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.
Associate Personal Banker (SAFE) - Happy Valley & Lake Pleasant
- Happy Valley, OR (6 miles from Oregon City, OR)
- 5 hours ago
- Happy Valley, OR (6 miles from Oregon City, OR)
- 5 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....
Investment Counselor (Financial Advisor Alternative)
- Hillsboro, OR (21 miles from Oregon City, OR)
- 13 hours ago
- Hillsboro, OR (21 miles from Oregon City, OR)
- 13 hours 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...
Investment Counselor Wealthbuilder (Entry Level Financial Advisor Alternative)
- Oregon City, OR
- 13 hours ago
- Oregon City, OR
- 13 hours ago
Management team where you will manage your own roster of our high-net-worth clients....
- Beaverton, OR (17 miles from Oregon City, OR)
- 3 days ago
- Beaverton, OR (17 miles from Oregon City, OR)
- 3 days ago
Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants...
- Beaverton, OR (17 miles from Oregon City, OR)
- 5 days ago
- Beaverton, OR (17 miles from Oregon City, OR)
- 5 days ago
Management team where you will manage your own roster of our high-net-worth clients....
Client Relationship Manager-Retirement
- Portland, OR (15 miles from Oregon City, OR)
- 13 days ago
- Portland, OR (15 miles from Oregon City, OR)
- 13 days ago
Together we fight for everyones opportunity for a better financial future. We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand up...
Remote Work- Hillsboro, OR (21 miles from Oregon City, OR)
- 13 days ago
- Hillsboro, OR (21 miles from Oregon City, OR)
- 13 days ago
This position is responsible for determining patient financial liability and completing the financial assessment, assisting in the discovery of the patient income and assets and in identifying the...
- Lake Oswego, OR (9 miles from Oregon City, OR)
- 17 days ago
- Lake Oswego, OR (9 miles from Oregon City, OR)
- 17 days ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients....
Personal Banker - Metro East Area
- Gresham, OR (13 miles from Oregon City, OR)
- 19 days ago
- Gresham, OR (13 miles from Oregon City, OR)
- 19 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Tigard, OR (15 miles from Oregon City, OR)
- 25 days ago
- Tigard, OR (15 miles from Oregon City, OR)
- 25 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....
- Portland, OR (15 miles from Oregon City, OR)
- 25 days ago
- Portland, OR (15 miles from Oregon City, OR)
- 25 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)
- 26 days ago
- Tigard, OR (15 miles from Oregon City, OR)
- 26 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....
- Lake Oswego, OR (9 miles from Oregon City, OR)
- 27 days ago
- Lake Oswego, OR (9 miles from Oregon City, OR)
- 27 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)
- 27 days ago
- Portland, OR (15 miles from Oregon City, OR)
- 27 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)
- 29 days ago
- Portland, OR (15 miles from Oregon City, OR)
- 29 days ago
This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors....
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
- 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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