Personal Banker Jobs in Dupont, 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.
Full Time Member Consultant (Personal Banker) Tumwater Town Center Branch
- Tumwater, WA (12 miles from Dupont, WA)
- 13 hours ago
- Tumwater, WA (12 miles from Dupont, WA)
- 13 hours ago
Full Time Member Consultant (Personal Banker) - Tumwater Town Center Branch 4.2 4.2 out of 5 stars 100 71st Avenue SW, Tumwater, WA 98501 Member Consultants are the heart and soul of WSECU....
Part Time - Member Consultant (Personal Banker) Puyallup Branch
- Puyallup, WA (17 miles from Dupont, WA)
- 3 days ago
- Puyallup, WA (17 miles from Dupont, WA)
- 3 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 - Career Change Opportunity
- Tacoma, WA (15 miles from Dupont, WA)
- 7 days ago
- Tacoma, WA (15 miles from Dupont, WA)
- 7 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 08-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Contact Center Personal Banker
- Olympia, WA (12 miles from Dupont, WA)
- 10 days ago
- Olympia, WA (12 miles from Dupont, WA)
- 10 days ago
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote Work- Olympia, WA (12 miles from Dupont, WA)
- 12 days ago
- Olympia, WA (12 miles from Dupont, WA)
- 12 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
- Olympia, WA (12 miles from Dupont, WA)
- 12 days ago
- Olympia, WA (12 miles from Dupont, WA)
- 12 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
- Puyallup, WA (17 miles from Dupont, WA)
- 16 days ago
- Puyallup, WA (17 miles from Dupont, WA)
- 16 days ago
Also responsible for uncovering and originating consumer lending opportunities....
Roving Personal Banker Southwest Washington
- Tacoma, WA (15 miles from Dupont, WA)
- 22 days ago
- Tacoma, WA (15 miles from Dupont, WA)
- 22 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....
Part Time - Member Consultant (Personal Banker) - Thurston County Branches
- Olympia, WA (12 miles from Dupont, WA)
- 23 days ago
- Olympia, WA (12 miles from Dupont, WA)
- 23 days ago
Part Time - Member Consultant (Personal Banker) - Thurston County Branches 4.2 4.2 out of 5 stars Olympia, WA Member Consultants are the heart and soul of WSECU....
Part Time - Member Consultant (Personal Banker) - Lacey Branch
- Lacey, WA (7 miles from Dupont, WA)
- 28 days ago
- Lacey, WA (7 miles from Dupont, WA)
- 28 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...
This job posting is anticipated to remain open for 30 days, from 31-Mar-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor - Tacoma / Silverdale / Port Angeles and Surrounding areas
- Tacoma, WA (15 miles from Dupont, WA)
- 30+ days ago
- Tacoma, WA (15 miles from Dupont, WA)
- 30+ 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 (23 miles from Dupont, WA)
- 30+ days ago
- Federal Way, WA (23 miles from Dupont, WA)
- 30+ 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...
Full Time Member Consultant (Personal Banker) Lakewood Branch
- Lakewood, WA (12 miles from Dupont, WA)
- 45+ days ago
- Lakewood, WA (12 miles from Dupont, WA)
- 45+ days ago
Full Time Member Consultant (Personal Banker) Lakewood Branch 4.2 4.2 out of 5 stars 9540 Bridgeport Way SW, Lakewood, WA 98499 Member Consultants are the heart and soul of WSECU....
Licensed Private Client Banker- Tumwater, WA
- Tumwater, WA (12 miles from Dupont, WA)
- 60+ days ago
- Tumwater, WA (12 miles from Dupont, WA)
- 60+ days ago
Location: 5400 Capitol Boulevard SE - Tumwater, Washington 98501-4400 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The...
Demographic Data for Dupont, WA
Moving to Dupont, WA? Find some basic demographic data about Dupont, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Dupont, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Dupont, WA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- 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 »