Personal Banker Jobs in Edmonds, 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 (13 miles from Edmonds, WA)
- 2 days ago
- Seattle, WA (13 miles from Edmonds, WA)
- 2 days ago
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients -...
- Seattle, WA (13 miles from Edmonds, WA)
- 1 day ago
- Seattle, WA (13 miles from Edmonds, 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....
Licensed Private Client Banker
- Everett, WA (15 miles from Edmonds, WA)
- 1 day ago
- Everett, WA (15 miles from Edmonds, WA)
- 1 day ago
ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending...
Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending....
- Seattle, WA (13 miles from Edmonds, WA)
- 1 day ago
- Seattle, WA (13 miles from Edmonds, WA)
- 1 day ago
At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Personal Financial Representative / Universal Banker
- Tukwila, WA (18 miles from Edmonds, WA)
- 1 day ago
- Tukwila, WA (18 miles from Edmonds, WA)
- 1 day ago
You act as a traditional teller with the skills of a personal banker, so our members can have a strong partner to help them meet their financial needs....
Personal Financial Representative
- Tukwila, WA (18 miles from Edmonds, WA)
- 1 day ago
- Tukwila, WA (18 miles from Edmonds, WA)
- 1 day ago
You act as a traditional teller with the skills of a personal banker, so our members can have a strong partner to help them meet their financial needs....
- Tukwila, WA (18 miles from Edmonds, WA)
- 2 days ago
- Tukwila, WA (18 miles from Edmonds, WA)
- 2 days ago
Client Relations Manager Job Description We are seeking a dedicated and proactive Account Manager to act as the lead point of contact for all customer-related matters. This role is crucial in...
- Kirkland, WA (12 miles from Edmonds, WA)
- 2 days ago
- Kirkland, WA (12 miles from Edmonds, WA)
- 2 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....
- Kirkland, WA (12 miles from Edmonds, WA)
- 2 days ago
- Kirkland, WA (12 miles from Edmonds, 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....
- Seattle, WA (13 miles from Edmonds, WA)
- 3 days ago
- Seattle, WA (13 miles from Edmonds, WA)
- 3 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....
- Redmond, WA (14 miles from Edmonds, WA)
- 4 days ago
- Redmond, WA (14 miles from Edmonds, WA)
- 4 days ago
Job Summary: Personal Banker Location : Location US-OR-Redmond Location : Address 855 SW Veterans Way Location : City Redmond Location : State/Province OR ID 2025-3999 Category Retail Banking Position...
Full Time Member Consultant (Personal Banker) - Everett Branch
- Everett, WA (15 miles from Edmonds, WA)
- 10 days ago
- Everett, WA (15 miles from Edmonds, WA)
- 10 days ago
Full Time Member Consultant (Personal Banker) - Everett Branch WSECU - 4.2 Everett, WA Job Details Full-time $26.55 - $39.83 an hour 22 hours ago Benefits Paid holidays Disability insurance Health insurance...
Private Client Banker - Murphys Corner - Everett, WA
- Mill Creek, WA (8 miles from Edmonds, WA)
- 10 days ago
- Mill Creek, WA (8 miles from Edmonds, WA)
- 10 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Private Client Banker - Murphys Corner - Everett, WA
- Everett, WA (15 miles from Edmonds, WA)
- 11 days ago
- Everett, WA (15 miles from Edmonds, WA)
- 11 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Demographic Data for Edmonds, WA
Moving to Edmonds, WA? Find some basic demographic data about Edmonds, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Edmonds, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Edmonds, WA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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