Personal Banker Jobs in Scappoose, 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.
Personal Banker Vancouver Main
- Vancouver, WA (14 miles from Scappoose, OR)
- 3 days ago
- Vancouver, WA (14 miles from Scappoose, OR)
- 3 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....
Financial Advisor - Career Change Opportunity
- Vancouver, WA (14 miles from Scappoose, OR)
- 4 days ago
- Vancouver, WA (14 miles from Scappoose, OR)
- 4 days ago
Job Overview** 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. If you find yourself at a professional...
- Vancouver, WA (14 miles from Scappoose, OR)
- 4 days ago
- Vancouver, WA (14 miles from Scappoose, OR)
- 4 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...
- Columbia City, OR (10 miles from Scappoose, OR)
- 5 days ago
- Columbia City, OR (10 miles from Scappoose, OR)
- 5 days ago
Management team where you will manage your own roster of our high-net-worth clients....
Licensed Private Client Banker
- Beaverton, OR (22 miles from Scappoose, OR)
- 6 days ago
- Beaverton, OR (22 miles from Scappoose, OR)
- 6 days ago
Location: 4735 SW Hall Boulevard - Beaverton, Oregon 97005 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- La Center, WA (18 miles from Scappoose, OR)
- 7 days ago
- La Center, WA (18 miles from Scappoose, OR)
- 7 days ago
Management team where you will manage your own roster of our high-net-worth clients....
- Portland, OR (24 miles from Scappoose, OR)
- 10 days ago
- Portland, OR (24 miles from Scappoose, OR)
- 10 days ago
Also responsible for uncovering and originating consumer lending opportunities....
Private Client Relationship Manager - Portland, OR
- Portland, OR (24 miles from Scappoose, OR)
- 12 days ago
- Portland, OR (24 miles from Scappoose, OR)
- 12 days ago
JobID: 210547137 Category: Relationship Manager JobSchedule: Full time Posted Date: 2025-04-09T19:23:06+00:00 JobShift: Base Pay/Salary: Bellevue,WA $150,000.00 - $150,000.00 Are you passionate...
- Portland, OR (24 miles from Scappoose, OR)
- 13 days ago
- Portland, OR (24 miles from Scappoose, OR)
- 13 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Investment Counselor (Financial Advisor Alternative)
- Vancouver, WA (14 miles from Scappoose, OR)
- 20 days ago
- Vancouver, WA (14 miles from Scappoose, OR)
- 20 days 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...
- Portland, OR (24 miles from Scappoose, OR)
- 60+ days ago
- Portland, OR (24 miles from Scappoose, OR)
- 60+ 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 (24 miles from Scappoose, OR)
- 30+ days ago
- Portland, OR (24 miles from Scappoose, OR)
- 30+ 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...
Financial Advisor - Portland, OR
- Portland, OR (24 miles from Scappoose, OR)
- 60+ days ago
- Portland, OR (24 miles from Scappoose, OR)
- 60+ days ago
Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some...
Financial Advisor - Hillsboro, OR
- Hillsboro, OR (19 miles from Scappoose, OR)
- 60+ days ago
- Hillsboro, OR (19 miles from Scappoose, OR)
- 60+ days ago
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and...
Demographic Data for Scappoose, OR
Moving to Scappoose, OR? Find some basic demographic data about Scappoose, OR below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Scappoose, OR
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Scappoose, 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
- Mortgage Lending
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Interpersonal Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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