Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Personal Banker

Direct Staffing Inc

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

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Personal Banker in Portland, OR vacancy
  • $20.67 - $31.25 per hour

     ...Personal Banker Location: 256 A Avenue - Lake Oswego, Oregon 97034 Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance... 
    Suggested
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    Lake Oswego, OR
    3 days ago
  •  ...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... 
    Suggested
    Full time

    Direct Staffing Inc

    Portland, OR
    3 days ago
  • $21 - $30 per hour

     ...list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday... 
    Suggested
    Work experience placement
    Flexible hours

    Wells Fargo

    Vancouver, WA
    3 days ago
  • $20 - $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 Bank (WA, OR & ID)

    Tigard, OR
    4 days ago
  • $20 - $27 per hour

     ...creating new relationships, and expanding existing relationships with personal and business rapport. Ability to obtain a Nationwide Multistate...  ...development: Grow your skills with tailored premier banker programs. Career growth: Clear paths to achieve your professional... 
    Suggested
    Hourly pay
    Immediate start

    Columbia Bank (WA, OR & ID)

    Portland, OR
    2 days ago
  • $20 - $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. He/she will acquire new and expand existing relationships with clients by asking questions to identify... 
    Hourly pay

    Columbia Bank (WA, OR & ID)

    Tigard, OR
    2 days ago
  • Columbia Bank seeks an individual to provide exceptional client service and manage financial accounts. This role involves engaging clients in financial reviews to identify needs, and opening both consumer and business accounts. The ideal candidate has a High School Diploma...

    Columbia Bank

    Portland, OR
    14 hours ago
  •  ...Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday... 
    Full time
    Work experience placement
    Flexible hours

    Wells Fargo & Company

    Portland, OR
    4 days ago
  • KeyCorp is looking for a Personal Banker in Lake Oswego, Oregon, to partner with clients and help them reach their financial goals. This role emphasizes building relationships, delivering customized recommendations, and supporting clients through a variety of services.... 

    KeyCorp

    Lake Oswego, OR
    14 hours ago
  •  ...Relationship Banker Beaverton, 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.... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Beaverton, OR
    3 days ago
  •  ...Relationship Banker Gresham, 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. Acknowledge... 
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Gresham, OR
    5 days ago
  •  ...Relationship Banker - Spanish Preferred Vancouver, Washington 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... 
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Vancouver, WA
    4 days ago
  • 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 day...
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Tigard, OR
    5 days ago
  • $41.71k - $69k

     ...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... 
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    BMO Financial Group

    Portland, OR
    1 day ago
  •  ...this role: Wells Fargo is seeking a CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more...  ...are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation... 
    Work experience placement
    Work at office
    Local area
    Immediate start
    Night shift
    Weekend work

    Wells Fargo

    Lake Oswego, OR
    5 days ago
  • First Technology Federal Credit Union is seeking a Relationship Banker to join their dynamic sales team. This full-time on-site role focuses on processing financial transactions and providing tailored services to members. Responsibilities include establishing accounts,... 
    Full time

    First Technology Federal Credit Union

    Beaverton, OR
    1 day ago
  •  ...expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with...  ...Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand... 
    Immediate start
    Afternoon shift

    Koitecc Solutions

    Portland, OR
    5 hours ago
  • JPMorganChase in Portland, Oregon, is seeking a Relationship Banker to provide exceptional service while building strong client relationships. The ideal candidate will manage assigned clients and offer tailored financial solutions. Qualified candidates will have at least... 

    JPMorganChase

    Portland, OR
    1 day ago
  • $41.71k - $69k

    A leading financial institution in Portland, Oregon, seeks a driven individual to deliver exceptional customer service and provide tailored financial solutions. The role involves assessing customer needs, engaging in consultative sales, and collaborating with branch teams...

    BMO U.S.

    Portland, OR
    2 days ago
  • U.S. Bank in Portland, OR, seeks a Client Relationship Consultant to foster client relationships through in-person and virtual channels. The role requires building trust while meeting clients' banking needs and effectively communicating product offerings. Ideal candidates... 

    U.S. Bank

    Portland, OR
    2 days ago
  • U.S. Bank is seeking an Insurance Premium Finance Banker in Portland, Oregon, responsible for managing relationships with high net worth clients and ensuring compliance with banking regulations. The role requires extensive banking experience, particularly in IPF lending... 

    Us Bank

    Portland, OR
    3 days ago
  • JPMorgan Chase & Co. is seeking a Private Client Banker for the Uptown Branch in Portland, OR. This role will focus on creating memorable...  ...clients, managing their banking relationships, and offering personalized financial advice. The ideal candidate will have at least 1... 

    JPMorgan Chase & Co.

    Portland, OR
    2 days ago
  • First Tech Federal Credit Union is seeking a Relationship Banker in Beaverton, Oregon, to join a dynamic sales team. This role involves processing financial transactions and engaging in consultative conversations with members to identify their financial needs. The ideal... 

    First Tech Federal Credit Union

    Beaverton, OR
    1 day ago
  • $20.5 - $24.75 per hour

    The Relationship Banker is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member‑focused sales...  ...environment processing routine financial transactions for members in‑person, over the phone, and by e‑mail. You’ll engage in consultative... 
    Hourly pay
    Full time
    Work at office

    First Tech Federal Credit Union

    Beaverton, OR
    1 day ago
  • $25 - $27.88 per hour

    Responsibilities Engage clients in the lobby to educate and assist with conducting transactions through self‑service resources, such as mobile banking, online banking, or ATM. Accurately and efficiently process cash transactions for clients as needed. Conduct deep conversations...
    Hourly pay
    Shift work
    Weekend work
    Day shift

    Bank of America

    Vancouver, WA
    4 days ago
  •  ...they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers in... 
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Vancouver, WA
    3 days ago
  • U.S. Bank is seeking a Client Relationship Consultant 3 in Beaverton, OR, focused on building strong client relationships through various channels. Responsibilities include client outreach, account management, and product education, contributing to clients' unique financial...

    U.S. Bank

    Beaverton, OR
    3 days ago
  • Bank of America in Portland, Oregon, seeks a candidate to engage clients in the lobby, assisting with transactions using self-service resources. Responsibilities include executing the bank’s risk culture, building client relationships, and managing cash operations. The ...
    Day shift

    Bank of America

    Portland, OR
    4 days ago
  • Bank of America in Beaverton, Oregon is seeking a highly motivated individual to manage client relationships and drive the client experience. You will execute the bank's risk culture while ensuring operational excellence and adherence to regulations. The ideal candidate...
    Shift work
    Weekend work

    Bank of America

    Beaverton, OR
    4 days ago
  • Koitecc Solutions in Portland, Oregon, is seeking a Relationship Banker to enhance client experiences and manage relationships effectively. The role includes utilizing innovative banking solutions and financial technology while prioritizing client satisfaction and retention... 

    Koitecc Solutions

    Portland, OR
    14 hours ago

Do you want to receive more vacancies?

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