Personal Banker Jobs in Woodburn, 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 - Career Change Opportunity
- Beaverton, OR (24 miles from Woodburn, OR)
- 13 hours ago
- Beaverton, OR (24 miles from Woodburn, OR)
- 13 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 10-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Beaverton, OR (24 miles from Woodburn, OR)
- 5 hours ago
- Beaverton, OR (24 miles from Woodburn, OR)
- 5 hours ago
Management team where you will manage your own roster of our high-net-worth clients....
- Happy Valley, OR (24 miles from Woodburn, OR)
- 18 hours ago
- Happy Valley, OR (24 miles from Woodburn, OR)
- 18 hours ago
Personal Banker Retail Banking Group Happy Valley, Oregon **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a...
- Beaverton, OR (24 miles from Woodburn, OR)
- 23 hours ago
- Beaverton, OR (24 miles from Woodburn, OR)
- 23 hours ago
This job posting is anticipated to remain open for 30 days, from 10-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
- Gladstone, OR (20 miles from Woodburn, OR)
- 2 days ago
- Gladstone, OR (20 miles from Woodburn, OR)
- 2 days ago
Management team where you will manage your own roster of our high-net-worth clients....
- Salem, OR (14 miles from Woodburn, OR)
- 6 days ago
- Salem, OR (14 miles from Woodburn, OR)
- 6 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....
Float Financial Services Officer I - High Street Branch
- Salem, OR (14 miles from Woodburn, OR)
- 6 days ago
- Salem, OR (14 miles from Woodburn, OR)
- 6 days ago
Job Type Full-time Description Do you love your community and want to make a difference? Do you like to work hard and play hard? Are you passionate about member service and helping people succeed...
Roving Personal Banker Eastside Oregon District
- Milwaukie, OR (23 miles from Woodburn, OR)
- 6 days ago
- Milwaukie, OR (23 miles from Woodburn, OR)
- 6 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Tigard, OR (21 miles from Woodburn, OR)
- 7 days ago
- Tigard, OR (21 miles from Woodburn, OR)
- 7 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....
Personal Banker Bilingual Spanish Washington Square Tigard
- Tigard, OR (21 miles from Woodburn, OR)
- 7 days ago
- Tigard, OR (21 miles from Woodburn, OR)
- 7 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....
- McMinnville, OR (20 miles from Woodburn, OR)
- 8 days ago
- McMinnville, OR (20 miles from Woodburn, OR)
- 8 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 (20 miles from Woodburn, OR)
- 8 days ago
- Lake Oswego, OR (20 miles from Woodburn, OR)
- 8 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....
- Clackamas, OR (24 miles from Woodburn, OR)
- 12 days ago
- Clackamas, OR (24 miles from Woodburn, OR)
- 12 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...
Personal Banker Associate II - Heartland Crossing
- Canby, OR (10 miles from Woodburn, OR)
- 17 days ago
- Canby, OR (10 miles from Woodburn, OR)
- 17 days ago
Banker job family....
- Salem, OR (14 miles from Woodburn, OR)
- 17 days ago
- Salem, OR (14 miles from Woodburn, OR)
- 17 days ago
Company Description Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. With a big-picture approach that combines insurance and investments,...
Demographic Data for Woodburn, OR
Moving to Woodburn, OR? Find some basic demographic data about Woodburn, OR below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Woodburn, OR
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Woodburn, 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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