Personal Banker Jobs in Monroe, 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.
Senior Personal Banker (Junction City, OR)
- Junction City, OR (9 miles from Monroe, OR)
- 6 days ago
- Junction City, OR (9 miles from Monroe, OR)
- 6 days ago
Spanish-speaking personal bankers who pass a standardized test receive an additional $2 per hour....
- Eugene, OR (23 miles from Monroe, OR)
- 30+ days ago
- Eugene, OR (23 miles from Monroe, OR)
- 30+ days ago
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...
- Corvallis, OR (20 miles from Monroe, OR)
- 30+ days ago
- Corvallis, OR (20 miles from Monroe, OR)
- 30+ 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...
Personal Banker - 11th & Conger
- Eugene, OR (23 miles from Monroe, OR)
- 45+ days ago
- Eugene, OR (23 miles from Monroe, OR)
- 45+ days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Eugene, OR (23 miles from Monroe, OR)
- 45+ days ago
- Eugene, OR (23 miles from Monroe, OR)
- 45+ days ago
Spanish-speaking personal bankers who pass a standardized test receive an additional $2 per hour....
Senior Personal Banker (Lane County)
- Eugene, OR (23 miles from Monroe, OR)
- 45+ days ago
- Eugene, OR (23 miles from Monroe, OR)
- 45+ days ago
Spanish-speaking personal bankers who pass a standardized test receive an additional $2 per hour....
Financial Advisor - Corvallis, OR
- Corvallis, OR (20 miles from Monroe, OR)
- 90+ days ago
- Corvallis, OR (20 miles from Monroe, 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 Monroe, OR
Moving to Monroe, OR? Find some basic demographic data about Monroe, OR below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Monroe, OR
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Monroe, 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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