Register
Recruit Create CV

Certified Personal Banker Jobs in Oregon

Personal Banker Jobs
By PNC At Northglenn, CO, United States
Higher in range – Experience and skills add value above typical requirements of the role
Lower in range – Building skills and experience in the job
Within the range – Experience and skills align with proficiency in the role
Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
Compensation range may vary based on Geographic Location
Role is incentive eligible with the payment based upon company, business and individual performance.
Personal Banker - Ellendale Drive
By Umpqua Bank At , Dallas, 97338, Or $18.00 - $21.60 an hour
Review and maintain knowledge of products, fees and policies and stays current on offerings and can make product suggestions with assistance.
Requires reading, writing and basic arithmetic skills
Less than 2 years of previous banking or demonstrated sales experience, preferred.
Handle a wide variety of transactions on multiple systems in a timely manner with a high degree of accuracy.
Maintain responsibility for cash drawer and follows proper balancing procedures.
Provide excellent customer service by providing answers and assistance for customers' questions and concerns.
Part-Time Personal Banker - Keizer
By Oregon Community Credit Union At , Keizer, 97303, Or $23.20 - $25.70 an hour
OCCU offers a robust compensation and benefits package including:
Two years of similar or related experience.
Stay current on products, procedures, and other pertinent changes. Attend and complete training that enhances one’s ability to perform the job.
To thrive in this role, you must have:
OCCU is an Equal Opportunity Employer.
Personal Banker Jobs
By Banner Bank At , Eagle Point, 97524, Or From $20 an hour
1 or more years of Personal Banker experience or similar experience required
Have a phone interview with the manager or recruiter
Have an on-site interview with the manager and another key member or two of the team
Get an offer if it’s the right fit for you and Banner
Targeted starting hourly range (based on experience): $20.00+/hour
Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
Personal Banker - Lebanon, Or
By KeyBank At , Lebanon, 97355, Or
High School Diploma , GED or equivalent business experience (required) or
Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required)
Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers and transactions
Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals
Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients

Are you looking for a rewarding career in banking? Become a Certified Personal Banker and join our team! Our Certified Personal Bankers provide personalized banking services to our customers, helping them to manage their finances and reach their financial goals. With competitive pay and benefits, you'll have the opportunity to make a difference in the lives of our customers. Apply today and start your journey to success!

Overview A Certified Personal Banker is a financial professional who provides personalized banking services to customers. They are responsible for helping customers manage their finances, providing advice on investments, and helping them make informed decisions about their financial future. Detailed Job Description A Certified Personal Banker is responsible for providing personalized banking services to customers. They must be knowledgeable about banking products and services, and be able to explain them to customers in a clear and concise manner. They must be able to assess customer needs and provide appropriate solutions. They must also be able to identify potential sales opportunities and cross-sell products and services. Job Skills Required
• Knowledge of banking products and services
• Excellent customer service skills
• Strong communication and interpersonal skills
• Ability to assess customer needs and provide appropriate solutions
• Ability to identify potential sales opportunities
• Ability to cross-sell products and services
• Knowledge of financial regulations and compliance
• Proficiency in computer applications
Job Qualifications
• Bachelor’s degree in finance, business, or a related field
• Previous experience in banking or financial services
• Certification in personal banking or financial services
• Knowledge of banking regulations and compliance
Job Knowledge
• Knowledge of banking products and services
• Knowledge of financial regulations and compliance
• Knowledge of banking regulations and compliance
• Knowledge of financial markets and investments
Job Experience
• Previous experience in banking or financial services
• Previous experience in customer service
• Previous experience in sales
Job Responsibilities
• Provide personalized banking services to customers
• Assess customer needs and provide appropriate solutions
• Identify potential sales opportunities and cross-sell products and services
• Explain banking products and services to customers
• Monitor customer accounts and transactions
• Ensure compliance with banking regulations and policies
• Maintain customer records and update customer information
• Assist customers with financial planning and investments