Personal Banker Jobs in Vancouver, WA
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.
Investment Counselor (Financial Advisor Alternative)
- West Linn, OR (24 miles from Vancouver, WA)
- 5 hours ago
- West Linn, OR (24 miles from Vancouver, WA)
- 5 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...
Management team where you will manage your own roster of our high-net-worth clients....
Financial Service Representative (Personal Banker) Clark County
- Vancouver, WA
- 2 days ago
- Vancouver, WA
- 2 days ago
About Columbia Credit Union Columbia CU is a full-service financial institution with $2.3 billion in assets, over 100k members and we pride ourselves in our commitment to Making Life Better in the...
Personal Banker Location : Location US-WA-Vancouver Location : Address 812 Washington St Location : City Vancouver Location : State/Province WA ID 2025-3582 Category Retail Banking Position Type Full...
- Tigard, OR (17 miles from Vancouver, WA)
- 3 days ago
- Tigard, OR (17 miles from Vancouver, WA)
- 3 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....
- Hillsboro, OR (13 miles from Vancouver, WA)
- 4 days ago
- Hillsboro, OR (13 miles from Vancouver, WA)
- 4 days ago
Banker job family....
Roving Personal Banker Eastside Oregon District
- Milwaukie, OR (18 miles from Vancouver, WA)
- 4 days ago
- Milwaukie, OR (18 miles from Vancouver, WA)
- 4 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....
Personal Banker Raleigh Slabtown Portland
- Portland, OR (13 miles from Vancouver, WA)
- 4 days ago
- Portland, OR (13 miles from Vancouver, WA)
- 4 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....
- Portland, OR (13 miles from Vancouver, WA)
- 4 days ago
- Portland, OR (13 miles from Vancouver, WA)
- 4 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....
We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business...
- Tigard, OR (17 miles from Vancouver, WA)
- 4 days ago
- Tigard, OR (17 miles from Vancouver, WA)
- 4 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....
- Beaverton, OR (14 miles from Vancouver, WA)
- 4 days ago
- Beaverton, OR (14 miles from Vancouver, WA)
- 4 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Financial Advisor - Vancouver, WA - Market 30, Region 226
- Vancouver, WA
- 5 days ago
- Vancouver, WA
- 5 days ago
Opportunity Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them...
Personal Banker Bilingual Spanish Washington Square Tigard
- Tigard, OR (17 miles from Vancouver, WA)
- 5 days ago
- Tigard, OR (17 miles from Vancouver, WA)
- 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....
- Lake Oswego, OR (19 miles from Vancouver, WA)
- 6 days ago
- Lake Oswego, OR (19 miles from Vancouver, WA)
- 6 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....
Demographic Data for Vancouver, WA
Moving to Vancouver, WA? Find some basic demographic data about Vancouver, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Vancouver, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Vancouver, WA 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
- 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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