Personal Banker Jobs in Lakewood, 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.
- Olympia, WA (24 miles from Lakewood, WA)
- 3 days ago
- Olympia, WA (24 miles from Lakewood, WA)
- 3 days ago
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients -...
Personal Financial Representative / Universal Banker
- Tukwila, WA (23 miles from Lakewood, WA)
- 1 day ago
- Tukwila, WA (23 miles from Lakewood, WA)
- 1 day ago
You act as a traditional teller with the skills of a personal banker, so our members can have a strong partner to help them meet their financial needs....
Personal Financial Representative
- Tukwila, WA (23 miles from Lakewood, WA)
- 1 day ago
- Tukwila, WA (23 miles from Lakewood, WA)
- 1 day ago
You act as a traditional teller with the skills of a personal banker, so our members can have a strong partner to help them meet their financial needs....
- Tukwila, WA (23 miles from Lakewood, WA)
- 1 day ago
- Tukwila, WA (23 miles from Lakewood, WA)
- 1 day ago
Client Relations Manager Job Description We are seeking a dedicated and proactive Account Manager to act as the lead point of contact for all customer-related matters. This role is crucial in...
- Tacoma, WA (3 miles from Lakewood, WA)
- 2 days ago
- Tacoma, WA (3 miles from Lakewood, WA)
- 2 days ago
A Personal Banker effectively builds trust with members and internal staff by embodying and demonstrating the Core Values of the organization....
- Federal Way, WA (11 miles from Lakewood, WA)
- 2 days ago
- Federal Way, WA (11 miles from Lakewood, WA)
- 2 days ago
Overview Senior Personal Bankers act as trusted financial partners to help members exercise smart financing plans and set savings goals to manage their everyday banking to achieve financial wellbeing...
Retail Personal Banker Associate I-Triangle West
- University Place, WA (3 miles from Lakewood, WA)
- 2 days ago
- University Place, WA (3 miles from Lakewood, WA)
- 2 days ago
Banker job family....
Personal Banker Renton Village
- Renton, WA (20 miles from Lakewood, WA)
- 4 days ago
- Renton, WA (20 miles from Lakewood, 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....
- McChord AFB, WA (6 miles from Lakewood, WA)
- 11 days ago
- McChord AFB, WA (6 miles from Lakewood, WA)
- 11 days ago
Physical Requirements The work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday....
Full Time Member Consultant (Personal Banker) - Everett Branch
- Olympia, WA (24 miles from Lakewood, WA)
- 11 days ago
- Olympia, WA (24 miles from Lakewood, WA)
- 11 days ago
Full Time Member Consultant (Personal Banker) - Everett Branch WSECU - Olympia, WA Posted: 8/12/2025 - Expires: 11/10/2025 Job ID: 292315984 Apply Now I have already applied Save Job Print Email Share...
Financial Advisor Financial Advisor
- Port Orchard, WA (23 miles from Lakewood, WA)
- 15 days ago
- Port Orchard, WA (23 miles from Lakewood, WA)
- 15 days ago
Financial Advisor Edward Jones 3.8 ( ) Port Orchard, WA Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender...
- South Hill, WA (8 miles from Lakewood, WA)
- 29 days ago
- South Hill, WA (8 miles from Lakewood, WA)
- 29 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending...
Part Time - Member Consultant (Personal Banker)Tacoma James Branch
- Tacoma, WA (3 miles from Lakewood, WA)
- 30+ days ago
- Tacoma, WA (3 miles from Lakewood, WA)
- 30+ days 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...
- Tacoma, WA (3 miles from Lakewood, WA)
- 60+ days ago
- Tacoma, WA (3 miles from Lakewood, WA)
- 60+ 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...
Demographic Data for Lakewood, WA
Moving to Lakewood, WA? Find some basic demographic data about Lakewood, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lakewood, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lakewood, WA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Account Opening
- Lending
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- 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 »