Personal Banker Remote & Hybrid Only Jobs in Oregon
Investment Counselor (Financial Advisor Alternative)
- Fisher Investments
- Warren, OR
- 3 days ago
- Warren, OR
- 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...
HybridStop 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...
HybridStop 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...
HybridAssociate Client Relationship Manager
- Corporation Service Co
- Salem, OR
- 5 days ago
- Salem, OR
- 5 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,...
HybridJob Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility and access to new customers....
Remote- Zenith American Solutions
- Tualatin, OR
- 15 days ago
- Tualatin, OR
- 15 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...
RemoteClient Relationship Manager - Hybrid (Portland, OR)
- Onedigital
- Portland, OR
- 30+ days ago
- Portland, OR
- 30+ days ago
When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based...
HybridStudent Financial Advisor Saint Leo University, United States about 3 hours ago Location: Remote, OREGON Job Type: FullTime Job Description Summary Under the general direction of the Student...
RemoteDemographic Data for Oregon
Moving to Oregon? Find some basic demographic data about Oregon below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Oregon
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Oregon offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Account Opening
- Dodd-Frank
- Asset Allocation
- Mutual Funds
- Account Maintenance
- Nationwide Mortgage Licensing System & Registry
- Retail Banking
- Consumer Lending
- BSA
- Annuities
- Wealth Management
- Investment Banking
- Cross Selling
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Fraud Investigation
- Financial Services
- Mortgage Processing
- Customer Support
- Complaint Resolution
- Customer Satisfaction
- Cash Handling
- Notary Public
- Referrals
- Closing
- Retail
- Risk Management
- Inbound/Outbound Calling
- Relationship Management
- High School Diploma
- Friendliness
- Written Communication
- Military Background
- Customer Relations
- Negotiation
- Telephone Skills
- Coaching
- Investigation
- Reporting
- Flexibility
- Policy Development
- Sales
- Regulations
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills