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)
- Wood Village, OR (16 miles from Portland, OR)
- 22 hours ago
- Wood Village, OR (16 miles from Portland, OR)
- 22 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)
- West Linn, OR (11 miles from Portland, OR)
- 22 hours ago
- West Linn, OR (11 miles from Portland, OR)
- 22 hours ago
Management team where you will manage your own roster of our high-net-worth clients....
- Battle Ground, WA (22 miles from Portland, OR)
- 1 day ago
- Battle Ground, WA (22 miles from Portland, OR)
- 1 day ago
Also responsible for uncovering and originating consumer lending opportunities....
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Personal Banker Lake Grove Main
- Lake Oswego, OR (6 miles from Portland, OR)
- 3 days ago
- Lake Oswego, OR (6 miles from Portland, OR)
- 3 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 Advisor - Certification Provided
- Vancouver, WA (13 miles from Portland, OR)
- 4 days ago
- Vancouver, WA (13 miles from Portland, OR)
- 4 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 17-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
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...
Personal Banker Sunnyside Marketplace
- Clackamas, OR (10 miles from Portland, OR)
- 5 days ago
- Clackamas, 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....
- Tigard, OR (6 miles from Portland, OR)
- 5 days ago
- Tigard, OR (6 miles from Portland, OR)
- 5 days ago
Do you enjoy helping others reach their goals, solve financial puzzles, and make confident money moves? We're looking for a motivated and trustworthy Financial Advisor to join a growing team of...
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)
- 25 days ago
- Vancouver, WA (13 miles from Portland, OR)
- 25 days ago
This job posting is anticipated to remain open for 30 days, from 17-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Licensed Private Client Banker
- Tigard, OR (6 miles from Portland, OR)
- 27 days ago
- Tigard, OR (6 miles from Portland, OR)
- 27 days ago
Location: 12744 SW N Dakota - Tigard, Oregon 97223 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker...
- Sherwood, OR (13 miles from Portland, OR)
- 27 days ago
- Sherwood, OR (13 miles from Portland, OR)
- 27 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Oregon City, OR (15 miles from Portland, OR)
- 30+ days ago
- Oregon City, OR (15 miles from Portland, OR)
- 30+ days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
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
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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