Personal Banker Jobs in Bellevue, 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.
- Seattle, WA (5 miles from Bellevue, WA)
- 1 day ago
- Seattle, WA (5 miles from Bellevue, WA)
- 1 day ago
Conduct client presentations and meetings that effectively communicate the value proposition of our investment strategies, financial planning programs, and our holistic wealth management services....
Team-Based Financial Advisor - Cascade West Group- Kirkland, WA
- Kirkland, WA (3 miles from Bellevue, WA)
- 2 days ago
- Kirkland, WA (3 miles from Bellevue, WA)
- 2 days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
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...
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing...
- Redmond, WA (6 miles from Bellevue, WA)
- 2 days ago
- Redmond, WA (6 miles from Bellevue, WA)
- 2 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Kent, WA (17 miles from Bellevue, WA)
- 2 days ago
- Kent, WA (17 miles from Bellevue, WA)
- 2 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Licensed Private Client Banker
- Seattle, WA (5 miles from Bellevue, WA)
- 2 days ago
- Seattle, WA (5 miles from Bellevue, WA)
- 2 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...
Financial Advisor - Greater Puget Sound
- Tukwila, WA (7 miles from Bellevue, WA)
- 3 days ago
- Tukwila, WA (7 miles from Bellevue, WA)
- 3 days ago
Financial Advisor - Greater Puget Sound Boeing Employees Credit Union life insurance, paid time off, paid holidays, 401(k), retirement plan 12770 Gateway Drive South (Show on map) Jun 03, 2025 Is...
- Seattle, WA (5 miles from Bellevue, WA)
- 4 days ago
- Seattle, WA (5 miles from Bellevue, 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....
We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business...
Personal Financial Representative - WA
- Seattle, WA (5 miles from Bellevue, WA)
- 4 days ago
- Seattle, WA (5 miles from Bellevue, WA)
- 4 days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote WorkFinancial Advisor - Boeing Employee Credit Union
- Redmond, WA (6 miles from Bellevue, WA)
- 5 days ago
- Redmond, WA (6 miles from Bellevue, WA)
- 5 days ago
Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at...
- Seattle, WA (5 miles from Bellevue, WA)
- 5 days ago
- Seattle, WA (5 miles from Bellevue, WA)
- 5 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 (5 miles from Bellevue, WA)
- 8 days ago
- Seattle, WA (5 miles from Bellevue, WA)
- 8 days ago
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a...
Part Time - Member Consultant (Personal Banker) Federal Way Branch
- Federal Way, WA (21 miles from Bellevue, WA)
- 8 days ago
- Federal Way, WA (21 miles from Bellevue, WA)
- 8 days ago
Your day may include: Performing all branch functions including consumer lending, opening new accounts, and providing teller services Striving for and hitting your sales and service goals, while keeping...
Demographic Data for Bellevue, WA
Moving to Bellevue, WA? Find some basic demographic data about Bellevue, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Bellevue, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Bellevue, 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »