Personal Banker Jobs in Lacey, 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.
Full Time Member Consultant (Personal Banker) West Olympia Branch
- Olympia, WA (4 miles from Lacey, WA)
- 1 day ago
- Olympia, WA (4 miles from Lacey, WA)
- 1 day ago
Your day might 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...
- Tacoma, WA (22 miles from Lacey, WA)
- 4 days ago
- Tacoma, WA (22 miles from Lacey, WA)
- 4 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 (24 miles from Lacey, WA)
- 5 days ago
- Gig Harbor, WA (24 miles from Lacey, 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...
US Experienced Financial Advisor
- Tacoma, WA (22 miles from Lacey, WA)
- 5 days ago
- Tacoma, WA (22 miles from Lacey, 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....
Full Time Member Consultant (Personal Banker)- Martin Way Branch
- Olympia, WA (4 miles from Lacey, WA)
- 13 days ago
- Olympia, WA (4 miles from Lacey, WA)
- 13 days ago
Full Time Member Consultant (Personal Banker)- Martin Way Branch WSECU - Olympia, WA Posted: 5/26/2025 - Expires: 8/24/2025 Job ID: 289527491 Apply Now I have already applied Save Job Print Email Share...
Licensed Private Client Banker
- Tumwater, WA (4 miles from Lacey, WA)
- 15 days ago
- Tumwater, WA (4 miles from Lacey, WA)
- 15 days ago
Licensed Private Client Banker KeyBank - Tumwater, WA Posted: 5/24/2025 - Expires: 8/22/2025 Job ID: 289450892 Apply Now I have already applied Save Job Print Email Share Job Description Location:...
Financial Advisor- Team Sponsored Launch- Harbor Financial Group- Gig Harbor, WA
- Gig Harbor, WA (24 miles from Lacey, WA)
- 17 days ago
- Gig Harbor, WA (24 miles from Lacey, WA)
- 17 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...
- Olympia, WA (4 miles from Lacey, WA)
- 19 days ago
- Olympia, WA (4 miles from Lacey, WA)
- 19 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....
- Spanaway, WA (19 miles from Lacey, WA)
- 21 days ago
- Spanaway, WA (19 miles from Lacey, WA)
- 21 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Tacoma, WA (22 miles from Lacey, WA)
- 21 days ago
- Tacoma, WA (22 miles from Lacey, WA)
- 21 days ago
A Personal Banker effectively builds trust with members and internal staff by embodying and demonstrating the Core Values of the organization....
Part Time - Member Consultant (Personal Banker) Pierce County Branches
- Tacoma, WA (22 miles from Lacey, WA)
- 30+ days ago
- Tacoma, WA (22 miles from Lacey, WA)
- 30+ days ago
Part Time - Member Consultant (Personal Banker) Pierce County Branches WSECU - Tacoma, WA Posted: 5/7/2025 - Expires: 8/5/2025 Job ID: 288801795 Apply Now I have already applied Save Job Print Email...
Part Time Member Consultant (Personal Banker) Martin Way Branch
- Olympia, WA (4 miles from Lacey, WA)
- 30+ days ago
- Olympia, WA (4 miles from Lacey, WA)
- 30+ days ago
Part Time Member Consultant (Personal Banker)- Martin Way Branch WSECU - Olympia, WA Posted: 4/28/2025 - Expires: 7/27/2025 Job ID: 288364108 Apply Now I have already applied Save Job Print Email Share...
Part Time - Member Consultant (Personal Banker) - Thurston County Branches
- Olympia, WA (4 miles from Lacey, WA)
- 60+ days ago
- Olympia, WA (4 miles from Lacey, WA)
- 60+ days ago
Part Time - Member Consultant (Personal Banker) - Thurston County Branches 4.2 4.2 out of 5 stars Olympia, WA Member Consultants are the heart and soul of WSECU....
Part Time - Member Consultant (Personal Banker) - Lacey Branch
- Lacey, WA
- 60+ days ago
- Lacey, WA
- 60+ 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...
Financial Advisor - Tacoma / Silverdale / Port Angeles and Surrounding areas
- Tacoma, WA (22 miles from Lacey, WA)
- 60+ days ago
- Tacoma, WA (22 miles from Lacey, WA)
- 60+ 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...
Demographic Data for Lacey, WA
Moving to Lacey, WA? Find some basic demographic data about Lacey, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lacey, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lacey, 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
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »