Personal Banker Jobs in Medina, 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.
Licensed Private Client Banker
- Bellevue, WA (1 mile from Medina, WA)
- 8 hours ago
- Bellevue, WA (1 mile from Medina, WA)
- 8 hours ago
Location: 10655 NE 4th Street - Bellevue, Washington 98004 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Licensed Private Client Banker- Bellevue
- Bellevue, WA (1 mile from Medina, WA)
- 16 hours ago
- Bellevue, WA (1 mile from Medina, WA)
- 16 hours ago
Licensed Private Client Banker- Bellevue KeyBank - Bellevue, WA Posted: 5/12/2025 - Expires: 8/10/2025 Job ID: 289035975 Apply Now I have already applied Save Job Print Email Share Job Description...
- Seattle, WA (4 miles from Medina, WA)
- 1 day ago
- Seattle, WA (4 miles from Medina, 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....
JPMorgan Private Client Relationship Manager - Bellevue, WA
- Bellevue, WA (1 mile from Medina, WA)
- 1 day ago
- Bellevue, WA (1 mile from Medina, WA)
- 1 day ago
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships...
- Seattle, WA (4 miles from Medina, WA)
- 1 day ago
- Seattle, WA (4 miles from Medina, 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....
- Kirkland, WA (3 miles from Medina, WA)
- 3 days ago
- Kirkland, WA (3 miles from Medina, WA)
- 3 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....
Personal Banker Renton Village
- Renton, WA (12 miles from Medina, WA)
- 3 days ago
- Renton, WA (12 miles from Medina, WA)
- 3 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....
Financial Advisor - Sound Credit Union
- Shoreline, WA (9 miles from Medina, WA)
- 4 days ago
- Shoreline, WA (9 miles from Medina, WA)
- 4 days ago
Financial Advisor - Sound Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union...
- Bellevue, WA (1 mile from Medina, WA)
- 5 days ago
- Bellevue, WA (1 mile from Medina, WA)
- 5 days ago
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing...
- Bellevue, WA (1 mile from Medina, WA)
- 6 days ago
- Bellevue, WA (1 mile from Medina, WA)
- 6 days ago
Also responsible for uncovering and originating consumer lending opportunities....
Private Client Banker, Federal Way, Federal Way, WA
- Federal Way, WA (22 miles from Medina, WA)
- 7 days ago
- Federal Way, WA (22 miles from Medina, WA)
- 7 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...
- Kirkland, WA (3 miles from Medina, WA)
- 7 days ago
- Kirkland, WA (3 miles from Medina, WA)
- 7 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....
- Seattle, WA (4 miles from Medina, WA)
- 7 days ago
- Seattle, WA (4 miles from Medina, WA)
- 7 days ago
Our client is a nationally expanding wealth management firm with over 45 years of history and $2.5B in assets under management....
Personal Financial Representative / Universal Banker
- Seattle, WA (4 miles from Medina, WA)
- 9 days ago
- Seattle, WA (4 miles from Medina, WA)
- 9 days 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....
Associate Financial Advisor - Seattle
- Seattle, WA (4 miles from Medina, WA)
- 11 days ago
- Seattle, WA (4 miles from Medina, WA)
- 11 days ago
Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our people helping...
Demographic Data for Medina, WA
Moving to Medina, WA? Find some basic demographic data about Medina, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Medina, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Medina, 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
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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