Personal Banker Jobs in Bonney Lake, 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.
- Kent, WA (13 miles from Bonney Lake, WA)
- 3 days ago
- Kent, WA (13 miles from Bonney Lake, WA)
- 3 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Also responsible for uncovering and originating consumer lending opportunities....
- Tacoma, WA (13 miles from Bonney Lake, WA)
- 4 days ago
- Tacoma, WA (13 miles from Bonney Lake, 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....
US Experienced Financial Advisor
- Tacoma, WA (13 miles from Bonney Lake, WA)
- 5 days ago
- Tacoma, WA (13 miles from Bonney Lake, WA)
- 5 days ago
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 model....
Part Time - Member Consultant (Personal Banker) Federal Way Branch
- Federal Way, WA (10 miles from Bonney Lake, WA)
- 8 days ago
- Federal Way, WA (10 miles from Bonney Lake, 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...
- Spanaway, WA (12 miles from Bonney Lake, WA)
- 21 days ago
- Spanaway, WA (12 miles from Bonney Lake, WA)
- 21 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Tacoma, WA (13 miles from Bonney Lake, WA)
- 21 days ago
- Tacoma, WA (13 miles from Bonney Lake, WA)
- 21 days ago
A Personal Banker effectively builds trust with members and internal staff by embodying and demonstrating the Core Values of the organization....
Licensed Private Client Banker
- Tacoma, WA (13 miles from Bonney Lake, WA)
- 27 days ago
- Tacoma, WA (13 miles from Bonney Lake, WA)
- 27 days ago
Location: 13802 Pacific Avenue - Tacoma, Washington 98444-4635 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Part Time - Member Consultant (Personal Banker) Pierce County Branches
- Tacoma, WA (13 miles from Bonney Lake, WA)
- 30+ days ago
- Tacoma, WA (13 miles from Bonney Lake, WA)
- 30+ days ago
Part Time - Member Consultant (Personal Banker) Pierce County Branches WSECU - Tacoma, WA Posted: 5/7/2025 - Expires: 8/5/2025 Job ID: 288801795 Apply Now I have already applied Save Job Print Email...
Personal Banker - Puyallup Branch
- Puyallup, WA (7 miles from Bonney Lake, WA)
- 30+ days ago
- Puyallup, WA (7 miles from Bonney Lake, WA)
- 30+ days ago
The Personal Banker position actively participates in sales efforts and campaigns and customer service opportunities....
- Kent, WA (13 miles from Bonney Lake, WA)
- 45+ days ago
- Kent, WA (13 miles from Bonney Lake, WA)
- 45+ days ago
A Personal Banker is creative and can think outside the box to provide relevant solutions to our clients, while maintaining our Vision, Mission, and Values....
Part Time - Member Consultant (Personal Banker) Puyallup Branch
- Puyallup, WA (7 miles from Bonney Lake, WA)
- 45+ days ago
- Puyallup, WA (7 miles from Bonney Lake, WA)
- 45+ days ago
Part Time - Member Consultant (Personal Banker) Puyallup Branch WSECU - 4.2 Puyallup, WA Job Details Part-time $23.29 - $34.94 an hour 17 hours ago Benefits Paid holidays Disability insurance Health...
Financial Advisor - Tacoma / Silverdale / Port Angeles and Surrounding areas
- Tacoma, WA (13 miles from Bonney Lake, WA)
- 60+ days ago
- Tacoma, WA (13 miles from Bonney Lake, WA)
- 60+ 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...
Client Relationship Manager - Seattle
- Federal Way, WA (10 miles from Bonney Lake, WA)
- 60+ days ago
- Federal Way, WA (10 miles from Bonney Lake, WA)
- 60+ days ago
FusionTek is a Managed Service Provider with offices in Kirkland, WA, Federal Way, WA, Washington, DC, and Tampa, FL. We're a tight-knit team of friendly, intelligent people focused on IT...
Financial Advisor - Tacoma, WA
- Tacoma, WA (13 miles from Bonney Lake, WA)
- 90+ days ago
- Tacoma, WA (13 miles from Bonney Lake, WA)
- 90+ days ago
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and...
Demographic Data for Bonney Lake, WA
Moving to Bonney Lake, WA? Find some basic demographic data about Bonney Lake, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Bonney Lake, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Bonney Lake, 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
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