Personal Banker Jobs in Lake Stevens, 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.
Personal Financial Representative (Personal Banker)
- Lynnwood, WA (19 miles from Lake Stevens, WA)
- 4 hours ago
- Lynnwood, WA (19 miles from Lake Stevens, WA)
- 4 hours ago
Accurately take consumer lending applications, Review credit reports for concerns and obtains approvals and submit loan documentation....
- Marysville, WA (4 miles from Lake Stevens, WA)
- 5 days ago
- Marysville, WA (4 miles from Lake Stevens, WA)
- 5 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Full Time - Mobile Member Consultant (Personal Banker) -King & Snohomish County
- Everett, WA (7 miles from Lake Stevens, WA)
- 5 days ago
- Everett, WA (7 miles from Lake Stevens, WA)
- 5 days ago
Your day might include: Flexibility and Ability to travel statewide on short notice Performing all branch and consumer lending, opening new accounts, and providing teller services Traveling to various...
Licensed Private Client Banker
- Monroe, WA (14 miles from Lake Stevens, WA)
- 6 days ago
- Monroe, WA (14 miles from Lake Stevens, WA)
- 6 days ago
Location: 214 E Main - Monroe, Washington 98272 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker...
Personal Banker - Everett Madison
- Everett, WA (7 miles from Lake Stevens, WA)
- 12 days ago
- Everett, WA (7 miles from Lake Stevens, WA)
- 12 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Senior Personal Banker- $2,000 Sign-On Bonus
- Arlington, WA (10 miles from Lake Stevens, WA)
- 13 days ago
- Arlington, WA (10 miles from Lake Stevens, WA)
- 13 days ago
Personal Banker is an essential part of the retail team....
- Bothell, WA (21 miles from Lake Stevens, WA)
- 15 days ago
- Bothell, WA (21 miles from Lake Stevens, WA)
- 15 days ago
Location: Bothell, US-WA Rate: Not Specified Type: Permanent Client Relationship Manager Title: Client Relationship Manager Department: Client Services Bargaining Unit: NBU Grade: N/A FLSA: Exempt...
Personal Banker Associate I - Mill Creek (Brentwood)
- Mill Creek, WA (15 miles from Lake Stevens, WA)
- 21 days ago
- Mill Creek, WA (15 miles from Lake Stevens, WA)
- 21 days ago
Banker job family....
- Snohomish, WA (7 miles from Lake Stevens, WA)
- 23 days ago
- Snohomish, WA (7 miles from Lake Stevens, WA)
- 23 days ago
Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending....
- Everett, WA (7 miles from Lake Stevens, WA)
- 23 days ago
- Everett, WA (7 miles from Lake Stevens, WA)
- 23 days ago
Personal Banker is an essential part of the retail team....
Full Time Member Consultant (Personal Banker) - Everett Branch
- Everett, WA (7 miles from Lake Stevens, WA)
- 30+ days ago
- Everett, WA (7 miles from Lake Stevens, WA)
- 30+ days 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...
Personal Banker- Woodinville Branch
- Woodinville, WA (19 miles from Lake Stevens, WA)
- 45+ days ago
- Woodinville, WA (19 miles from Lake Stevens, WA)
- 45+ days ago
Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending....
Personal Banker- Arlington Branch
- Arlington, WA (10 miles from Lake Stevens, WA)
- 45+ days ago
- Arlington, WA (10 miles from Lake Stevens, WA)
- 45+ days ago
Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending....
Demographic Data for Lake Stevens, WA
Moving to Lake Stevens, WA? Find some basic demographic data about Lake Stevens, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lake Stevens, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lake Stevens, 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
- Check Cashing
- 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
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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