Personal Banker Jobs in Algona, WA
A Personal Banker is a professional who assists clients with their financial objectives, providing them with a range of banking services such as managing bank accounts, providing information on the bank's products and services, offering financial advice, and helping with transactions such as loans and credits. They act as a liaison between the bank and its customers, focusing on building and maintaining relationships to ensure customer satisfaction and loyalty. Their main objective is to help customers understand their financial options and make the best decisions for their financial wellbeing.
Important skills a Personal Banker should possess include excellent customer service skills, strong communication, mathematical proficiency, attention to detail, and problem-solving abilities. They should have a deep understanding of financial products and services. Along with this, they must have a certain level of sales skills to cross-sell and upsell banking products. In most cases, a bachelor's degree in finance, business, or related field is required. Some banks may require certification such as Certified Personal Banker (CPB) conferred by the American Bankers Association. Prior to becoming a Personal Banker, individuals might have held positions such as Bank Teller, Customer Service Representative, or Financial Analyst.
- Bonney Lake, WA (10 miles from Algona, WA)
- 4 hours ago
- Bonney Lake, WA (10 miles from Algona, WA)
- 4 hours ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
2026 January Financial Advisor Development Program - Seattle
- Seattle, WA (21 miles from Algona, WA)
- 16 hours ago
- Seattle, WA (21 miles from Algona, WA)
- 16 hours ago
A background in business administration, wealth management, financial planning, or finance is preferred....
- Tacoma, WA (9 miles from Algona, WA)
- 4 days ago
- Tacoma, WA (9 miles from Algona, WA)
- 4 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....
- Seattle, WA (21 miles from Algona, WA)
- 10 days ago
- Seattle, WA (21 miles from Algona, WA)
- 10 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....
- Bellevue, WA (21 miles from Algona, WA)
- 10 days ago
- Bellevue, WA (21 miles from Algona, WA)
- 10 days ago
This job posting is anticipated to remain open for 30 days, from 22-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
- Tacoma, WA (9 miles from Algona, WA)
- 10 days ago
- Tacoma, WA (9 miles from Algona, WA)
- 10 days ago
For over 78 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the...
- Maple Valley, WA (13 miles from Algona, WA)
- 11 days ago
- Maple Valley, WA (13 miles from Algona, WA)
- 11 days ago
You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management...
Personal Banker, Retail Banking (Federal Way, WA)
- Federal Way, WA
- 13 days ago
- Federal Way, WA
- 13 days ago
Area: Retail Banking (Sales)...
Personal Banker Renton Village
- Renton, WA (10 miles from Algona, WA)
- 13 days ago
- Renton, WA (10 miles from Algona, WA)
- 13 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....
Personal Banker I - Eastgate FC
- Bellevue, WA (21 miles from Algona, WA)
- 14 days ago
- Bellevue, WA (21 miles from Algona, WA)
- 14 days ago
GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers...
Client Relationship Manager-Retirement
- Seattle, WA (21 miles from Algona, WA)
- 14 days ago
- Seattle, WA (21 miles from Algona, WA)
- 14 days ago
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
Remote WorkAlso responsible for uncovering and originating consumer lending opportunities....
- Des Moines, WA (9 miles from Algona, WA)
- 21 days ago
- Des Moines, WA (9 miles from Algona, WA)
- 21 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Bellevue, WA (21 miles from Algona, WA)
- 26 days ago
- Bellevue, WA (21 miles from Algona, WA)
- 26 days ago
Personal Banker Location : Location US-WA-Bellevue Location : Address 200 108th Avenue NE Location : City Bellevue Location : State/Province WA ID 2025-3715 Category Retail Banking Position Type Full...
Licensed Private Client Banker
- Seattle, WA (21 miles from Algona, WA)
- 27 days ago
- Seattle, WA (21 miles from Algona, WA)
- 27 days ago
Location: 353 NE Northgate Way - Seattle, Washington 98125-6020 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Demographic Data for Algona, WA
Moving to Algona, WA? Find some basic demographic data about Algona, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Algona, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Algona, WA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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