Personal Banker Jobs in Eugene, 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.
OCCU, a member-owned credit union based in Eugene, Oregon, is guided by its vision to Enrich Lives. This vision shapes every action, aligning the team with a greater sense of purpose. With each...
- Springfield, OR (3 miles from Eugene, OR)
- 10 days ago
- Springfield, OR (3 miles from Eugene, OR)
- 10 days ago
Also responsible for uncovering and originating consumer lending opportunities....
We're hiring a Financial Advisor to serve the members of OCCU (Oregon Community Credit Union) in Eugene, Oregon-through a unique partnership with Priority Financial Group (PFG). With over $3.4B in...
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Spanish-speaking personal bankers who pass a standardized test receive an additional $2 per hour....
Spanish-speaking personal bankers who pass a standardized test receive an additional $2 per hour....
Job Summary: Personal Banker Retail Banking Group Bend,Oregon Redmond,Oregon Eugene,Oregon Description About Us: At Umpqua, we create a great place to work by offering a unique brand of relationship...
Licensed Private Client Banker
- Veneta, OR (19 miles from Eugene, OR)
- 30+ days ago
- Veneta, OR (19 miles from Eugene, OR)
- 30+ days ago
Location: 88140 Territorial Road - Veneta, Oregon 97487 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
TITLE: Personal Banker (Client Services Advisor) REPORTS TO: New Accounts Team Lead FLSA: Non-Exempt CATEGORY: Full Time SHIFT: FT Monday - Friday 8:00am - 5:00pm MEAL/BREAKS: One (1) paid 15 minute...
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 Eugene, OR
Moving to Eugene, OR? Find some basic demographic data about Eugene, OR below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Eugene, OR
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Eugene, OR offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- 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
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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