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.
- Des Moines, WA (17 miles from Lakewood, WA)
- 16 hours ago
- Des Moines, WA (17 miles from Lakewood, WA)
- 16 hours ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Tacoma, WA (3 miles from Lakewood, WA)
- 1 day ago
- Tacoma, WA (3 miles from Lakewood, 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....
- Tacoma, WA (3 miles from Lakewood, WA)
- 3 days ago
- Tacoma, WA (3 miles from Lakewood, WA)
- 3 days ago
Also responsible for uncovering and originating consumer lending opportunities....
Full Time Member Consultant (Personal Banker) West Olympia Branch
- Olympia, WA (24 miles from Lakewood, WA)
- 4 days ago
- Olympia, WA (24 miles from Lakewood, WA)
- 4 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 keeping...
Full Time Member Consultant (Personal Banker) - Tumwater Town Center Branch
- Tumwater, WA (24 miles from Lakewood, WA)
- 5 days ago
- Tumwater, WA (24 miles from Lakewood, WA)
- 5 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...
- Tacoma, WA (3 miles from Lakewood, WA)
- 5 days ago
- Tacoma, WA (3 miles from Lakewood, WA)
- 5 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Full Time Member Consultant (Personal Banker) - Tumwater Trosper Branch
- Tumwater, WA (24 miles from Lakewood, WA)
- 5 days ago
- Tumwater, WA (24 miles from Lakewood, WA)
- 5 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 - Greater Puget Sound
- Tukwila, WA (23 miles from Lakewood, WA)
- 6 days ago
- Tukwila, WA (23 miles from Lakewood, WA)
- 6 days ago
Financial Advisor - Greater Puget Sound Boeing Employees Credit Union life insurance, paid time off, paid holidays, 401(k), retirement plan 12770 Gateway Drive South (Show on map) Jun 03, 2025 Is...
Team-Based Financial Advisor - Harbor Financial Group- Gig Harbor, WA
- Gig Harbor, WA (15 miles from Lakewood, WA)
- 8 days ago
- Gig Harbor, WA (15 miles from Lakewood, WA)
- 8 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 (3 miles from Lakewood, WA)
- 8 days ago
- Tacoma, WA (3 miles from Lakewood, WA)
- 8 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....
Part Time - Member Consultant (Personal Banker) Federal Way Branch
- Federal Way, WA (11 miles from Lakewood, WA)
- 11 days ago
- Federal Way, WA (11 miles from Lakewood, WA)
- 11 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...
Full Time Member Consultant (Personal Banker)- Martin Way Branch
- Olympia, WA (24 miles from Lakewood, WA)
- 16 days ago
- Olympia, WA (24 miles from Lakewood, WA)
- 16 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 (24 miles from Lakewood, WA)
- 18 days ago
- Tumwater, WA (24 miles from Lakewood, WA)
- 18 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 (15 miles from Lakewood, WA)
- 20 days ago
- Gig Harbor, WA (15 miles from Lakewood, WA)
- 20 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 (24 miles from Lakewood, WA)
- 23 days ago
- Olympia, WA (24 miles from Lakewood, WA)
- 23 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....
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
- 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
- Investigation
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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