Personal Banker Jobs in Sherwood, 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.
Financial Advisor - Happy Valley-Goose Bay, NL
- Happy Valley, OR (16 miles from Sherwood, OR)
- 2 days ago
- Happy Valley, OR (16 miles from Sherwood, OR)
- 2 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 (13 miles from Sherwood, OR)
- 2 days ago
- Portland, OR (13 miles from Sherwood, OR)
- 2 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 (11 miles from Sherwood, OR)
- 3 days ago
- Hillsboro, OR (11 miles from Sherwood, OR)
- 3 days ago
medical, dental, and vision coverage 401K matching up to 5% per pay period Accrue up to 17 days of Paid Time Off your first year of employment 11 paid federal holidays Special employee pricing on lending...
Personal Banker - Oregon (Returning Intern)
- Portland, OR (13 miles from Sherwood, OR)
- 8 days ago
- Portland, OR (13 miles from Sherwood, OR)
- 8 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Portland, OR (13 miles from Sherwood, OR)
- 8 days ago
- Portland, OR (13 miles from Sherwood, OR)
- 8 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 Sherwood, OR)
- 14 days ago
- Lake Oswego, OR (9 miles from Sherwood, OR)
- 14 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 (5 miles from Sherwood, OR)
- 14 days ago
- Wilsonville, OR (5 miles from Sherwood, OR)
- 14 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...
Private Client Banker Vancouver, Vancouver, WA
- Vancouver, WA (24 miles from Sherwood, OR)
- 16 days ago
- Vancouver, WA (24 miles from Sherwood, OR)
- 16 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Hillsboro, OR (11 miles from Sherwood, OR)
- 17 days ago
- Hillsboro, OR (11 miles from Sherwood, OR)
- 17 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....
Merrill Market Client Relationship Manager
- Portland, OR (13 miles from Sherwood, OR)
- 22 days ago
- Portland, OR (13 miles from Sherwood, OR)
- 22 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
Personal Financial Representative - OR
- Portland, OR (13 miles from Sherwood, OR)
- 29 days ago
- Portland, OR (13 miles from Sherwood, OR)
- 29 days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote WorkFinancial Advisor - Portland, OR / Vancouver, WA and surrounding areas
- Vancouver, WA (24 miles from Sherwood, OR)
- 30+ days ago
- Vancouver, WA (24 miles from Sherwood, OR)
- 30+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
- Portland, OR (13 miles from Sherwood, OR)
- 30+ days ago
- Portland, OR (13 miles from Sherwood, OR)
- 30+ days ago
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments)....
Financial Advisor - Portland, OR
- Portland, OR (13 miles from Sherwood, OR)
- 45+ days ago
- Portland, OR (13 miles from Sherwood, OR)
- 45+ days ago
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...
Demographic Data for Sherwood, OR
Moving to Sherwood, OR? Find some basic demographic data about Sherwood, OR below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Sherwood, OR
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Sherwood, 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
- Business Planning
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Account Opening
- Lending
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- High School Diploma
- Customer Relations
- 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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