Personal Banker Jobs in Mcminnville, 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 (20 miles from Mcminnville, OR)
- 5 hours ago
- Salem, OR (20 miles from Mcminnville, OR)
- 5 hours ago
Job Summary The Financial Analyst II role exists to oversee the ongoing review of new prices, price adjustment requests, and maintenance of all existing charge-related prices for the System. This...
- Sherwood, OR (22 miles from Mcminnville, OR)
- 7 days ago
- Sherwood, OR (22 miles from Mcminnville, OR)
- 7 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Sherwood, OR (22 miles from Mcminnville, OR)
- 18 days ago
- Sherwood, OR (22 miles from Mcminnville, OR)
- 18 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...
Financial Advisor - Portland, OR / Vancouver, WA and surrounding areas
- Salem, OR (20 miles from Mcminnville, OR)
- 24 days ago
- Salem, OR (20 miles from Mcminnville, OR)
- 24 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...
Personal Banker Roving Woodburn Westside Valley
- McMinnville, OR
- 26 days ago
- McMinnville, OR
- 26 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....
Bilingual Financial Services Officer I - West Salem Branch
- Salem, OR (20 miles from Mcminnville, OR)
- 30+ days ago
- Salem, OR (20 miles from Mcminnville, OR)
- 30+ 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...
Demographic Data for Mcminnville, OR
Moving to Mcminnville, OR? Find some basic demographic data about Mcminnville, OR below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Mcminnville, OR
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Mcminnville, OR offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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