Personal Banker Jobs in Oregon City, 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 Bilingual SE 103rd and Washington
- Portland, OR (15 miles from Oregon City, OR)
- 8 hours ago
- Portland, OR (15 miles from Oregon City, OR)
- 8 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....
- Portland, OR (15 miles from Oregon City, OR)
- 11 hours ago
- Portland, OR (15 miles from Oregon City, OR)
- 11 hours ago
At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who careabout you, about our clients, and about our communities. Here, youll work towards our...
Investment Counselor (Financial Advisor Alternative)
- Gresham, OR (13 miles from Oregon City, OR)
- 1 day ago
- Gresham, OR (13 miles from Oregon City, OR)
- 1 day 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...
Remote Work- Portland, OR (15 miles from Oregon City, OR)
- 2 days ago
- Portland, OR (15 miles from Oregon City, OR)
- 2 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....
- Portland, OR (15 miles from Oregon City, OR)
- 2 days ago
- Portland, OR (15 miles from Oregon City, OR)
- 2 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....
- Tigard, OR (15 miles from Oregon City, OR)
- 2 days ago
- Tigard, OR (15 miles from Oregon City, OR)
- 2 days ago
Also responsible for uncovering and originating consumer lending opportunities....
Financial Advisor - Happy Valley-Goose Bay, NL
- Happy Valley, OR (6 miles from Oregon City, OR)
- 7 days ago
- Happy Valley, OR (6 miles from Oregon City, OR)
- 7 days ago
Requisition ID: 233959 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What your role will be Senior Financial Advisor At Scotiabank we help...
- Portland, OR (15 miles from Oregon City, OR)
- 7 days ago
- Portland, OR (15 miles from Oregon City, OR)
- 7 days ago
Job Listing ID: 4333949 Job Title: Inbound Personal Banker Application Deadline: Open Until FilledJob Location: Portland Date Posted: 08/20/2025Hours Worked Per Week: Not Provided Shift: Not Provided...
Senior Associate Financial Advisor
- Hillsboro, OR (21 miles from Oregon City, OR)
- 8 days ago
- Hillsboro, OR (21 miles from Oregon City, OR)
- 8 days ago
The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting and growing an existing book of business under the guidance of an established...
Personal Banker - Oregon (Returning Intern)
- Portland, OR (15 miles from Oregon City, OR)
- 13 days ago
- Portland, OR (15 miles from Oregon City, OR)
- 13 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Portland, OR (15 miles from Oregon City, OR)
- 13 days ago
- Portland, OR (15 miles from Oregon City, OR)
- 13 days ago
Job Listing ID: 4331511 Job Title: Financial Advisor Application Deadline: Open Until FilledJob Location: Portland Date Posted: 08/16/2025Hours Worked Per Week: Not Provided Shift: Not Provided...
- Lake Oswego, OR (9 miles from Oregon City, OR)
- 19 days ago
- Lake Oswego, OR (9 miles from Oregon City, OR)
- 19 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....
Financial Services Officer I - Wilsonville Branch
- Wilsonville, OR (12 miles from Oregon City, OR)
- 20 days ago
- Wilsonville, OR (12 miles from Oregon City, OR)
- 20 days ago
Job Type Full-time Description Maps Credit Union is excited to announce that we are expanding our service footprint for our members with the addition of the brand new Wilsonville Branch! We seek a...
- Fairview, OR (15 miles from Oregon City, OR)
- 21 days ago
- Fairview, OR (15 miles from Oregon City, OR)
- 21 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...
- Sherwood, OR (16 miles from Oregon City, OR)
- 21 days ago
- Sherwood, OR (16 miles from Oregon City, OR)
- 21 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Demographic Data for Oregon City, OR
Moving to Oregon City, OR? Find some basic demographic data about Oregon City, OR below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Oregon City, OR
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Oregon City, 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
- Personal Banker
- Consultative Sales
- Flexibility
- Retail Banking
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Account Opening
- Dodd-Frank
- Consumer Lending
- Lending
- Commercial Banking
- Nationwide Mortgage Licensing System & Registry
- BSA
- Private Banking
- 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
- Business Development
- Retail
- Math
- Customer Relations
- High School Diploma
- 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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