Personal Banker Jobs in Lafayette, OR
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Fisher Investments
- Wilsonville, OR (16 miles from Lafayette, OR)
- 12 hours ago
- Wilsonville, OR (16 miles from Lafayette, OR)
- 12 hours ago
Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of...
HybridFinancial Advisor - Beaverton, OR - Market 30, Region 89
- Edward Jones
- Beaverton, OR (22 miles from Lafayette, OR)
- 3 days ago
- Beaverton, OR (22 miles from Lafayette, OR)
- 3 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...
In PersonInvestment Counselor (Financial Advisor Alternative)
- Fisher Investments
- Tualatin, OR (18 miles from Lafayette, OR)
- 4 days ago
- Tualatin, OR (18 miles from Lafayette, OR)
- 4 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...
HybridLicensed Private Client Banker
- KeyBank
- McMinnville, OR (8 miles from Lafayette, OR)
- 6 days ago
- McMinnville, OR (8 miles from Lafayette, OR)
- 6 days ago
Location: 342 Third Street - Mcminnville, Oregon 97128 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client...
In PersonPrivate Client Banker - Southwest Teal Boulevard - Beaverton, OR
- JP Morgan
- Beaverton, OR (22 miles from Lafayette, OR)
- 10 days ago
- Beaverton, OR (22 miles from Lafayette, OR)
- 10 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
In PersonPrivate Client Banker - Portland South Market - Lake Oswego, OR
- JP Morgan
- Lake Oswego, OR (23 miles from Lafayette, OR)
- 10 days ago
- Lake Oswego, OR (23 miles from Lafayette, OR)
- 10 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
In PersonFinancial Services Officer I - Chemeketa Branch
- Marion & Polk Schools Credit Union
- Salem, OR (20 miles from Lafayette, OR)
- 13 days ago
- Salem, OR (20 miles from Lafayette, OR)
- 13 days ago
Job Type Full-time Description Do you love your community and want to make a difference? Are you passionate about customer service and helping people succeed financially? Maps Credit Union seeks a...
In Person- Fisher Investments
- Sherwood, OR (14 miles from Lafayette, OR)
- 13 days ago
- Sherwood, OR (14 miles from Lafayette, OR)
- 13 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- Kaiser Permanente
- Hillsboro, OR (22 miles from Lafayette, OR)
- 15 days ago
- Hillsboro, OR (22 miles from Lafayette, OR)
- 15 days 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- Accenture
- Beaverton, OR (22 miles from Lafayette, OR)
- 19 days ago
- Beaverton, OR (22 miles from Lafayette, OR)
- 19 days ago
You Are As a Management Consultant within the Banking Consulting practice, you are a hands-on problem solver who partners with clients to modernize retail banking through data, AI, and technology....
In Person- KeyBank
- Tigard, OR (20 miles from Lafayette, OR)
- 27 days ago
- Tigard, OR (20 miles from Lafayette, OR)
- 27 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
In PersonFloat Financial Services Officer I - High Street Branch
- Marion & Polk Schools Credit Union
- Salem, OR (20 miles from Lafayette, OR)
- 30+ days ago
- Salem, OR (20 miles from Lafayette, OR)
- 30+ 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...
In PersonAssociate Client Relationship Manager
- Corporation Service Co
- Salem, OR (20 miles from Lafayette, OR)
- 30+ days ago
- Salem, OR (20 miles from Lafayette, OR)
- 30+ days ago
Associate Client Relationship Manager Salem OR On-Site or Hybrid depending on location Mon-Fri 11am-8pm PST About the Role We are seeking a Client Relationship Manager (CSM) to provide high-touch,...
Hybrid- Zenith American Solutions
- Tualatin, OR (18 miles from Lafayette, OR)
- 45+ days ago
- Tualatin, OR (18 miles from Lafayette, OR)
- 45+ days ago
The Client Relationship Manager supports the Director, Client Relationship across their book of business (BOB) in fund management, with direct client and vendor liaison as required by the...
Remote- Accenture
- Beaverton, OR (22 miles from Lafayette, OR)
- 60+ days ago
- Beaverton, OR (22 miles from Lafayette, OR)
- 60+ days ago
banking and payments clients throughout the U.S. and Canada....
In PersonDemographic Data for Lafayette, OR
Moving to Lafayette, OR? Find some basic demographic data about Lafayette, OR below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lafayette, OR
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lafayette, 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
- Dodd-Frank
- Private Banking
- Financial Accounting Standards
- Asset Allocation
- Mutual Funds
- Wealth Management
- Consumer Lending
- Estate Planning
- Nationwide Mortgage Licensing System & Registry
- Retail Banking
- BSA
- Securities and Exchange Commission
- Cross Selling
- Lending
- Investment Management
- Financial Planning
- Client Relationships
- Fraud Investigation
- Financial Services
- Mortgage Processing
- Prospecting
- Acquisitions
- Customer Satisfaction
- Cash Handling
- Notary Public
- Referrals
- Risk Management
- Networking
- Retail
- Inbound/Outbound Calling
- Relationship Management
- High School Diploma
- Written Communication
- Customer Relations
- Military Background
- Reporting
- Telephone Skills
- Coaching
- Policy Development
- Flexibility
- Regulations
- Sales
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills