Personal Banker Jobs in Oregon

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.

1-15 of 32 Jobs

Personal Banker

  • Eugene, OR
  • 9 hours ago
  • Eugene, OR
  • 9 hours ago

Also responsible for uncovering and originating consumer lending opportunities....

Private Client Banker - Cornell and Murray - Portland, OR

  • Portland, OR
  • 9 hours ago
  • Portland, OR
  • 9 hours ago

JobID: 210606848 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-03-12T14:42:37+00:00 JobShift: : You have a passion for taking care of our customers and employees and...

Personal Banker

  • Medford, OR
  • 9 hours ago
  • Medford, OR
  • 9 hours ago

Handle all monetary transactions for customers (i.e., deposit, withdrawals, check cashing, etc.)....

Financial Advisor - Estate Planning

  • Lake Grove, OR
  • 1 day ago
  • Lake Grove, OR
  • 1 day ago

Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an...

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Financial Advisor

  • Eugene, OR
  • 1 day ago
  • Eugene, OR
  • 1 day ago

The Financial Advisor will collaborate with Jones & Roth CPAs to develop and implement comprehensive tax and investment strategies tailored to each client's personal goals. The advisor will be...

Investment Counselor (Financial Advisor Alternative)

  • Columbia City, OR
  • 2 days ago
  • Columbia City, OR
  • 2 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...

Financial Advisor

  • Lake Oswego, OR
  • 2 days ago
  • Lake Oswego, OR
  • 2 days ago

Application Deadline: 04/10/2025 Address: 4949 Meadows Rd. Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members...

Estate Financial Advisor

  • Columbia City, OR
  • 2 days ago
  • Columbia City, OR
  • 2 days ago

Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an...

Private Client Banker - Fremont and Williams - Portland, OR

  • Portland, OR
  • 2 days ago
  • Portland, OR
  • 2 days ago

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...

Personal Banker - Hilltop

  • Oregon City, OR
  • 2 days ago
  • Oregon City, OR
  • 2 days ago

The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....

Personal Banker - McMinnville

  • McMinnville, OR
  • 2 days ago
  • McMinnville, OR
  • 2 days ago

The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....

Financial Counselor

  • Mulino, OR
  • 4 days ago
  • Mulino, 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...

Financial Advisor

  • Portland, OR
  • 8 days ago
  • Portland, OR
  • 8 days ago

This licensed Financial Representative or Investment Advisory Representative will work as a 1099 independent contractor to sell life insurance and retirement. Work can be done remotely across the...

Personal Banker

  • Florence, OR
  • 8 days ago
  • Florence, OR
  • 8 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....

Personal Banker Prineville

  • Prineville, OR
  • 13 days ago
  • Prineville, OR
  • 13 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....

Demographic Data for Oregon

Moving to Oregon? Find some basic demographic data about Oregon below.


Local
National
4,237,097
119,915

Personal Banker Online Courses and Training Opportunities

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Personal Branding
Public perception of an individual is generally based on the individuals actions and achievements. Leaders and individuals project themselves as different and thereby influence public perception....
Personal Finance
The Personal Finance Professional Certificate is designed for individuals to build financial literacy, one of the most pressing needs Americans face today. Financial decisions made by individuals...
Psychology of Personal Growth
Learn to understand personal growth from a comparative perspective. Want to learn about how you become who you are, but not sure where to kick off that journey? This is a fantastic course for you....

Salary for Personal Banker Jobs in Oregon

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireBanking research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Banker positions.



Highest Education Level

Personal Bankers in Oregon offer the following education background
Bachelor's Degree
39.8%
High School or GED
20.4%
Master's Degree
14.1%
Associate's Degree
12.8%
Vocational Degree or Certification
8.7%
Some College
2.7%
Doctorate Degree
0.9%
Some High School
0.6%

Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Bankers in Oregon
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%



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