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.
Financial Advisor - Career Change Opportunity
- Port Orchard, WA (21 miles from Kent, WA)
- 18 hours ago
- Port Orchard, WA (21 miles from Kent, WA)
- 18 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 14-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Part Time - Member Consultant (Personal Banker) -Tacoma James Branch
- Tacoma, WA (13 miles from Kent, WA)
- 10 hours ago
- Tacoma, WA (13 miles from Kent, WA)
- 10 hours ago
Part Time - Member Consultant (Personal Banker) -Tacoma James Branch WSECU - Tacoma, WA Posted: 7/15/2025 - Expires: 10/13/2025 Job ID: 291673627 Apply Now I have already applied Save Job Print Email...
- Seattle, WA (18 miles from Kent, WA)
- 17 hours ago
- Seattle, WA (18 miles from Kent, WA)
- 17 hours 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....
- Snoqualmie, WA (24 miles from Kent, WA)
- 1 day ago
- Snoqualmie, WA (24 miles from Kent, WA)
- 1 day ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Port Orchard, WA (21 miles from Kent, WA)
- 1 day ago
- Port Orchard, WA (21 miles from Kent, WA)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 14-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
US Experienced Financial Advisor
- Tacoma, WA (13 miles from Kent, WA)
- 5 days ago
- Tacoma, WA (13 miles from Kent, WA)
- 5 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....
Personal Banker South Lake Union
- Seattle, WA (18 miles from Kent, WA)
- 5 days ago
- Seattle, WA (18 miles from Kent, 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....
- Tacoma, WA (13 miles from Kent, WA)
- 11 days ago
- Tacoma, WA (13 miles from Kent, WA)
- 11 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...
2026 January Financial Advisor Development Program - Seattle
- Seattle, WA (18 miles from Kent, WA)
- 12 days ago
- Seattle, WA (18 miles from Kent, WA)
- 12 days ago
A background in business administration, wealth management, financial planning, or finance is preferred....
- Tacoma, WA (13 miles from Kent, WA)
- 22 days ago
- Tacoma, WA (13 miles from Kent, WA)
- 22 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 (4 miles from Kent, WA)
- 25 days ago
- Federal Way, WA (4 miles from Kent, WA)
- 25 days ago
Area: Retail Banking (Sales)...
Personal Banker I - Eastgate FC
- Bellevue, WA (17 miles from Kent, WA)
- 26 days ago
- Bellevue, WA (17 miles from Kent, WA)
- 26 days ago
GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers...
Client Relationship Manager-Retirement
- Seattle, WA (18 miles from Kent, WA)
- 26 days ago
- Seattle, WA (18 miles from Kent, WA)
- 26 days ago
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
Remote Work- Auburn, WA (4 miles from Kent, WA)
- 27 days ago
- Auburn, WA (4 miles from Kent, WA)
- 27 days ago
Also responsible for uncovering and originating consumer lending opportunities....
- Des Moines, WA (8 miles from Kent, WA)
- 30+ days ago
- Des Moines, WA (8 miles from Kent, WA)
- 30+ days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
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
- Business Planning
- Personal Banker
- Retirement Planning
- 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
- Math
- Listening
- Retail
- Business Development
- Customer Relations
- High School Diploma
- Written Communication
- Telephone Skills
- Reporting
- Policy Development
- Coaching
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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