Personal Banker Jobs in Clackamas, OR
A Personal Banker is a professional who assists clients with their financial objectives, providing them with a range of banking services such as managing bank accounts, providing information on the bank's products and services, offering financial advice, and helping with transactions such as loans and credits. They act as a liaison between the bank and its customers, focusing on building and maintaining relationships to ensure customer satisfaction and loyalty. Their main objective is to help customers understand their financial options and make the best decisions for their financial wellbeing.
Important skills a Personal Banker should possess include excellent customer service skills, strong communication, mathematical proficiency, attention to detail, and problem-solving abilities. They should have a deep understanding of financial products and services. Along with this, they must have a certain level of sales skills to cross-sell and upsell banking products. In most cases, a bachelor's degree in finance, business, or related field is required. Some banks may require certification such as Certified Personal Banker (CPB) conferred by the American Bankers Association. Prior to becoming a Personal Banker, individuals might have held positions such as Bank Teller, Customer Service Representative, or Financial Analyst.
Investment Counselor (Financial Advisor Alternative)
- Portland, OR (10 miles from Clackamas, OR)
- 3 hours ago
- Portland, OR (10 miles from Clackamas, OR)
- 3 hours ago
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our...
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Wilsonville, OR (14 miles from Clackamas, OR)
- 3 hours ago
- Wilsonville, OR (14 miles from Clackamas, OR)
- 3 hours ago
Management team where you will manage your own roster of our high-net-worth clients....
Personal Banker Hollywood Rose
- Portland, OR (10 miles from Clackamas, OR)
- 2 days ago
- Portland, OR (10 miles from Clackamas, OR)
- 2 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Personal Banker SE 82nd and Foster
- Portland, OR (10 miles from Clackamas, OR)
- 4 days ago
- Portland, OR (10 miles from Clackamas, OR)
- 4 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
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Roving Personal Banker Eastside District
- Milwaukie, OR (4 miles from Clackamas, OR)
- 9 days ago
- Milwaukie, OR (4 miles from Clackamas, OR)
- 9 days ago
**About this role:** Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Member Relationship Advocate II (Personal Banker)
- Gresham, OR (8 miles from Clackamas, OR)
- 15 days ago
- Gresham, OR (8 miles from Clackamas, OR)
- 15 days ago
As a Member Relationship Advocate II you willfocus on improving the financial lives of members by building strongrelationships, delivering exceptional service, recommending andproviding product...
Personal Banker Bilingual East Gresham
- Gresham, OR (8 miles from Clackamas, OR)
- 16 days ago
- Gresham, OR (8 miles from Clackamas, OR)
- 16 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Vancouver, WA (21 miles from Clackamas, OR)
- 17 days ago
- Vancouver, WA (21 miles from Clackamas, OR)
- 17 days ago
This job posting is anticipated to remain open for 30 days, from 17-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Licensed Private Client Banker
- Tigard, OR (13 miles from Clackamas, OR)
- 19 days ago
- Tigard, OR (13 miles from Clackamas, OR)
- 19 days ago
Location: 12744 SW N Dakota - Tigard, Oregon 97223 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker...
- Sherwood, OR (16 miles from Clackamas, OR)
- 19 days ago
- Sherwood, OR (16 miles from Clackamas, OR)
- 19 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Portland, OR (10 miles from Clackamas, OR)
- 23 days ago
- Portland, OR (10 miles from Clackamas, OR)
- 23 days ago
Also responsible for uncovering and originating consumer lending opportunities....
- Oregon City, OR (6 miles from Clackamas, OR)
- 24 days ago
- Oregon City, OR (6 miles from Clackamas, OR)
- 24 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Portland, OR (10 miles from Clackamas, OR)
- 26 days ago
- Portland, OR (10 miles from Clackamas, OR)
- 26 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Portland, OR (10 miles from Clackamas, OR)
- 90+ days ago
- Portland, OR (10 miles from Clackamas, OR)
- 90+ days ago
A Personal Banker is creative and can think outside the box to provide relevant solutions to our clients, while maintaining our Vision, Mission, and Values....
Financial Advisor - Portland, OR / Vancouver, WA and surrounding areas
- Portland, OR (10 miles from Clackamas, OR)
- 45+ days ago
- Portland, OR (10 miles from Clackamas, OR)
- 45+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Demographic Data for Clackamas, OR
Moving to Clackamas, OR? Find some basic demographic data about Clackamas, OR below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Clackamas, OR
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Clackamas, OR offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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