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.
- Portland, OR (13 miles from Vancouver, WA)
- 5 hours ago
- Portland, OR (13 miles from Vancouver, WA)
- 5 hours ago
Job Description We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing a practice while providing a very high...
- Tigard, OR (17 miles from Vancouver, WA)
- 1 day ago
- Tigard, OR (17 miles from Vancouver, WA)
- 1 day ago
Also responsible for uncovering and originating consumer lending opportunities....
Personal Banker Raleigh Slabtown
- Portland, OR (13 miles from Vancouver, WA)
- 2 days ago
- Portland, OR (13 miles from Vancouver, WA)
- 2 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....
Investment Counselor (Financial Advisor Alternative)
- Marylhurst, OR (21 miles from Vancouver, WA)
- 2 days ago
- Marylhurst, OR (21 miles from Vancouver, WA)
- 2 days 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...
- Tualatin, OR (23 miles from Vancouver, WA)
- 3 days ago
- Tualatin, OR (23 miles from Vancouver, WA)
- 3 days 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...
- Troutdale, OR (20 miles from Vancouver, WA)
- 3 days ago
- Troutdale, OR (20 miles from Vancouver, WA)
- 3 days 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...
- 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....
- Tigard, OR (17 miles from Vancouver, WA)
- 6 days ago
- Tigard, OR (17 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....
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Sherwood, OR (24 miles from Vancouver, WA)
- 7 days ago
- Sherwood, OR (24 miles from Vancouver, WA)
- 7 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Hillsboro, OR (13 miles from Vancouver, WA)
- 8 days ago
- Hillsboro, OR (13 miles from Vancouver, WA)
- 8 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 Vancouver, WA)
- 13 days ago
- Portland, OR (13 miles from Vancouver, WA)
- 13 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...
Private Client Banker - Greenway Town Center - Tigard, OR
- Tigard, OR (17 miles from Vancouver, WA)
- 16 days ago
- Tigard, OR (17 miles from Vancouver, WA)
- 16 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Financial Representative - OR
- Portland, OR (13 miles from Vancouver, WA)
- 20 days ago
- Portland, OR (13 miles from Vancouver, WA)
- 20 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 days ago
- Vancouver, WA
- 24 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...
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
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- 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
- Retail
- Business Development
- 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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