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.
Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending....
Personal Banker- Woodinville Branch
- Woodinville, WA (15 miles from Everett, WA)
- 1 hour ago
- Woodinville, WA (15 miles from Everett, WA)
- 1 hour ago
Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending....
Personal Banker- Camano Branch
- Camano Island, WA (16 miles from Everett, WA)
- 1 hour ago
- Camano Island, WA (16 miles from Everett, WA)
- 1 hour ago
Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending....
- Kirkland, WA (21 miles from Everett, WA)
- 6 hours ago
- Kirkland, WA (21 miles from Everett, WA)
- 6 hours ago
Mutual of America Financial Group Job Title: Client Relationship Manager 3 Location: Seattle, WA Who We Are: At Mutual of America Financial Group, we help people build the assets they need to...
Personal Banker- Arlington Branch
- Arlington, WA (17 miles from Everett, WA)
- 15 hours ago
- Arlington, WA (17 miles from Everett, WA)
- 15 hours ago
Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending....
- Redmond, WA (21 miles from Everett, WA)
- 1 day ago
- Redmond, WA (21 miles from Everett, WA)
- 1 day ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Mill Creek, WA (10 miles from Everett, WA)
- 2 days ago
- Mill Creek, WA (10 miles from Everett, 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....
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....
Personal Financial Representative (Personal Banker)
- Lake Stevens, WA (7 miles from Everett, WA)
- 14 days ago
- Lake Stevens, WA (7 miles from Everett, WA)
- 14 days ago
Accurately take consumer lending applications, Review credit reports for concerns and obtains approvals and submit loan documentation....
Financial Advisor Consultant/Analyst
- Redmond, WA (21 miles from Everett, WA)
- 23 days ago
- Redmond, WA (21 miles from Everett, WA)
- 23 days ago
Financial Advisor Consultant/Analyst Bucher & Christian Consulting, Inc. dba BCforward (BCF) - Redmond, WA Posted: 4/3/2025 - Expires: 7/2/2025 Job ID: 287525760 Apply Now I have already applied...
Full Time - Mobile Member Consultant (Personal Banker) -King & Snohomish County
- Everett, WA
- 30+ days ago
- Everett, WA
- 30+ days ago
Full Time - Mobile Member Consultant (Personal Banker) -King & Snohomish County WSECU - Everett, WA Posted: 3/24/2025 - Expires: 6/22/2025 Job ID: 286983605 Apply Now I have already applied Save Job...
Client Relationship Manager - Seattle
- Kirkland, WA (21 miles from Everett, WA)
- 30+ days ago
- Kirkland, WA (21 miles from Everett, 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...
- Marysville, WA (4 miles from Everett, WA)
- 30+ days ago
- Marysville, WA (4 miles from Everett, WA)
- 30+ days ago
Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending....
Licensed Private Client Banker
- Redmond, WA (21 miles from Everett, WA)
- 45+ days ago
- Redmond, WA (21 miles from Everett, WA)
- 45+ days ago
Licensed Private Client Banker KeyBank - Redmond, WA Posted: 3/10/2025 - Expires: 6/8/2025 Job ID: 286376609 Apply Now I have already applied Save Job Print Email Share Job Description Location:...
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
- 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
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