Personal Banker Jobs in Camas, WA
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.
Private Client Banker - Cornell and Murray - Portland, OR
- Portland, OR (17 miles from Camas, WA)
- 1 hour ago
- Portland, OR (17 miles from Camas, WA)
- 1 hour 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...
Financial Advisor - Estate Planning
- Lake Grove, OR (22 miles from Camas, WA)
- 21 hours ago
- Lake Grove, OR (22 miles from Camas, WA)
- 21 hours 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...
- Lake Oswego, OR (21 miles from Camas, WA)
- 2 days ago
- Lake Oswego, OR (21 miles from Camas, WA)
- 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...
Private Client Banker - Fremont and Williams - Portland, OR
- Portland, OR (17 miles from Camas, WA)
- 2 days ago
- Portland, OR (17 miles from Camas, WA)
- 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...
- Oregon City, OR (22 miles from Camas, WA)
- 2 days ago
- Oregon City, OR (22 miles from Camas, WA)
- 2 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Personal Banker Bilingual Vancouver Mall
- Vancouver, WA (16 miles from Camas, WA)
- 3 days ago
- Vancouver, WA (16 miles from Camas, WA)
- 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....
- Washougal, WA (9 miles from Camas, WA)
- 3 days ago
- Washougal, WA (9 miles from Camas, WA)
- 3 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...
- Hillsboro, OR (24 miles from Camas, WA)
- 3 days ago
- Hillsboro, OR (24 miles from Camas, WA)
- 3 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...
Investment Counselor (Financial Advisor Alternative)
- Happy Valley, OR (17 miles from Camas, WA)
- 4 days ago
- Happy Valley, OR (17 miles from Camas, WA)
- 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...
- Gladstone, OR (20 miles from Camas, WA)
- 4 days ago
- Gladstone, OR (20 miles from Camas, WA)
- 4 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...
- Portland, OR (17 miles from Camas, WA)
- 7 days ago
- Portland, OR (17 miles from Camas, WA)
- 7 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...
- Woodland, WA (22 miles from Camas, WA)
- 8 days ago
- Woodland, WA (22 miles from Camas, WA)
- 8 days ago
Personal Banker Retail Banking Group Woodland,Washington Description About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout...
Personal Banker Hillsboro & I35 - TX
- Hillsboro, OR (24 miles from Camas, WA)
- 14 days ago
- Hillsboro, OR (24 miles from Camas, WA)
- 14 days ago
Personal Banker Hillsboro & I35 - TX Personal Banker Hillsboro & I35 - TX locations HILLSBORO, TX time type Full time posted on Posted Yesterday job requisition id R-438726 Why Wells Fargo: Are you...
- Gresham, OR (9 miles from Camas, WA)
- 28 days ago
- Gresham, OR (9 miles from Camas, WA)
- 28 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Battle Ground, WA (11 miles from Camas, WA)
- 29 days ago
- Battle Ground, WA (11 miles from Camas, WA)
- 29 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 Camas, WA
Moving to Camas, WA? Find some basic demographic data about Camas, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Camas, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Camas, WA 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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