Personal Banker

Direct Staffing Inc

Portland, OR

Personal Banker

Full-time

Company Description

Financial Services

Job Description

The personal banker actively develops new business and expands existing customer relationships. Responsible for assessing and handling customers' banking needs, obtaining and processing customer/account information and selling bank deposit and loan products and services. Actively refers clients for brokerage products to Financial Specialist or the appropriate Financial Consultant. Responsibilities may include consumer loan originating and closing, account opening, safe deposit transactions, and branch opening/closing procedures. Refers other U.S. Bank products to the appropriate areas. Handles complex customer service issues in absence of or as directed by branch manager. Converts service opportunities into sales events.

Qualifications

Does this describe you?

Ability to sell traditional bank products and process transactions Thorough understanding of banking operations, product knowledge, sales, and new business development Excellent customer service/relations and community relations Ability to identify and resolve/escalate problems Strong interpersonal & relationship building skills Previous experience in a financial sales representative oriented role

The Ideal Candidate

Understands and effectively applies selling and profiling techniques to open, develop, and close sales; creates product interest; actively cross-sells products; actively pursues potential customers. Develops new business with current customers or prospects, participating in call programs. Maintains a good working relationship with customers.

Additional Information

All your information will be kept confidential according to EEO guidelines. Direct Staffing Inc

Apply

Vacancy posted 5 days ago

Similar jobs that could be interesting for youBased on the Personal Banker in Portland, OR vacancy

Personal Banker
$20.67 - $31.25 per hour
...Personal BankerLocation: 6835 N Lombard Street - Portland, Oregon 97203-6201Job Summary Be a problem solver, trusted advisor, and partner... ...the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and...
Suggested
Hourly pay
Day shift
KeyCorp
Portland, OR
10 hours ago
Personal Banker
$21 - $26 per hour
...About the Role: The Personal Banker is responsible for delivering an exceptional client experience by adhering to the bank's Breakthrough Client Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify...
Suggested
Immediate start
Columbia Banking System, Inc.
Vancouver, WA
22 hours ago
Retail Relationship Banker
$43k - $75k
...for the lending process and established yield, quality, diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and...
Suggested
Contract work
Part time
Local area
Immediate start
Day shift
Bank of Montreal
Gresham, OR
2 days ago
Relationship Banker
...Relationship Banker Clackamas, Oregon To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position....
Suggested
Work at office
Flexible hours
Shift work
Weekend work
Day shift
Bank of America
Clackamas, OR
2 days ago
Relationship Banker
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders...
Suggested
Flexible hours
Shift work
Weekend work
Day shift
Bank of America
Portland, OR
5 days ago
Relationship Banker - Spanish Preferred
$25 - $27.88 per hour
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every...
Hourly pay
Work at office
Shift work
Weekend work
Day shift
Bank of America
Vancouver, WA
1 day ago
Private Banker
$160k - $210k
...Position Title: Private Banker We are partnering with a highly respected financial institution that is expanding its Private Banking team throughout the Western United States. This is an opportunity to work with affluent individuals, business owners, and trusted advisors...
Boutique Recruiting
Portland, OR
2 days ago
Banking & Finance Associate Attorney - NY, LA, SF
$260k - $390k
BANKING & FINANCE ASSOCIATE ATTORNEY Our client, a prestigious Amlaw 50 firm, is seeking a highly motivated Banking & Finance Associate Attorney to join its sophisticated and expanding Banking & Finance practice. This opportunity offers exposure to a wide range of complex...
Work at office
Flexible hours
Step Up Recruiting
Portland, OR
2 days ago
Financial Agent Entry Level
$97k - $192k
...Kinley. Eduardo Torres – Financial Services Professional: Eduardo joined New York Life two years ago after a successful career as a personal trainer, where he developed a passion for helping others reach their goals. He recently qualified as an Executive Council agent,...
Work at office
Local area
Work from home
Flexible hours
New York Life
Portland, OR
1 day ago
Equity Trader & Operations
...Total Rewards: We value your contribution and invest in your success with rewards that support your financial, physical, and personal well-being. Team Culture: We’ve built a culture grounded in trust, leadership, and teamwork — where people feel connected, respected...
Full time
Ripple Companies
Vancouver, WA
24 days ago
Senior Wealth Advisor
$145k - $175k
...with the financial planning process including data entry, basic analysis, report preparation, and research. Maintains and updates personal knowledge to stay current with trends in estate, retirement and financial-planning topics and strategies. Project management...
Temporary work
Work at office
Riverview Bank
Vancouver, WA
4 days ago
Patient Financial Counselor
$22.44 - $34.33 per hour
...simply valued - they're invaluable. Join our team at Oregon Clinical Programs and thrive in our culture of patient-focused, whole-person care built on understanding, commitment, and mutual respect. Your voice matters here, because we Providence know that to inspire and...
Minimum wage
Full time
Work at office
Local area
Visa sponsorship
Shift work
Providence Health & Service
Portland, OR
4 days ago
Senior Wealth Advisor
...advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Responsibilities Responsible for client relationship cultivation and retention, inspiring confidence through...
Mariner
Tigard, OR
5 days ago
PWM Private Wealth Advisor
$126.81k - $154.99k
...enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes...
Temporary work
Work experience placement
Local area
3 days per week
U.S. Bank
Portland, OR
5 days ago
College Financial Representative, Internship Program
$1,000 per month
...collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...
Full time
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual
Portland, OR
5 days ago
Patient Financial Counselor
$22.44 - $34.33 per hour
...simply valued – they’re invaluable. Join our team at Providence Medical Group and thrive in our culture of patient-focused, whole-person care built on understanding, commitment, and mutual respect. Your voice matters here, because we Providence know that to inspire and...
Minimum wage
Full time
Work at office
Local area
Shift work
Day shift
Providence Service
Portland, OR
4 days ago
Senior Financial Solutions Advisor -Northwest Region
$15 per hour
...day one, you will receive training from our award-winning Academy at Bank of America. This program delivers hands-on practice, personalized coaching and classes that will help you become the advisor you want to be. The Academy also provides training beyond portfolios...
Work at office
Immediate start
Shift work
Day shift
Bank of America
Portland, OR
5 days ago
Financial Solutions Advisor- Williamette Valley
Financial Solutions Advisor- Williamette Valley Salem, Oregon;Eugene, Oregon; Bend, Oregon; Bend, Oregon; Wilsonville, Oregon; Portland, Oregon; Oregon City, Oregon; West Linn, Oregon; Lake Oswego, Oregon; Salem, Oregon; Gresham, Oregon; Clackamas, Oregon; Portland,...
Temporary work
Work at office
Immediate start
Monday to Friday
Shift work
Day shift
Bank of America
Gresham, OR
3 days ago
Financial Solutions Advisor Registration Candidate- Williamette Valley Market
...Solutions Advisor Stage I (FSA I) , your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams . Once you obtain your licenses, you will...
Work at office
Immediate start
Monday to Friday
Shift work
Day shift
Bank of America
Portland, OR
1 day ago
Financial Wellness Associate
$19.23 - $28.37 per hour
...and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of... ...appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness...
Hourly pay
Full time
Work experience placement
Work at office
Flexible hours
Day shift
Key Bank
Portland, OR
3 days ago
Wealth Advisor - Mechanics Bank
Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with...
Work at office
Local area
LPL Financial
Vancouver, WA
5 days ago
Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients
Job Description Job Description WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies...
WealthBridge Financial Group
Oak Grove, OR
8 days ago
Financial Planner
$80k - $105k
Job Description Job Description Description: We are seeking an analytical professional to join our dynamic team as a Financial Planner . This individual will be responsible for analyzing complex financial data, creating financial plans, and presenting those plans...
16 hours
Full time
Work at office
Monday to Friday
Flexible hours
3 days per week
Aldrich
Lake Oswego, OR
22 days ago
Senior Wealth Advisor
$150k
Job Description Job Description About the Company At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built...
Temporary work
Current
Portland, OR
15 days ago
Senior Financial Planner (Portland, OR)
$89.25k - $105k
...Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option ~ Pet Insurance ~ Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not...
Temporary work
Work at office
Local area
Home office
Monday to Friday
Flexible hours
Mercer Advisors
Portland, OR
15 days ago
Tech Consultant (Finance)
...through Thursday, with the flexibility to work remotely on Friday each week. For work requiring a high degree of collaboration or an in-person presentation, in-office attendance is required even on Friday. adidas offers robust and progressive medical, including HSA (...
Full time
Temporary work
Work at office
Remote work
Monday to Thursday
Flexible hours
adidas
Portland, OR
more than 2 months ago
Financial Consultant , Financial Advisor
Job Description Job Description WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies...
WealthBridge Financial Group
Gresham, OR
29 days ago
Investment Counselor (Financial Advisor Alternative)
$80k - $135k
...report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Be the heart of our Private Client Group, build trusting relationships with our...
Work experience placement
Work at office
Work from home
Fisher Investments
Vancouver, WA
3 days ago
Relationship Banker
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...
Work at office
Flexible hours
Shift work
Weekend work
Day shift
Bank of America Corporation
Vancouver, WA
22 days ago
Relationship Banker
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...
Work at office
Shift work
Weekend work
Day shift
Bank of America Corporation
Gresham, OR
27 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Banker. Be the first to apply!