Personal Banker Jobs in Bothell, 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.
- Edmonds, WA (8 miles from Bothell, WA)
- 1 day ago
- Edmonds, WA (8 miles from Bothell, WA)
- 1 day ago
Experience: At least 5 years of experience in financial planning and/or estate planning related work, preferably at a professional financial services company or wealth management firm....
Personal Banker I - Eastgate FC
- Bellevue, WA (9 miles from Bothell, WA)
- 1 day ago
- Bellevue, WA (9 miles from Bothell, WA)
- 1 day 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...
- Burien, WA (18 miles from Bothell, WA)
- 1 day ago
- Burien, WA (18 miles from Bothell, WA)
- 1 day 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....
Client Relationship Manager-Retirement
- Seattle, WA (11 miles from Bothell, WA)
- 1 day ago
- Seattle, WA (11 miles from Bothell, WA)
- 1 day 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...
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Licensed Private Client Banker
- Silverdale, WA (23 miles from Bothell, WA)
- 1 day ago
- Silverdale, WA (23 miles from Bothell, WA)
- 1 day ago
Location: 9338 Silverdale Way NW - Silverdale, Washington 98383-8304 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The...
Financial Advisor - Career Change Opportunity
- Seattle, WA (11 miles from Bothell, WA)
- 2 days ago
- Seattle, WA (11 miles from Bothell, WA)
- 2 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 17-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Seattle, WA (11 miles from Bothell, WA)
- 2 days ago
- Seattle, WA (11 miles from Bothell, WA)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 17-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
- Woodinville, WA (3 miles from Bothell, WA)
- 2 days ago
- Woodinville, WA (3 miles from Bothell, WA)
- 2 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....
Personal Banker Richmond Beach
- Seattle, WA (11 miles from Bothell, WA)
- 6 days ago
- Seattle, WA (11 miles from Bothell, WA)
- 6 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....
Roving Personal Banker Soundview
- Renton, WA (20 miles from Bothell, WA)
- 6 days ago
- Renton, WA (20 miles from Bothell, WA)
- 6 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Personal Banker - Lynnwood Branch
- Lynnwood, WA (5 miles from Bothell, WA)
- 6 days ago
- Lynnwood, WA (5 miles from Bothell, WA)
- 6 days ago
The Personal Banker position actively participates in sales efforts and campaigns and customer service opportunities....
Personal Financial Representative (Personal Banker)
- Lynnwood, WA (5 miles from Bothell, WA)
- 8 days ago
- Lynnwood, WA (5 miles from Bothell, WA)
- 8 days ago
Accurately take consumer lending applications, Review credit reports for concerns and obtains approvals and submit loan documentation....
- Des Moines, WA (21 miles from Bothell, WA)
- 8 days ago
- Des Moines, WA (21 miles from Bothell, WA)
- 8 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Bellevue, WA (9 miles from Bothell, WA)
- 9 days ago
- Bellevue, WA (9 miles from Bothell, WA)
- 9 days ago
Also responsible for uncovering and originating consumer lending opportunities....
Team-Based Financial Advisor - Cascade West Group- Kirkland, WA
- Kirkland, WA (5 miles from Bothell, WA)
- 13 days ago
- Kirkland, WA (5 miles from Bothell, WA)
- 13 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...
Demographic Data for Bothell, WA
Moving to Bothell, WA? Find some basic demographic data about Bothell, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Bothell, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Bothell, 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
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Coaching
- Employee Development
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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