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.
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Oregon City, OR
- 1 hour ago
- Oregon City, OR
- 1 hour ago
Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of...
Also responsible for uncovering and originating consumer lending opportunities....
Private Client Banker - Cornell and Murray - Portland, OR
- Portland, OR
- 11 hours ago
- Portland, OR
- 11 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...
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Handle all monetary transactions for customers (i.e., deposit, withdrawals, check cashing, etc.)....
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...
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...
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...
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...
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
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...
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...
Demographic Data for Oregon
Moving to Oregon? Find some basic demographic data about Oregon below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Oregon
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Oregon 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
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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