Personal Banker Jobs in Portland, 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.
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)
- Portland, OR
- 3 days ago
- Portland, OR
- 3 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...
- Mulino, OR (21 miles from Portland, OR)
- 3 days ago
- Mulino, OR (21 miles from Portland, OR)
- 3 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...
- Battle Ground, WA (22 miles from Portland, OR)
- 3 days ago
- Battle Ground, WA (22 miles from Portland, OR)
- 3 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...
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
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....
Investment Counselor Wealthbuilder (Entry Level Financial Advisor Alternative)
- Boring, OR (18 miles from Portland, OR)
- 4 days ago
- Boring, OR (18 miles from Portland, OR)
- 4 days ago
Management team where you will manage your own roster of our high-net-worth clients....
Also responsible for uncovering and originating consumer lending opportunities....
Associate Personal Banker (SAFE) - Happy Valley & Lake Pleasant
- Happy Valley, OR (10 miles from Portland, OR)
- 5 days ago
- Happy Valley, OR (10 miles from Portland, OR)
- 5 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....
- Vancouver, WA (13 miles from Portland, OR)
- 10 days ago
- Vancouver, WA (13 miles from Portland, OR)
- 10 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....
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 (8 miles from Portland, OR)
- 18 days ago
- Hillsboro, OR (8 miles from Portland, OR)
- 18 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 (6 miles from Portland, OR)
- 22 days ago
- Lake Oswego, OR (6 miles from Portland, OR)
- 22 days ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients....
- Vancouver, WA (13 miles from Portland, OR)
- 23 days ago
- Vancouver, WA (13 miles from Portland, OR)
- 23 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Personal Banker - Metro East Area
- Gresham, OR (12 miles from Portland, OR)
- 24 days ago
- Gresham, OR (12 miles from Portland, OR)
- 24 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Demographic Data for Portland, OR
Moving to Portland, OR? Find some basic demographic data about Portland, OR below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Portland, OR
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Portland, 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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