Personal Banker Jobs in Warren, 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.
Merrill Experienced Financial Advisor
- Portland, OR (23 miles from Warren, OR)
- 1 day ago
- Portland, OR (23 miles from Warren, OR)
- 1 day ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Investment Counselor Wealthbuilder (Entry Level Financial Advisor Alternative)
- Portland, OR (23 miles from Warren, OR)
- 1 day ago
- Portland, OR (23 miles from Warren, OR)
- 1 day ago
Management team where you will manage your own roster of our high-net-worth clients....
JPMorgan Private Client Relationship Manager - Portland, OR
- Portland, OR (23 miles from Warren, OR)
- 5 days ago
- Portland, OR (23 miles from Warren, OR)
- 5 days ago
Are you passionate about building and maintaining high-network worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain...
- Vancouver, WA (11 miles from Warren, OR)
- 7 days ago
- Vancouver, WA (11 miles from Warren, OR)
- 7 days ago
Personal Banker Retail Banking Group Vancouver, Washington Description About Us: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture...
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- Portland, OR (23 miles from Warren, OR)
- 10 days ago
- Portland, OR (23 miles from Warren, 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....
Financial Advisor - Portland, OR
- Portland, OR (23 miles from Warren, OR)
- 19 days ago
- Portland, OR (23 miles from Warren, OR)
- 19 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...
Licensed Private Client Banker
- Beaverton, OR (22 miles from Warren, OR)
- 30+ days ago
- Beaverton, OR (22 miles from Warren, OR)
- 30+ days ago
Location: 4735 SW Hall Boulevard - Beaverton, Oregon 97005 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
- Portland, OR (23 miles from Warren, OR)
- 90+ days ago
- Portland, OR (23 miles from Warren, OR)
- 90+ 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....
Financial Advisor - Portland, OR / Vancouver, WA and surrounding areas
- Portland, OR (23 miles from Warren, OR)
- 60+ days ago
- Portland, OR (23 miles from Warren, OR)
- 60+ 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...
Financial Advisor - Hillsboro, OR
- Hillsboro, OR (20 miles from Warren, OR)
- 90+ days ago
- Hillsboro, OR (20 miles from Warren, OR)
- 90+ days ago
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and...
Demographic Data for Warren, OR
Moving to Warren, OR? Find some basic demographic data about Warren, OR below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Warren, OR
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Warren, 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
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Client Services
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Inbound/Outbound Calling
- Relationship Management
- Customer Relations
- Listening
- Retail
- Business Development
- High School Diploma
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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