Personal Banker Jobs in Federal Way, 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.
- Tacoma, WA (9 miles from Federal Way, WA)
- 10 hours ago
- Tacoma, WA (9 miles from Federal Way, WA)
- 10 hours ago
Personal Banker Retail Banking Group Tacoma, Washington **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture...
- Seattle, WA (21 miles from Federal Way, WA)
- 2 days ago
- Seattle, WA (21 miles from Federal Way, WA)
- 2 days ago
Conduct client presentations and meetings that effectively communicate the value proposition of our investment strategies, financial planning programs, and our holistic wealth management services....
- Bellevue, WA (21 miles from Federal Way, WA)
- 3 days ago
- Bellevue, WA (21 miles from Federal Way, WA)
- 3 days ago
Personal Banker Location : Location US-WA-Bellevue Location : Address 200 108th Avenue NE Location : City Bellevue Location : State/Province WA ID 2025-3715 Category Retail Banking Position Type Full...
Financial Advisor Associate - R25_0000001563
- Bellevue, WA (21 miles from Federal Way, WA)
- 3 days ago
- Bellevue, WA (21 miles from Federal Way, WA)
- 3 days ago
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing...
- Seattle, WA (21 miles from Federal Way, WA)
- 3 days ago
- Seattle, WA (21 miles from Federal Way, WA)
- 3 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Kent, WA (4 miles from Federal Way, WA)
- 3 days ago
- Kent, WA (4 miles from Federal Way, WA)
- 3 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Licensed Private Client Banker
- Seattle, WA (21 miles from Federal Way, WA)
- 3 days ago
- Seattle, WA (21 miles from Federal Way, WA)
- 3 days ago
Location: 353 NE Northgate Way - Seattle, Washington 98125-6020 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Financial Advisor - Greater Puget Sound
- Tukwila, WA (16 miles from Federal Way, WA)
- 4 days ago
- Tukwila, WA (16 miles from Federal Way, WA)
- 4 days ago
Financial Advisor - Greater Puget Sound Boeing Employees Credit Union life insurance, paid time off, paid holidays, 401(k), retirement plan 12770 Gateway Drive South (Show on map) Jun 03, 2025 Is...
- Tacoma, WA (9 miles from Federal Way, WA)
- 5 days ago
- Tacoma, WA (9 miles from Federal Way, WA)
- 5 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....
- Seattle, WA (21 miles from Federal Way, WA)
- 5 days ago
- Seattle, WA (21 miles from Federal Way, WA)
- 5 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....
Team-Based Financial Advisor - Harbor Financial Group- Gig Harbor, WA
- Gig Harbor, WA (21 miles from Federal Way, WA)
- 5 days ago
- Gig Harbor, WA (21 miles from Federal Way, WA)
- 5 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...
Personal Financial Representative - WA
- Seattle, WA (21 miles from Federal Way, WA)
- 5 days ago
- Seattle, WA (21 miles from Federal Way, WA)
- 5 days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote WorkUS Experienced Financial Advisor
- Tacoma, WA (9 miles from Federal Way, WA)
- 6 days ago
- Tacoma, WA (9 miles from Federal Way, WA)
- 6 days ago
We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model....
- Seattle, WA (21 miles from Federal Way, WA)
- 6 days ago
- Seattle, WA (21 miles from Federal Way, 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....
- Seattle, WA (21 miles from Federal Way, WA)
- 8 days ago
- Seattle, WA (21 miles from Federal Way, WA)
- 8 days ago
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a...
Demographic Data for Federal Way, WA
Moving to Federal Way, WA? Find some basic demographic data about Federal Way, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Federal Way, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Federal Way, 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
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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