Personal Banker Jobs in Albany, 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.
Financial Services Officer I - High Street Branch
- Salem, OR (23 miles from Albany, OR)
- 14 hours ago
- Salem, OR (23 miles from Albany, OR)
- 14 hours ago
Job Type Full-time Description Do you love your community and want to make a difference? Do you like to work hard and play hard? Are you passionate about member service and helping people succeed...
- Salem, OR (23 miles from Albany, OR)
- 3 days ago
- Salem, OR (23 miles from Albany, 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....
- Salem, OR (23 miles from Albany, OR)
- 7 days ago
- Salem, OR (23 miles from Albany, OR)
- 7 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....
Licensed Private Client Banker
- Stayton, OR (22 miles from Albany, OR)
- 10 days ago
- Stayton, OR (22 miles from Albany, OR)
- 10 days ago
Location: 805 N First Street - Stayton, Oregon 97383 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Contact Center Personal Banker
- Salem, OR (23 miles from Albany, OR)
- 11 days ago
- Salem, OR (23 miles from Albany, OR)
- 11 days ago
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote Work- Salem, OR (23 miles from Albany, OR)
- 12 days ago
- Salem, OR (23 miles from Albany, OR)
- 12 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
- Corvallis, OR (6 miles from Albany, OR)
- 21 days ago
- Corvallis, OR (6 miles from Albany, OR)
- 21 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....
- Stayton, OR (22 miles from Albany, OR)
- 24 days ago
- Stayton, OR (22 miles from Albany, OR)
- 24 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Personal Banker Associate I (Salem Mall)
- Salem, OR (23 miles from Albany, OR)
- 30+ days ago
- Salem, OR (23 miles from Albany, OR)
- 30+ days ago
Banker job family....
Financial Advisor - Corvallis, OR
- Corvallis, OR (6 miles from Albany, OR)
- 90+ days ago
- Corvallis, OR (6 miles from Albany, 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 Albany, OR
Moving to Albany, OR? Find some basic demographic data about Albany, OR below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Albany, OR
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Albany, 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
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »