Personal Banker Jobs in Gresham, 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.
Personal Banker Hollywood Rose
- Portland, OR (12 miles from Gresham, OR)
- 10 hours ago
- Portland, OR (12 miles from Gresham, OR)
- 10 hours 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....
Personal Banker SE 82nd and Foster
- Portland, OR (12 miles from Gresham, OR)
- 3 days ago
- Portland, OR (12 miles from Gresham, 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....
Roving Personal Banker Eastside District
- Milwaukie, OR (10 miles from Gresham, OR)
- 7 days ago
- Milwaukie, OR (10 miles from Gresham, OR)
- 7 days ago
**About this role:** Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Personal Banker Vancouver Mall
- Vancouver, WA (19 miles from Gresham, OR)
- 7 days ago
- Vancouver, WA (19 miles from Gresham, OR)
- 7 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....
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As a Member Relationship Advocate II you willfocus on improving the financial lives of members by building strongrelationships, delivering exceptional service, recommending andproviding product...
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....
- Vancouver, WA (19 miles from Gresham, OR)
- 16 days ago
- Vancouver, WA (19 miles from Gresham, OR)
- 16 days ago
This job posting is anticipated to remain open for 30 days, from 17-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Licensed Private Client Banker
- Tigard, OR (18 miles from Gresham, OR)
- 17 days ago
- Tigard, OR (18 miles from Gresham, OR)
- 17 days ago
Location: 12744 SW N Dakota - Tigard, Oregon 97223 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker...
- Sherwood, OR (23 miles from Gresham, OR)
- 18 days ago
- Sherwood, OR (23 miles from Gresham, OR)
- 18 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Portland, OR (12 miles from Gresham, OR)
- 21 days ago
- Portland, OR (12 miles from Gresham, OR)
- 21 days ago
Also responsible for uncovering and originating consumer lending opportunities....
- Oregon City, OR (13 miles from Gresham, OR)
- 23 days ago
- Oregon City, OR (13 miles from Gresham, OR)
- 23 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Portland, OR (12 miles from Gresham, OR)
- 24 days ago
- Portland, OR (12 miles from Gresham, OR)
- 24 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Portland, OR (12 miles from Gresham, OR)
- 60+ days ago
- Portland, OR (12 miles from Gresham, OR)
- 60+ 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....
Financial Advisor - Portland, OR / Vancouver, WA and surrounding areas
- Portland, OR (12 miles from Gresham, OR)
- 30+ days ago
- Portland, OR (12 miles from Gresham, OR)
- 30+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Camas, WA (9 miles from Gresham, OR)
- 45+ days ago
- Camas, WA (9 miles from Gresham, OR)
- 45+ days ago
Management team where you will manage your own roster of our high-net-worth clients....
Demographic Data for Gresham, OR
Moving to Gresham, OR? Find some basic demographic data about Gresham, OR below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Gresham, OR
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Gresham, 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
- Mortgage Lending
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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