Personal Banker Jobs in Aloha, 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.
- Vancouver, WA (13 miles from Aloha, OR)
- 1 day ago
- Vancouver, WA (13 miles from Aloha, OR)
- 1 day 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....
- Beaverton, OR (3 miles from Aloha, OR)
- 1 day ago
- Beaverton, OR (3 miles from Aloha, OR)
- 1 day ago
Management team where you will manage your own roster of our high-net-worth clients....
- Vancouver, WA (13 miles from Aloha, OR)
- 2 days ago
- Vancouver, WA (13 miles from Aloha, OR)
- 2 days ago
Personal Banker Retail Banking Group Vancouver, Washington **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a...
- Portland, OR (8 miles from Aloha, OR)
- 2 days ago
- Portland, OR (8 miles from Aloha, OR)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 23-Jun-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
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Investment Counselor (Financial Advisor Alternative)
- West Linn, OR (15 miles from Aloha, OR)
- 7 days ago
- West Linn, OR (15 miles from Aloha, OR)
- 7 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...
Client Relationship Manager-Retirement
- Portland, OR (8 miles from Aloha, OR)
- 8 days ago
- Portland, OR (8 miles from Aloha, OR)
- 8 days ago
Together we fight for everyones opportunity for a better financial future. We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand up...
Remote WorkThis position is responsible for determining patient financial liability and completing the financial assessment, assisting in the discovery of the patient income and assets and in identifying the...
- Lake Oswego, OR (11 miles from Aloha, OR)
- 13 days ago
- Lake Oswego, OR (11 miles from Aloha, OR)
- 13 days ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients....
- Vancouver, WA (13 miles from Aloha, OR)
- 13 days ago
- Vancouver, WA (13 miles from Aloha, OR)
- 13 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Personal Banker - Metro East Area
- Gresham, OR (20 miles from Aloha, OR)
- 14 days ago
- Gresham, OR (20 miles from Aloha, OR)
- 14 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- West Linn, OR (15 miles from Aloha, OR)
- 16 days ago
- West Linn, OR (15 miles from Aloha, OR)
- 16 days ago
Management team where you will manage your own roster of our high-net-worth clients....
- Portland, OR (8 miles from Aloha, OR)
- 17 days ago
- Portland, OR (8 miles from Aloha, OR)
- 17 days ago
Management team where you will manage your own roster of our high-net-worth clients....
Financial Service Representative (Personal Banker) Clark County
- Vancouver, WA (13 miles from Aloha, OR)
- 18 days ago
- Vancouver, WA (13 miles from Aloha, OR)
- 18 days ago
About Columbia Credit Union Columbia CU is a full-service financial institution with $2.3 billion in assets, over 100k members and we pride ourselves in our commitment to Making Life Better in the...
- Vancouver, WA (13 miles from Aloha, OR)
- 19 days ago
- Vancouver, WA (13 miles from Aloha, OR)
- 19 days ago
Personal Banker Location : Location US-WA-Vancouver Location : Address 812 Washington St Location : City Vancouver Location : State/Province WA ID 2025-3582 Category Retail Banking Position Type Full...
- Tigard, OR (6 miles from Aloha, OR)
- 20 days ago
- Tigard, OR (6 miles from Aloha, OR)
- 20 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....
Demographic Data for Aloha, OR
Moving to Aloha, OR? Find some basic demographic data about Aloha, OR below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Aloha, OR
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Aloha, OR offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Networking
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Investigation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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