Personal Banker Jobs in Gresham, OR
Investment Counselor (Financial Advisor Alternative)
- Fisher Investments
- Beavercreek, OR (18 miles from Gresham, OR)
- 1 hour ago
- Beavercreek, OR (18 miles from Gresham, OR)
- 1 hour 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...
Hybrid- KeyBank
- Tigard, OR (18 miles from Gresham, OR)
- 11 hours ago
- Tigard, OR (18 miles from Gresham, OR)
- 11 hours ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
In PersonInvestment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Fisher Investments
- Washougal, WA (15 miles from Gresham, OR)
- 1 day ago
- Washougal, WA (15 miles from Gresham, OR)
- 1 day ago
Management team where you will manage your own roster of our high-net-worth clients....
Hybrid- OnPoint
- Milwaukie, OR (10 miles from Gresham, OR)
- 1 day ago
- Milwaukie, OR (10 miles from Gresham, OR)
- 1 day ago
OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services, Inc....
In PersonPersonal Banker Silicon Forest
- Wells Fargo
- Portland, OR (12 miles from Gresham, OR)
- 1 day ago
- Portland, OR (12 miles from Gresham, OR)
- 1 day ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer Banking and Lending division....
In Person- Kaiser Permanente
- Hillsboro, OR (20 miles from Gresham, OR)
- 1 day ago
- Hillsboro, OR (20 miles from Gresham, OR)
- 1 day ago
Job Summary: 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...
In Person- Fisher Investments
- Damascus, OR (7 miles from Gresham, OR)
- 2 days ago
- Damascus, OR (7 miles from Gresham, OR)
- 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...
Hybrid- Fisher Investments
- Mulino, OR (21 miles from Gresham, OR)
- 2 days ago
- Mulino, OR (21 miles from Gresham, OR)
- 2 days ago
Management team where you will manage your own roster of our high-net-worth clients....
Hybrid- Wells Fargo
- Milwaukie, OR (10 miles from Gresham, OR)
- 4 days ago
- Milwaukie, OR (10 miles from Gresham, OR)
- 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....
In Person- Zenith American Solutions
- Tualatin, OR (18 miles from Gresham, OR)
- 6 days ago
- Tualatin, OR (18 miles from Gresham, OR)
- 6 days ago
Client Relationship Manager Position Summary The Client Relationship Manager supports the Director, Client Relationship across their book of business (BOB) in fund management, with direct client...
In PersonAbility and desire to actively develop consumer lending skills. Ability to accurately handle cash, balance accounts and drawers, and perform accurate calculations....
In PersonFinancial Advisor- Lake Oswego
- OnPoint
- Lake Oswego, OR (13 miles from Gresham, OR)
- 7 days ago
- Lake Oswego, OR (13 miles from Gresham, OR)
- 7 days ago
OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services, Inc....
In PersonPersonal Banker Reeds Crossing
- Wells Fargo
- Hillsboro, OR (20 miles from Gresham, OR)
- 7 days ago
- Hillsboro, OR (20 miles from Gresham, 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....
In Person- Wealth Enhancement Group Acquisition
- Clackamas, OR (8 miles from Gresham, OR)
- 11 days ago
- Clackamas, OR (8 miles from Gresham, OR)
- 11 days ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients....
In Person- Allium Financial Advisors
- Lake Oswego, OR (13 miles from Gresham, OR)
- 12 days ago
- Lake Oswego, OR (13 miles from Gresham, OR)
- 12 days ago
Job Summary The Associate Financial Advisor plays a critical role in serving our clients, with an emphasis on driving financial plan preparation, modeling planning scenarios, and leading plan...
In PersonDemographic Data for Gresham, OR
Moving to Gresham, OR? Find some basic demographic data about Gresham, OR below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Gresham, OR
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Gresham, 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
- Private Banking
- Nationwide Mortgage Licensing System & Registry
- Dodd-Frank
- Commercial Banking
- Consumer Lending
- Asset Allocation
- Mutual Funds
- Retail Banking
- Securities and Exchange Commission
- Wealth Management
- Investment Banking
- Cross Selling
- Client Relationships
- Investment Management
- Lending
- Financial Planning
- Mortgage Processing
- Fraud Investigation
- Financial Services
- Compensation and Benefits
- Prospecting
- Acquisitions
- Customer Satisfaction
- Cash Handling
- Notary Public
- Referrals
- Risk Management
- Relationship Management
- Retail
- High School Diploma
- Networking
- Customer Relations
- Written Communication
- Military Background
- Business Development
- Reporting
- Policy Development
- Coaching
- Flexibility
- Sales
- Regulations
- Problem Solving
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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