Personal Banker Jobs in Kirkland, 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.
- Seattle, WA (7 miles from Kirkland, WA)
- moments ago
- Seattle, WA (7 miles from Kirkland, WA)
- moments ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Seattle, WA (7 miles from Kirkland, WA)
- moments ago
- Seattle, WA (7 miles from Kirkland, WA)
- moments 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....
- Maple Valley, WA (20 miles from Kirkland, WA)
- 3 hours ago
- Maple Valley, WA (20 miles from Kirkland, WA)
- 3 hours ago
This job posting is anticipated to remain open for 30 days, from 24-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
- Kent, WA (21 miles from Kirkland, WA)
- 4 hours ago
- Kent, WA (21 miles from Kirkland, WA)
- 4 hours 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....
Personal Banker- Everett Branch
- Everett, WA (21 miles from Kirkland, WA)
- 4 hours ago
- Everett, WA (21 miles from Kirkland, WA)
- 4 hours ago
Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending....
Personal Banker- Woodinville Branch
- Woodinville, WA (7 miles from Kirkland, WA)
- 4 hours ago
- Woodinville, WA (7 miles from Kirkland, WA)
- 4 hours ago
Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending....
Financial Advisor - Career Change Opportunity
- Silverdale, WA (24 miles from Kirkland, WA)
- 8 hours ago
- Silverdale, WA (24 miles from Kirkland, WA)
- 8 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 22-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
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 Renton Village
- Renton, WA (15 miles from Kirkland, WA)
- 1 day ago
- Renton, WA (15 miles from Kirkland, WA)
- 1 day 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 (7 miles from Kirkland, WA)
- 2 days ago
- Seattle, WA (7 miles from Kirkland, WA)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 23-Apr-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
Private Client Banker - Overlake Park Branch - Bellevue, WA-Mandarin Required
- Bellevue, WA (3 miles from Kirkland, WA)
- 2 days ago
- Bellevue, WA (3 miles from Kirkland, WA)
- 2 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...
- Mill Creek, WA (11 miles from Kirkland, WA)
- 2 days ago
- Mill Creek, WA (11 miles from Kirkland, 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....
Licensed Private Client Banker
- Mercer Island, WA (7 miles from Kirkland, WA)
- 3 days ago
- Mercer Island, WA (7 miles from Kirkland, WA)
- 3 days ago
Location: 2731 77th Avenue SE - Mercer Island, Washington 98040-2800 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The...
- Kent, WA (21 miles from Kirkland, WA)
- 6 days ago
- Kent, WA (21 miles from Kirkland, 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....
- Everett, WA (21 miles from Kirkland, WA)
- 7 days ago
- Everett, WA (21 miles from Kirkland, WA)
- 7 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....
Demographic Data for Kirkland, WA
Moving to Kirkland, WA? Find some basic demographic data about Kirkland, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Kirkland, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Kirkland, 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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