Personal Banker Jobs in Lakebay, 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
- Puyallup, WA (19 miles from Lakebay, WA)
- 4 days ago
- Puyallup, WA (19 miles from Lakebay, WA)
- 4 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 02-May-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) Pierce County Branches
- Tacoma, WA (14 miles from Lakebay, WA)
- 1 hour ago
- Tacoma, WA (14 miles from Lakebay, WA)
- 1 hour 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...
Private Client Banker, Federal Way, Federal Way, WA
- Federal Way, WA (22 miles from Lakebay, WA)
- 18 hours ago
- Federal Way, WA (22 miles from Lakebay, WA)
- 18 hours 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...
- Spanaway, WA (21 miles from Lakebay, WA)
- 4 days ago
- Spanaway, WA (21 miles from Lakebay, WA)
- 4 days ago
Also responsible for uncovering and originating consumer lending opportunities....
- Puyallup, WA (19 miles from Lakebay, WA)
- 4 days ago
- Puyallup, WA (19 miles from Lakebay, WA)
- 4 days ago
This job posting is anticipated to remain open for 30 days, from 02-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
- South Hill, WA (21 miles from Lakebay, WA)
- 5 days ago
- South Hill, WA (21 miles from Lakebay, WA)
- 5 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Personal Banker - Puyallup Branch
- Puyallup, WA (19 miles from Lakebay, WA)
- 6 days ago
- Puyallup, WA (19 miles from Lakebay, WA)
- 6 days ago
The Personal Banker position actively participates in sales efforts and campaigns and customer service opportunities....
Private Client Banker - Burien Branch - Burien, WA
- Burien, WA (23 miles from Lakebay, WA)
- 9 days ago
- Burien, WA (23 miles from Lakebay, WA)
- 9 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...
Part Time Member Consultant (Personal Banker) Martin Way Branch
- Olympia, WA (20 miles from Lakebay, WA)
- 10 days ago
- Olympia, WA (20 miles from Lakebay, WA)
- 10 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...
- Olympia, WA (20 miles from Lakebay, WA)
- 10 days ago
- Olympia, WA (20 miles from Lakebay, WA)
- 10 days ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
- Des Moines, WA (23 miles from Lakebay, WA)
- 14 days ago
- Des Moines, WA (23 miles from Lakebay, WA)
- 14 days ago
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 youre looking for a challenging and rewarding career,...
Part Time - Member Consultant (Personal Banker) Puyallup Branch
- Puyallup, WA (19 miles from Lakebay, WA)
- 15 days ago
- Puyallup, WA (19 miles from Lakebay, WA)
- 15 days ago
Part Time - Member Consultant (Personal Banker) Puyallup Branch WSECU - 4.2 Puyallup, WA Job Details Part-time $23.29 - $34.94 an hour 17 hours ago Benefits Paid holidays Disability insurance Health...
Part Time - Member Consultant (Personal Banker) - Thurston County Branches
- Olympia, WA (20 miles from Lakebay, WA)
- 30+ days ago
- Olympia, WA (20 miles from Lakebay, WA)
- 30+ 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 (16 miles from Lakebay, WA)
- 30+ days ago
- Lacey, WA (16 miles from Lakebay, WA)
- 30+ 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 (14 miles from Lakebay, WA)
- 45+ days ago
- Tacoma, WA (14 miles from Lakebay, WA)
- 45+ 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 Lakebay, WA
Moving to Lakebay, WA? Find some basic demographic data about Lakebay, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lakebay, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lakebay, 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
- Cross Selling
- Mortgage Processing
- 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
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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