Personal Banker | Bend, OR

Oregon Community Credit Union • Bend, OR

5d • Onsite

About The Position

OCCU is seeking an experienced, relationship-focused Personal Banker, also known as an Enrichment Advisor, for its Bend, Oregon branch. This is an on-site role serving as a trusted resource for members by helping them navigate financial needs and connecting them with products and services that support their current and future financial well-being. The position involves building lasting relationships through personalized service, opening accounts, processing and funding loan applications, and identifying solutions suited to each member. The role combines exceptional member service with a results-focused approach and contributes to the success of the Bend branch.

The pay range is $22.00–$24.50 per hour, depending on experience. Candidates who are bilingual in Spanish and pass a language proficiency test receive an additional $2.00 per hour.

Requirements

• A minimum of three years of similar or related experience.
• Regular, reliable attendance and punctuality, including adherence to assigned work schedules.
• Strong sales and service skills, including the ability to identify needs, explain options clearly, and confidently recommend appropriate products and services.
• Sound judgment and problem-solving skills, particularly when handling complex or elevated member situations.
• Strong organization and time-management skills, with the ability to balance multiple priorities accurately and efficiently.
• A results-oriented mindset and motivation to achieve individual and branch goals.
• Adaptability and willingness to learn new products, processes, and skills in a changing environment.

Nice To Haves

• Spanish bilingual ability, with an additional $2.00 per hour for candidates who pass a language proficiency test.

Responsibilities

• Build trusted, long-term member relationships by listening, asking thoughtful questions, and recommending financial solutions based on individual needs.
• Open accounts and accurately process member requests, loan applications, credit information, documentation, and disclosures.
• Help members understand OCCU personal and business products and services, and make personalized recommendations that provide meaningful value.
• Provide exceptional service, take ownership of member needs, and effectively resolve more complex situations.
• Accurately process deposits, withdrawals, transfers, and loan payments, and balance cash when needed.
• Contribute to individual, branch, and OCCU service and sales goals while ensuring a positive member experience.
• Protect member information, maintain accurate records, and follow applicable OCCU procedures and BSA requirements.

Benefits

• Low-cost medical, dental, and vision insurance.
• 401(k) retirement plan with employer match.
• Paid time off and 13 paid holidays.
• Tuition reimbursement for eligible education and training.
• Company-paid long-term disability.
• 40 hours of company-paid core time annually for full-time employees to participate in community volunteer opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed