must have access to reliable transportation to facilitate travel outside of the branches, including outside sales calls.
  • Bank MLO Registration: This position requires registration as a Bank MLO complying with the SAFE Act requirements.

  • Relationship Banker

    3 days ago


    Bend, Oregon, United States Umpqua Bank Full time

    About the Role:The Relationship Banker is responsible for delivering an exceptional customer experience. They will build new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the customer to the appropriate business partners within the Bank when needed.Key...


  • Bend, Oregon, United States Summit Bank Full time

    Job OverviewPOSITION TITLE: Universal BankerREPORTS TO: Branch Operations SupervisorFLSA STATUS: Non-ExemptEMPLOYMENT TYPE: Full TimeWORKING HOURS: Monday – Friday 8:30am – 5:30pmBREAKS: One (1) paid 15-minute break for every four (4) hours worked, and one (1) unpaid sixty (60) minute meal break. POSITION SUMMARYWelcome each client as they enter the...


  • Bend, Oregon, United States Summit Bank Full time

    Job OverviewPOSITION TITLE: Universal BankerREPORTS TO: Branch Operations SupervisorCLASSIFICATION: Non-ExemptEMPLOYMENT TYPE: Full TimeWORK SCHEDULE: Monday – Friday 8:30am – 5:30pmBREAKS: One (1) paid 15-minute break for every four (4) hours worked, plus one (1) unpaid sixty (60) minute meal break. POSITION SUMMARYThe Universal Banker is responsible...


  • Bend, Oregon, United States Summit Bank Full time

    Job OverviewPOSITION TITLE: Universal BankerREPORTS TO: Branch Operations SupervisorFLSA STATUS: Non-ExemptEMPLOYMENT TYPE: Full TimeWORKING HOURS: Monday – Friday 8:30am – 5:30pmBREAKS: One (1) paid 15-minute break for every four (4) hours worked, plus one (1) unpaid sixty (60) minute meal break. POSITION SUMMARYThe Universal Banker is responsible for...

  • Universal Banker

    3 months ago


    West Bend, United States ForteBank Full time

    We Exceed Expectations, Every Customer, Every Time. We treat our customers like friends and family. We value the contribution of our front-line team members and believe your energy and passion for serving our customers sets us apart! We currently have an opening for a Full-time Universal Banker to join our team in our West Bend, WI location opening November...

  • Universal Banker

    3 months ago


    West Bend, United States Forte Bank Full time

    Job DescriptionJob DescriptionWe Exceed Expectations, Every Customer, Every Time. We treat our customers like friends and family. We value the contribution of our front-line team members and believe your energy and passion for serving our customers sets us apart!We currently have an opening for a Full-time Universal Banker to join our team in our West Bend,...

  • Universal Banker

    3 weeks ago


    West Bend, United States ForteBank Full time

    We Exceed Expectations, Every Customer, Every Time. We treat our customers like friends and family. We value the contribution of our front-line team members and believe your energy and passion for serving our customers sets us apart! We currently have an opening for a Full-time Universal Banker to join our team in our West Bend, WI location opening November...

  • Universal Banker

    3 weeks ago


    West Bend, United States Forte Bank Full time

    Job DescriptionJob DescriptionWe Exceed Expectations, Every Customer, Every Time. We treat our customers like friends and family. We value the contribution of our front-line team members and believe your energy and passion for serving our customers sets us apart!We currently have an opening for a Full-time Universal Banker to join our team in our West Bend,...


  • North Bend, Washington, United States Umpqua Bank Full time

    About the RoleThe Relationship Banker plays a crucial role in helping clients achieve financial well-being by building deep customer relationships and providing thoughtful solutions to their needs. This position requires a strong understanding of personal and business financial products and services, as well as excellent sales and service skills.Key...


  • North Bend, Washington, United States Umpqua Bank Full time

    About the RoleThe Relationship Banker plays a crucial role in helping clients achieve financial well-being through deep customer relationships and a thoughtful understanding of their needs. This involves offering the best and most appropriate personal and business financial products and services to meet their goals.Key ResponsibilitiesBuild and Develop...


  • Great Bend, United States Landmark Bancorp Full time

    Job DetailsLevel Experienced Job Location Great Bend Central - Great Bend, KS Position Type Full Time Education Level High School Degree Salary Range $19.00 - $29.00 Hourly Travel Percentage Negligible Job Shift Day Shift; rotating Saturday Mornings Job Category Retail Banking Description When you work at Landmark, you'll find we are all about Culture,...

  • Relationship Banker

    6 days ago


    North Bend, Washington, United States Umpqua Bank Full time

    About the RoleThe Customer Success Specialist will help clients achieve financial well-being through deep customer relationships and a thoughtful understanding of their needs to offer the best and most appropriate personal and business financial products and services.Key ResponsibilitiesBuild, develop and deepen customer relationships through active market...

  • Universal Banker

    1 month ago


    Bend, United States Summit Bank Full time

    Job DescriptionJob DescriptionTITLE: Universal BankerREPORTS TO: Branch Operations SupervisorFLSA: Non-Exempt CATEGORY: Full Time SHIFT: Monday – Friday 8:30am – 5:30pmMEAL/BREAKS: One (1) paid 15 minute break per four (4) hours worked, and one (1) unpaid sixty (60) minute meal break. SUMMARYMeet and greet each client as he/she enters the Branch....


  • South Bend, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: South Bend, IN, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives....


  • Great Bend, Kansas, United States Landmark Bancorp Full time

    Position OverviewAt Landmark Bancorp, we prioritize Culture, Connection, and Contribution. As a Senior Personal Banker, you will engage with clients to foster relationships that extend beyond mere transactions.Key ResponsibilitiesDevelop and maintain strong relationships with customers to understand their financial needs.Provide expert guidance on banking...


  • Great Bend, Kansas, United States Landmark Bancorp Full time

    About Landmark BancorpAt Landmark Bancorp, we prioritize a culture that fosters connections and encourages contributions from all team members. As a Senior Personal Banker, you will engage with clients to build lasting relationships that extend beyond mere transactions.Your RoleIn this position, you will:Develop and maintain strong relationships with...


  • Great Bend, Kansas, United States Landmark Bancorp Full time

    Job OverviewPosition LevelExperiencedLocationGreat Bend CentralEmployment TypeFull TimeRequired EducationHigh School DiplomaCompensation$29.00 HourlyTravel RequirementsMinimalWork ScheduleDay Shift; rotating Saturday MorningsJob SectorRetail BankingPosition SummaryAt Landmark, we prioritize Culture, Connection, and Contribution. You will foster relationships...


  • Great Bend, Kansas, United States Landmark Bancorp Full time

    Job OverviewPosition LevelExperiencedJob LocationGreat Bend CentralEmployment TypeFull TimeRequired EducationHigh School DiplomaCompensation$29.00 HourlyTravel RequirementsMinimalWork ScheduleDay Shift; rotating Saturday MorningsIndustry CategoryRetail BankingPosition SummaryAt Landmark, we prioritize Culture, Connection, and Contribution. Our focus is on...


  • Bend, Oregon, United States Quality Talent Group Full time

    About This RoleWe are seeking a highly skilled and customer-focused Teller to join our team at Quality Talent Group in Bend. As a Teller, you will play a critical role in providing exceptional customer service and support to our clients.Key ResponsibilitiesSupport customer engagement by processing transactions, sharing digital solutions, and making...

  • Teller Full Time Bend

    1 month ago


    Bend, United States WELLS FARGO BANK Full time

    Why Wells Fargo:Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to...

  • Teller Full Time Bend

    3 weeks ago


    Bend, United States WELLS FARGO BANK Full time

    Job DescriptionWhy Wells Fargo:Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits...

  • Teller Full Time Bend

    3 weeks ago


    Bend, United States WELLS FARGO BANK Full time

    Job DescriptionWhy Wells Fargo:Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package,...

  • Teller Full Time Bend

    3 weeks ago


    Bend, United States Quality Talent Group Full time

    Job DescriptionJob DescriptionWhy Wells Fargo:Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a...


  • South Bend, United States 1st Source Bank Full time

    POSITION SUMMARY Responsible for the sales activity of the Treasury Services Department, including the assistance with new services, the development of marketing programs, and the servicing of existing clients. Responsible for meeting sales goals of assigned region(s). ESSENTIAL REQUIREMENTS Calls on prospective or existing clients to develop new...