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Remote Relationship Banker Jobs in Oregon (NOW HIRING)

Relationship management & Servicing * Deliver a proactive, concierge-level experience by responding ... Prior experience working in a digital-first or remote banking environment preferred.

If remote, this role requires travel every other month to Fort Lauderdale, Florida. Key ... bank accounts and complete reconciliations * Assist with challenging customer requests or issue ...

Director of ESOP Lending

OR · Remote

$124K - $170K/yr

Represent the bank at ESOP conferences, events, and educational forums. Relationship Management ... Remote role within the United States; Eastern Standard Hours. * Occasional U.S. travel for company ...

Treasury Associate

OR · Remote

$65K - $71K/yr

Maintain relationships with banking partners, resolving inquiries, and discrepancies. Banking and ... Remote

... and relationship management. This role involves collaborating with internal teams, external ... by Bank Product leadership. This role is hybrid (Monday through Thursday on-site / Friday remote ...

... remote teams and developing high-performing leaders. Banking & Fintech Acumen - You bring strong ... technology, CRM platforms, and performance analytics. You adapt quickly to new tools, embrace ...

This is a remote position. - Sales Executive (US) About the company: Tyfone, a global leader in the ... Tyfone is a leader in the digital banking sector, offering a range of solutions including nFinia ...

Digital Loan Processor

OR · Remote

$18.75 - $25/hr

... a remote environment. * Comprehensive knowledge of bank digital banking systems. * Proven ... You listen deeply, respond thoughtfully, masterfully build relationships, and develop business with ...

Treasury Associate

OR · Remote

$65K - $71K/yr

Maintain relationships with banking partners, resolving inquiries, and discrepancies. Banking and ... Remote

Remote Salary: $175K +15% Bonus POSITION SUMMARY Our Mission Nuuvia is redefining youth and family banking by helping financial institutions build lifelong relationships with the next generation of ...

Deposit & Lending Group Product Manager

OR · On-site +1

$124K - $196K/yr

... by Bank Product leadership. This role is hybrid (Mon through Thu on-site / Fri remote) for ... Cultivate strong relationships among working teams in IT, LOB, Risk, Marketing, and others ...

Account Executive

OR · On-site +1

... Banking, Financial Services, and Direct-to-Consumer spaces. * Build and maintain relationships with ... remote office * $100/month to subsidize wifi/cell phone expenses * Summer Fridays (half-day ...

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Remote Relationship Banker information

How does a remote relationship banker build and maintain strong client relationships without in-person interactions?

Remote Relationship Bankers use a variety of digital communication tools—such as secure messaging, video calls, and phone consultations—to connect with clients. Building trust remotely requires proactive outreach, regular check-ins, and personalized financial advice tailored to each client's needs. Success in this role often depends on strong listening skills, timely responses, and the ability to resolve issues efficiently, all while ensuring clients feel supported and valued despite the absence of face-to-face meetings.

What is a remote relationship banker?

A Remote Relationship Banker is a financial professional who provides banking services and advice to clients through digital channels such as phone, video calls, email, or chat, instead of traditional in-person meetings at a branch. They help clients manage accounts, offer guidance on banking products, resolve issues, and assist with financial planning remotely. This role requires strong communication skills, a good understanding of banking products, and the ability to build relationships with clients virtually. The remote aspect allows customers to receive personalized banking support from anywhere, making banking more convenient and accessible.

What are the key skills and qualifications needed to thrive as a remote relationship banker?

To thrive as a Remote Relationship Banker, you need a solid understanding of banking products, financial regulations, and customer service, often supported by a bachelor's degree in finance or a related field. Familiarity with CRM software, virtual communication platforms, and banking systems is typically required, and certifications like Series 6 or 63 can be advantageous. Strong interpersonal skills, active listening, and problem-solving abilities help build trust and rapport with clients remotely. These skills and qualifications are crucial for effectively managing client relationships, ensuring compliance, and delivering high-quality financial solutions in a remote environment.

What is the difference between Remote Relationship Banker vs Remote Customer Service Representative?

AspectRemote Relationship BankerRemote Customer Service Representative
CredentialsFinancial certifications (e.g., Series 6, 7), banking experienceCustomer service skills, sometimes basic financial knowledge
Work EnvironmentBanking or financial institution's remote setupCall centers, client support platforms
Employer & IndustryBanks, credit unions, financial servicesRetail, telecom, service industries
Search & Comparison IntentFinancial advisory, banking rolesCustomer support, service jobs

Remote Relationship Bankers focus on managing client accounts, providing financial advice, and cross-selling banking products, often requiring financial certifications. Remote Customer Service Representatives handle general customer inquiries, troubleshooting, and support, usually with less specialized credentials. While both roles are remote and involve client interaction, the Relationship Banker role is more finance-specific, whereas Customer Service Representatives serve broader industries.

What are the most commonly searched types of Relationship Banker jobs in Oregon? The most popular types of Relationship Banker jobs in Oregon are:
What are popular job titles related to Remote Relationship Banker jobs in Oregon? For Remote Relationship Banker jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Remote Relationship Banker jobs in Oregon look for? The top searched job categories for Remote Relationship Banker jobs in Oregon are:

Commercial Solutions Banker

Climate First Bank

OR • Remote

Full-time

Re-posted just now


Job description

Now Hiring: Commercial Solutions Banker

We're seeking a Commercial Solutions Banker to deliver a seamless, high-touch digital banking experience for our commercial clients while advancing our mission of a more inclusive and regenerative economy. You'll guide clients through a smooth and confident client experience by supporting with everyday digital banking needs, serving as a trusted resource from day one. Collaborating across teams, you'll manage communications, support client interactions, and contribute to growth in commercial deposits and treasury services.

What You'll Contribute:

Client Onboarding & Account Opening

  • Act as the primary contact for new commercial and business clients throughout the account opening process.
  • Open commercial checking, money market, CD, and specialized business accounts.
  • Guide clients through documentation requirements and assist in structuring accounts.
  • Support digital onboarding communications and ensure accurate, timely account setup.

Cash Management & Treasury Service Setup

  • Assist clients with setup and management of digital treasury services.
  • Deliver training and onboarding on digital platforms and tools to clients.
  • Partner with internal teams to ensure accurate and efficient service implementation.

Digital Banking Support

  • Serve as the primary contact for Tier 1 service and technical inquiries related to online and mobile banking platforms.
  • Address troubleshooting of digital banking tools.
  • Monitor and respond to support queues and shared inboxes to ensure timely, accurate resolution.
  • Support call handling performance and drive digital channel engagement.

Relationship management & Servicing

  • Deliver a proactive, concierge-level experience by responding to inquiries, resolving issues, and providing personalized support.
  • Build and maintain strong commercial client relationships to drive engagement and retention.
  • Identify opportunities to introduce additional banking solutions aligned with client needs.
  • Advise opportunities to introduce additional banking solutions aligned with client needs.

Operational Excellence & Risk Management

  • Ensure all onboarding and servicing activities adhere to regulatory requirements and internal policies.
  • Monitor cash management activity for anomalies or risk indicators, escalating issues as appropriate.
  • Maintain accurate records and documentation to support audits and quality control.
  • Identify process improvements to enhance efficiency and the overall digital client experience.

Champion Our Mission, Protect What Matters

  • Adopt a commitment to environmental, social, economic, and racial justice.
  • Stay informed of applicable regulatory requirements and complete all mandatory compliance and IT training.
  • Pursue and demonstrate an understanding of established Bank policies, procedures, and regulations.
  • Question suspicious activity and collaborate closely with the respective department(s) to help prevent fraudulent activity.

What Makes a Stand-Out Candidate:

Experience & Education

  • 3-5 years experience in commercial or business banking, treasury management, or a similar client service role.
  • Strong understanding of commercial account structures and treasury service products.
  • Bilingual proficiency preferred.
  • Prior experience working in a digital-first or remote banking environment preferred.

Entrepreneurial Self-Starter - You take charge of your work product and take pride in delivering consistently great and measurable results. You solve problems efficiently, seek operational efficiencies and are an individual with the proven ability to deliver a high-touch, client-focused experience. A high-pace and high-expectation environment excites you and you can't wait to push yourself to new professional heights in a company that rewards high performance.

Organization & Efficiency- You manage your time like a pro and stay focused under pressure. You love a good system but also adapt to changing routines. You're a master note-taker and checklist fanatic and stay on top of things with ease and consistency.

Master Communicator- You communicate with confidence, precision, and professionalism. You listen deeply and respond thoughtfully and are able to engage efficiently and tactfully with internal and external stakeholders.

Banking & Fintech Acumen - You are highly educated in financial products and services along with applicable regulations and laws within commercial or business banking. You are proficient in ACH and wire transfer processes, Positive Pay, Remote Deposit Capture (RDC), and sweep account setup.

Tech-Forward and Analytical Thinking - You learn new tools quickly, are excited by innovation and leverage technology to create efficiencies.

Commitment to Being a Team Player - You lift others up, share ideas, and bring positive energy to everything you do. You know how to operate as a part of a larger team and love contributing to the big picture. You're dependable and always happy to lend a hand where needed.

The Work Environment:

  • Remote role within the United States; Eastern Standard Hours.
  • Occasional U.S. travel for company events or leadership sessions.
  • Tobacco-Free employer. All employees must affirm to be non-smokers or affirm commitment to cessation within 90-days of offer acceptance.
  • Sustained standing and sitting, frequent communication (speaking and listening) and use of PC, including typing or sustained attention to monitor, occasional lifting up to 20 lbs.

The Hiring Process:

Applications must be submitted through the official application link. Resumes sent via other channels may be delayed or bypassed. Processing times may vary. Candidates selected to move forward will be contacted by the hiring team.

Our process follows the Topgrading Methodology - we hire A-Players through a structured, transparent process that includes:

  • Cognitive and personality assessments
  • An application form spanning your full education and work history
  • 3 conversation stages with key team members- get to know us!
  • Credit and background checks conducted before the final interview
  • Final Step: Connect us with former mentors and managers of our choice for reference chats.

We do not offer visa sponsorship and will not pursue candidates without valid work authorization.