Private Client Banker, Oak Grove
$52,000–$79,997 year
On-site · Oak Grove, Oregon, United States
Job Summary
Private Client Banker focusing on delivering personalized financial wellness guidance to clients with up to $2M in investable assets; responsibilities include assessing client needs, opening personal and small business accounts, referring investment and insurance products to appropriate teams, building a referral network, maintaining knowledge of private client products, ensuring compliance with policies, and supporting branch operations. Requires FINRA licenses (S6, S63, SIE) and Life/Health insurance licenses upon hire; emphasizes relationship-building, sales/pipeline development, and collaboration with Investment Services, Mortgage, and Business Banking teams; Saturdays may be required.
Required Qualifications
- High School Diploma or GED or equivalent experience (required) or Bachelor's Degree (preferred)
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.