Personal Banker Jobs in Jefferson, 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.
- Salem, OR (14 miles from Jefferson, OR)
- 3 days ago
- Salem, OR (14 miles from Jefferson, OR)
- 3 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....
Float Financial Services Officer I - High Street Branch
- Salem, OR (14 miles from Jefferson, OR)
- 3 days ago
- Salem, OR (14 miles from Jefferson, OR)
- 3 days 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 (14 miles from Jefferson, OR)
- 6 days ago
- Salem, OR (14 miles from Jefferson, OR)
- 6 days ago
Also responsible for uncovering and originating consumer lending opportunities....
- Corvallis, OR (14 miles from Jefferson, OR)
- 8 days ago
- Corvallis, OR (14 miles from Jefferson, OR)
- 8 days ago
Job Listing ID: 4280246 Job Title: Financial Advisor Application Deadline: 06/30/2025Job Location: Corvallis Date Posted: 05/27/2025Hours Worked Per Week: 40 Shift: Day Shift Duration of Job: Full...
- Salem, OR (14 miles from Jefferson, OR)
- 10 days ago
- Salem, OR (14 miles from Jefferson, OR)
- 10 days ago
Banker Position Location Citizens Bank – Salem Branch Type: Non-Exempt/Non-Officer Reports to: Branch Manager Description As a Personal Banker at Citizens Bank, you are at the forefront of delivering...
- Salem, OR (14 miles from Jefferson, OR)
- 14 days ago
- Salem, OR (14 miles from Jefferson, OR)
- 14 days ago
Company Description Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. With a big-picture approach that combines insurance and investments,...
- Lebanon, OR (20 miles from Jefferson, OR)
- 20 days ago
- Lebanon, OR (20 miles from Jefferson, OR)
- 20 days ago
This job posting is anticipated to remain open for 30 days, from 19-May-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
Financial Services Officer I - Monmouth Branch
- Monmouth, OR (16 miles from Jefferson, OR)
- 27 days ago
- Monmouth, OR (16 miles from Jefferson, OR)
- 27 days 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...
Licensed Private Client Banker
- Stayton, OR (14 miles from Jefferson, OR)
- 45+ days ago
- Stayton, OR (14 miles from Jefferson, OR)
- 45+ 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...
Financial Advisor - Corvallis, OR
- Corvallis, OR (14 miles from Jefferson, OR)
- 90+ days ago
- Corvallis, OR (14 miles from Jefferson, 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 Jefferson, OR
Moving to Jefferson, OR? Find some basic demographic data about Jefferson, OR below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Jefferson, OR
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Jefferson, 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
- 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
- Treasury
- 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
- Listening
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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