Personal Banker Jobs in Wilsonville, 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 Lake Grove Main
- Lake Oswego, OR (8 miles from Wilsonville, OR)
- 18 hours ago
- Lake Oswego, OR (8 miles from Wilsonville, OR)
- 18 hours 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 - Portland, OR
- Portland, OR (14 miles from Wilsonville, OR)
- 1 day ago
- Portland, OR (14 miles from Wilsonville, OR)
- 1 day ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Personal Banker Sunnyside Marketplace
- Clackamas, OR (14 miles from Wilsonville, OR)
- 2 days ago
- Clackamas, OR (14 miles from Wilsonville, 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....
- Tigard, OR (9 miles from Wilsonville, OR)
- 2 days ago
- Tigard, OR (9 miles from Wilsonville, OR)
- 2 days ago
Do you enjoy helping others reach their goals, solve financial puzzles, and make confident money moves? We're looking for a motivated and trustworthy Financial Advisor to join a growing team of...
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Investment Counselor (Financial Advisor Alternative)
- Portland, OR (14 miles from Wilsonville, OR)
- 4 days ago
- Portland, OR (14 miles from Wilsonville, OR)
- 4 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...
Personal Banker Hollywood Rose
- Portland, OR (14 miles from Wilsonville, OR)
- 6 days ago
- Portland, OR (14 miles from Wilsonville, OR)
- 6 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....
Roving Personal Banker Eastside District
- Milwaukie, OR (12 miles from Wilsonville, OR)
- 13 days ago
- Milwaukie, OR (12 miles from Wilsonville, OR)
- 13 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....
Licensed Private Client Banker
- Tigard, OR (9 miles from Wilsonville, OR)
- 24 days ago
- Tigard, OR (9 miles from Wilsonville, OR)
- 24 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 (5 miles from Wilsonville, OR)
- 24 days ago
- Sherwood, OR (5 miles from Wilsonville, OR)
- 24 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Keizer, OR (22 miles from Wilsonville, OR)
- 24 days ago
- Keizer, OR (22 miles from Wilsonville, OR)
- 24 days ago
Also responsible for uncovering and originating consumer lending opportunities....
- Oregon City, OR (12 miles from Wilsonville, OR)
- 29 days ago
- Oregon City, OR (12 miles from Wilsonville, OR)
- 29 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Portland, OR (14 miles from Wilsonville, OR)
- 30+ days ago
- Portland, OR (14 miles from Wilsonville, OR)
- 30+ days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Portland, OR (14 miles from Wilsonville, OR)
- 90+ days ago
- Portland, OR (14 miles from Wilsonville, 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 (14 miles from Wilsonville, OR)
- 45+ days ago
- Portland, OR (14 miles from Wilsonville, 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...
Financial Advisor - Hillsboro, OR
- Hillsboro, OR (15 miles from Wilsonville, OR)
- 90+ days ago
- Hillsboro, OR (15 miles from Wilsonville, OR)
- 90+ 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 Wilsonville, OR
Moving to Wilsonville, OR? Find some basic demographic data about Wilsonville, OR below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Wilsonville, OR
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Wilsonville, 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
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- 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
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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