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Float Personal Banker Jobs in Oregon (NOW HIRING)

Float Personal Banker information

What is a float personal banker?

A Float Personal Banker is a banking professional who works across multiple branch locations instead of being assigned to a single branch. Their primary role is to provide banking services, such as opening accounts, assisting with loans, and addressing customer inquiries, wherever there is a staffing need. Float Personal Bankers help ensure consistent customer service and operational support, especially during staff absences or peak periods. They must be adaptable, knowledgeable about different branch procedures, and comfortable working in various environments.

What are the key skills and qualifications needed to thrive as a float personal banker?

To thrive as a Float Personal Banker, you need a strong understanding of banking products, customer service, and sales, typically supported by a high school diploma or associate degree in finance or business. Familiarity with banking software, cash handling systems, and compliance protocols is commonly required. Outstanding interpersonal skills, adaptability, and problem-solving abilities help you build client relationships and navigate different branch environments. Mastering these skills enables you to provide excellent service, effectively cross-sell products, and seamlessly support multiple locations as needed.

How does a float personal banker adapt to working in multiple branch locations, and what are the benefits and challenges of this arrangement?

As a Float Personal Banker, you'll regularly move between different branch locations to provide coverage where needed. This requires flexibility and strong interpersonal skills, as you'll work with diverse teams and adapt quickly to new environments and customer bases. While it can be challenging to adjust to varying workflows and branch cultures, it also offers the benefit of broadening your experience, expanding your network, and increasing your visibility within the organization—often leading to greater advancement opportunities. Many float bankers find that this role sharpens their problem-solving abilities and builds resilience, which are valuable traits for long-term career growth in banking.

What is the difference between Float Personal Banker vs Teller?

AspectFloat Personal BankerTeller
CredentialsHigh school diploma; some banks prefer relevant experienceHigh school diploma or equivalent
Work EnvironmentBank branches, often rotating locations, handling complex customer needsBank branches, handling daily cash transactions
ResponsibilitiesCustomer service, account management, sales, and support across multiple branchesCash handling, deposits, withdrawals, and basic customer inquiries

The main difference between a Float Personal Banker and a Teller is the scope of responsibilities and work environment. Float Personal Bankers typically work across multiple branches, handling more complex banking needs and sales, while Tellers focus on daily cash transactions at a single branch. Both roles require similar credentials but differ in duties and mobility within the bank.

What are popular job titles related to Float Personal Banker jobs in Oregon?

For Float Personal Banker jobs in Oregon, the most frequently searched job titles are:

What job categories do people searching Float Personal Banker jobs in Oregon look for?

The top searched job categories for Float Personal Banker jobs in Oregon are:

What cities in Oregon are hiring for Float Personal Banker jobs?

Cities in Oregon with the most Float Personal Banker job openings:

Associate Community Banker - Float

First Interstate Bancsystem

Lincoln City, OR

Full-time

PTO

Posted 10 days ago


Job description

**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.
This position is Located at our Lincoln City, OR branch and will also support our Newport, OR branch.


What's Important to You
We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.

  • Generous Paid Time Off (PTO) in addition to paid federal holidays.
  • Child Care Assistance Program for eligible dependent(s).
  • Exercise reimbursement program for employees.
  • The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.

We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.
SUMMARY
The Associate Community Banker delivers personalized client service by holding financial conversations with clients and prospects to determine their needs and provide appropriate solutions. This position is responsible maintaining client relationships, with emphasis on First Interstate Bank's Service Commitments and in accordance with our vision and values.
ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Delivers personalized client service in person and over the phone by answering questions, assisting with issues, and offering solutions.
  • Opens and maintains a variety of products, including consumer and basic business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, consumer credit cards, and more.
  • Performs Teller duties, conducting a variety of financial transactions such as check cashing, deposits, withdrawals, loan payments, and accurately counting currency and coin.
  • May engage in conversations about and process new consumer loan requests.
  • Holds financial conversations with clients and prospects to determine needs and provide appropriate solutions.
  • Identifies referral opportunities to other lines of business-including, but not limited to, Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth Management-consistently utilizing 360 View to document referrals and other client activity.
  • Builds client relationships through proactive outreach and followup.
  • Completes work accurately with minimal errors.
  • Participates in volunteer activities and financial education efforts.
  • Stays current on regulatory changes and demonstrates compliance with all bank regulations, policies, and procedures related to assigned job functions; knowledge may be gained through coursework and onthejob training.
  • Performs other duties as assigned.


QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
KNOWLEDGE, SKILLS AND ABILITIES

  • Demonstrates strong attention to detail and the ability to follow verbal and written instructions while maintaining confidentiality.
  • Uses tact and diplomacy effectively when interacting with clients and coworkers.
  • Possesses working knowledge of personal computers, Microsoft programs, and strong 10key skills.
  • Maintains working knowledge of digital platforms, CRM systems, and emerging technologies.
  • Able to read and comprehend simple instructions, short correspondence, and memos.
  • Able to write simple correspondence.
  • Able to effectively present information in oneonone and smallgroup situations to clients and other employees of the organization.
  • Able to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
  • Able to compute rates and percentages and draw and interpret bar graphs.
  • Able to apply commonsense understanding to carry out detailed but uncomplicated written or oral instructions.
  • Able to solve problems involving a few concrete variables in standardized situations.
  • Demonstrates timely completion of work and adjusts to workload demands to meet expected deadlines.
  • Produces complete and accurate work, displaying pride and professionalism in all tasks.
  • Takes personal initiative and serves as a positive example for others to follow.


EDUCATION AND/OR EXPERIENCE

  • High School Diploma or General Education Degree (GED) required
  • Banking or related experience required


LICENSES AND CERTIFICATIONS

  • Registered Mortgage Loan Originator per the SAFE Act preferred


PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.

  • Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
  • Handling - Frequently
  • Hearing - Frequently
  • Lifting - Occasionally (up to 25 lbs)
  • Sitting - Occasionally
  • Standing - Frequently
  • Talking - Frequently
  • Walking - Occasionally
  • Noise Level - Moderate
  • Typical Work Hours - Vary based on scheduling and business need
  • Regular and Predictable Attendance - Required
  • Travel - as needed

**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.