Personal Banker Jobs in Happy Valley, OR
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Eagle Creek, OR (11 miles from Happy Valley, OR)
- 1 day ago
- Eagle Creek, OR (11 miles from Happy Valley, OR)
- 1 day 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...
Investment Counselor (Financial Advisor Alternative)
- Hillsboro, OR (17 miles from Happy Valley, OR)
- 2 days ago
- Hillsboro, OR (17 miles from Happy Valley, 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...
- Gresham, OR (8 miles from Happy Valley, OR)
- 2 days ago
- Gresham, OR (8 miles from Happy Valley, OR)
- 2 days 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...
Private Client Banker - Cornell and Murray - Portland, OR
- Portland, OR (10 miles from Happy Valley, OR)
- 3 days ago
- Portland, OR (10 miles from Happy Valley, OR)
- 3 days ago
JobID: 210606848 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-03-12T14:42:37+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
- Lake Oswego, OR (7 miles from Happy Valley, OR)
- 5 days ago
- Lake Oswego, OR (7 miles from Happy Valley, OR)
- 5 days ago
Application Deadline: 04/10/2025 Address: 4949 Meadows Rd. Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members...
Private Client Banker - Fremont and Williams - Portland, OR
- Portland, OR (10 miles from Happy Valley, OR)
- 6 days ago
- Portland, OR (10 miles from Happy Valley, OR)
- 6 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...
- Oregon City, OR (6 miles from Happy Valley, OR)
- 6 days ago
- Oregon City, OR (6 miles from Happy Valley, OR)
- 6 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Personal Banker Bilingual Vancouver Mall
- Vancouver, WA (21 miles from Happy Valley, OR)
- 7 days ago
- Vancouver, WA (21 miles from Happy Valley, 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....
- Portland, OR (10 miles from Happy Valley, OR)
- 11 days ago
- Portland, OR (10 miles from Happy Valley, OR)
- 11 days ago
This licensed Financial Representative or Investment Advisory Representative will work as a 1099 independent contractor to sell life insurance and retirement. Work can be done remotely across the...
Personal Banker Hillsboro & I35 - TX
- Hillsboro, OR (17 miles from Happy Valley, OR)
- 18 days ago
- Hillsboro, OR (17 miles from Happy Valley, OR)
- 18 days ago
Personal Banker Hillsboro & I35 - TX Personal Banker Hillsboro & I35 - TX locations HILLSBORO, TX time type Full time posted on Posted Yesterday job requisition id R-438726 Why Wells Fargo: Are you...
- Gresham, OR (8 miles from Happy Valley, OR)
- 30+ days ago
- Gresham, OR (8 miles from Happy Valley, OR)
- 30+ days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Financial Services Specialist (Junior Personal Banker)
- Fairview, OR (10 miles from Happy Valley, OR)
- 30+ days ago
- Fairview, OR (10 miles from Happy Valley, OR)
- 30+ days ago
Required Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services Benefits are an integral...
Private Client Relationship Manager - OR / WA
- Portland, OR (10 miles from Happy Valley, OR)
- 30+ days ago
- Portland, OR (10 miles from Happy Valley, OR)
- 30+ days ago
JobID: 210547137 Category: Relationship Manager JobSchedule: Full time Posted Date: 2025-01-10T23:34:54+00:00 JobShift: Base Pay/Salary: Bellevue,WA $150,000.00 - $150,000.00 Are you passionate...
Financial Advisor (Sales Role - Training & Development Provided)
- Portland, OR (10 miles from Happy Valley, OR)
- 30+ days ago
- Portland, OR (10 miles from Happy Valley, OR)
- 30+ days ago
About Our Financial Advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go...
Financial Advisor - Portland, OR
- Portland, OR (10 miles from Happy Valley, OR)
- 30+ days ago
- Portland, OR (10 miles from Happy Valley, OR)
- 30+ days ago
Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some...
Demographic Data for Happy Valley, OR
Moving to Happy Valley, OR? Find some basic demographic data about Happy Valley, OR below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Happy Valley, OR
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Happy Valley, 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
- Asset Allocation
- Annuities
- Commercial Banking
- Private Banking
- Mutual Funds
- Retail Banking
- Consumer Lending
- Wealth Management
- BSA
- Nationwide Mortgage Licensing System & Registry
- Cross Selling
- Securities and Exchange Commission
- Investment Banking
- Client Relationships
- Lending
- Investment Management
- Mortgage Processing
- Financial Planning
- Financial Services
- Fraud Investigation
- Compensation and Benefits
- Notary Public
- Customer Satisfaction
- Cash Handling
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Risk Management
- Customer Relations
- High School Diploma
- Business Development
- Retail
- Military Background
- Listening
- Written Communication
- Telephone Skills
- Flexibility
- Coaching
- Reporting
- Sales
- Employee Development
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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