Personal Banker Jobs in Graham, 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.
- Ft Lewis, WA (13 miles from Graham, WA)
- 10 hours ago
- Ft Lewis, WA (13 miles from Graham, WA)
- 10 hours ago
Physical Requirements The work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday....
Financial Advisor - Career Change Opportunity
- Kent, WA (24 miles from Graham, WA)
- 2 days ago
- Kent, WA (24 miles from Graham, WA)
- 2 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 11-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
US Experienced Financial Advisor
- Tacoma, WA (17 miles from Graham, WA)
- 4 days ago
- Tacoma, WA (17 miles from Graham, WA)
- 4 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....
- Tacoma, WA (17 miles from Graham, WA)
- 10 days ago
- Tacoma, WA (17 miles from Graham, WA)
- 10 days ago
Management Maintain awareness of financial news via company-approved online sites, meetings and various news media to support and advance professional development toward becoming a RBC Financial Advisor...
- Bonney Lake, WA (12 miles from Graham, WA)
- 11 days ago
- Bonney Lake, WA (12 miles from Graham, WA)
- 11 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Lacey, WA (23 miles from Graham, WA)
- 13 days ago
- Lacey, WA (23 miles from Graham, WA)
- 13 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....
- Tacoma, WA (17 miles from Graham, WA)
- 21 days ago
- Tacoma, WA (17 miles from Graham, WA)
- 21 days ago
For over 78 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the...
Personal Banker, Retail Banking (Federal Way, WA)
- Federal Way, WA (20 miles from Graham, WA)
- 24 days ago
- Federal Way, WA (20 miles from Graham, WA)
- 24 days ago
Area: Retail Banking (Sales)...
- Auburn, WA (20 miles from Graham, WA)
- 26 days ago
- Auburn, WA (20 miles from Graham, WA)
- 26 days ago
Also responsible for uncovering and originating consumer lending opportunities....
- Kent, WA (24 miles from Graham, WA)
- 30+ days ago
- Kent, WA (24 miles from Graham, WA)
- 30+ days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Part Time - Member Consultant (Personal Banker) Federal Way Branch
- Federal Way, WA (20 miles from Graham, WA)
- 30+ days ago
- Federal Way, WA (20 miles from Graham, WA)
- 30+ 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...
Licensed Private Client Banker
- Tacoma, WA (17 miles from Graham, WA)
- 60+ days ago
- Tacoma, WA (17 miles from Graham, WA)
- 60+ days ago
Location: 13802 Pacific Avenue - Tacoma, Washington 98444-4635 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Personal Banker - Puyallup Branch
- Puyallup, WA (13 miles from Graham, WA)
- 60+ days ago
- Puyallup, WA (13 miles from Graham, WA)
- 60+ days ago
The Personal Banker position actively participates in sales efforts and campaigns and customer service opportunities....
- Kent, WA (24 miles from Graham, WA)
- 60+ days ago
- Kent, WA (24 miles from Graham, WA)
- 60+ 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....
Client Relationship Manager - Seattle
- Federal Way, WA (20 miles from Graham, WA)
- 90+ days ago
- Federal Way, WA (20 miles from Graham, WA)
- 90+ 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...
Demographic Data for Graham, WA
Moving to Graham, WA? Find some basic demographic data about Graham, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Graham, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Graham, 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
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- 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
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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