Personal Banker Jobs in Everett, 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) - Everett Branch
- Everett, WA
- 1 day ago
- Everett, WA
- 1 day 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 (10 miles from Everett, WA)
- 1 day ago
- Mill Creek, WA (10 miles from Everett, WA)
- 1 day ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Lynnwood, WA (13 miles from Everett, WA)
- 5 days ago
- Lynnwood, WA (13 miles from Everett, WA)
- 5 days ago
Also responsible for uncovering and originating consumer lending opportunities....
Financial Advisor Financial Advisor
- Redmond, WA (21 miles from Everett, WA)
- 6 days ago
- Redmond, WA (21 miles from Everett, WA)
- 6 days ago
Financial Advisor Edward Jones 3.8 ( ) Redmond, WA Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending....
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Lynnwood, WA (13 miles from Everett, WA)
- 17 days ago
- Lynnwood, WA (13 miles from Everett, WA)
- 17 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....
This is a Hybrid opportunity located at our office in Everett, WA. Now is your chance to join an organization that drives change. Were a company thats consistently on top employer lists. Why join...
Personal Banker - Lynnwood Branch
- Lynnwood, WA (13 miles from Everett, WA)
- 60+ days ago
- Lynnwood, WA (13 miles from Everett, WA)
- 60+ days ago
The Personal Banker position actively participates in sales efforts and campaigns and customer service opportunities....
Licensed Private Client Banker
- Marysville, WA (4 miles from Everett, WA)
- 60+ days ago
- Marysville, WA (4 miles from Everett, WA)
- 60+ days 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...
Personal Financial Representative (Personal Banker)
- Lake Stevens, WA (7 miles from Everett, WA)
- 60+ days ago
- Lake Stevens, WA (7 miles from Everett, WA)
- 60+ days ago
Accurately take consumer lending applications, Review credit reports for concerns and obtains approvals and submit loan documentation....
Senior Personal Banker- $2,000 Sign-On Bonus
- Arlington, WA (17 miles from Everett, WA)
- 60+ days ago
- Arlington, WA (17 miles from Everett, WA)
- 60+ days ago
Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending....
Financial Advisor- Team Sponsored Launch- Cascade West Group- Kirkland, WA
- Kirkland, WA (21 miles from Everett, WA)
- 60+ days ago
- Kirkland, WA (21 miles from Everett, 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...
Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending....
Demographic Data for Everett, WA
Moving to Everett, WA? Find some basic demographic data about Everett, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Everett, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Everett, 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
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- 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
- Retail
- Business Development
- 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
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 »