Personal Banker Jobs in Kent, 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.
Part Time - Member Consultant (Personal Banker) Pierce County Branches
- Lakewood, WA (16 miles from Kent, WA)
- 1 day ago
- Lakewood, WA (16 miles from Kent, WA)
- 1 day ago
Part Time - Member Consultant (Personal Banker) Pierce County Branches WSECU - 4.2 Lakewood, WA Job Details Part-time $23.29 - $34.94 an hour 15 hours ago Benefits Paid holidays Disability insurance...
- Bellevue, WA (17 miles from Kent, WA)
- 1 day ago
- Bellevue, WA (17 miles from Kent, WA)
- 1 day 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...
- Tacoma, WA (13 miles from Kent, WA)
- 2 days ago
- Tacoma, WA (13 miles from Kent, 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....
- Bellevue, WA (17 miles from Kent, WA)
- 2 days ago
- Bellevue, WA (17 miles from Kent, WA)
- 2 days ago
Also responsible for uncovering and originating consumer lending opportunities....
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Private Client Banker, Federal Way, Federal Way, WA
- Federal Way, WA (4 miles from Kent, WA)
- 3 days ago
- Federal Way, WA (4 miles from Kent, WA)
- 3 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
- Kirkland, WA (21 miles from Kent, WA)
- 3 days ago
- Kirkland, WA (21 miles from Kent, WA)
- 3 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 (18 miles from Kent, WA)
- 3 days ago
- Seattle, WA (18 miles from Kent, WA)
- 3 days ago
Our client is a nationally expanding wealth management firm with over 45 years of history and $2.5B in assets under management....
- Seattle, WA (18 miles from Kent, WA)
- 3 days ago
- Seattle, WA (18 miles from Kent, WA)
- 3 days ago
Management Team We are seeking a seasoned financial advisor with $20M-$60M in AUM to join our dynamic and growing firm....
- Seattle, WA (18 miles from Kent, WA)
- 5 days ago
- Seattle, WA (18 miles from Kent, WA)
- 5 days ago
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help...
Personal Financial Representative / Universal Banker
- Seattle, WA (18 miles from Kent, WA)
- 5 days ago
- Seattle, WA (18 miles from Kent, WA)
- 5 days 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....
- South Hill, WA (15 miles from Kent, WA)
- 7 days ago
- South Hill, WA (15 miles from Kent, WA)
- 7 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Associate Financial Advisor - Seattle
- Seattle, WA (18 miles from Kent, WA)
- 7 days ago
- Seattle, WA (18 miles from Kent, WA)
- 7 days ago
Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our people helping...
- Redmond, WA (22 miles from Kent, WA)
- 8 days ago
- Redmond, WA (22 miles from Kent, WA)
- 8 days ago
Job Summary: Personal Banker Retail Banking Group Bend,Oregon Redmond,Oregon Eugene,Oregon Description About Us: At Umpqua, we create a great place to work by offering a unique brand of relationship...
Personal Banker - Puyallup Branch
- Puyallup, WA (12 miles from Kent, WA)
- 8 days ago
- Puyallup, WA (12 miles from Kent, WA)
- 8 days ago
The Personal Banker position actively participates in sales efforts and campaigns and customer service opportunities....
- Seattle, WA (18 miles from Kent, WA)
- 11 days ago
- Seattle, WA (18 miles from Kent, WA)
- 11 days ago
Location: 4701 California Avenue SW - Seattle, Washington 98116-4412 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The...
Demographic Data for Kent, WA
Moving to Kent, WA? Find some basic demographic data about Kent, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Kent, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Kent, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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