Personal Banker Jobs in Mercer Island, 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.
- Seattle, WA (5 miles from Mercer Island, WA)
- 2 days ago
- Seattle, WA (5 miles from Mercer Island, WA)
- 2 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 -...
- Seattle, WA (5 miles from Mercer Island, WA)
- 1 day ago
- Seattle, WA (5 miles from Mercer Island, 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....
Personal Banker - Edmonds Branch
- Edmonds, WA (17 miles from Mercer Island, WA)
- 1 day ago
- Edmonds, WA (17 miles from Mercer Island, WA)
- 1 day ago
Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending....
- Seattle, WA (5 miles from Mercer Island, WA)
- 1 day ago
- Seattle, WA (5 miles from Mercer Island, WA)
- 1 day ago
At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Personal Financial Representative / Universal Banker
- Tukwila, WA (4 miles from Mercer Island, WA)
- 1 day ago
- Tukwila, WA (4 miles from Mercer Island, 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 (4 miles from Mercer Island, WA)
- 2 days ago
- Tukwila, WA (4 miles from Mercer Island, WA)
- 2 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....
- Tukwila, WA (4 miles from Mercer Island, WA)
- 2 days ago
- Tukwila, WA (4 miles from Mercer Island, WA)
- 2 days 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...
- Kirkland, WA (7 miles from Mercer Island, WA)
- 2 days ago
- Kirkland, WA (7 miles from Mercer Island, WA)
- 2 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....
- Kirkland, WA (7 miles from Mercer Island, WA)
- 2 days ago
- Kirkland, WA (7 miles from Mercer Island, WA)
- 2 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....
- Tacoma, WA (23 miles from Mercer Island, WA)
- 2 days ago
- Tacoma, WA (23 miles from Mercer Island, 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 (17 miles from Mercer Island, WA)
- 2 days ago
- Federal Way, WA (17 miles from Mercer Island, 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 (23 miles from Mercer Island, WA)
- 3 days ago
- University Place, WA (23 miles from Mercer Island, WA)
- 3 days ago
Banker job family....
- Seattle, WA (5 miles from Mercer Island, WA)
- 4 days ago
- Seattle, WA (5 miles from Mercer Island, WA)
- 4 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....
Personal Banker Renton Village
- Renton, WA (8 miles from Mercer Island, WA)
- 4 days ago
- Renton, WA (8 miles from Mercer Island, 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....
- Redmond, WA (9 miles from Mercer Island, WA)
- 5 days ago
- Redmond, WA (9 miles from Mercer Island, WA)
- 5 days ago
Job Summary: Personal Banker Location : Location US-OR-Redmond Location : Address 855 SW Veterans Way Location : City Redmond Location : State/Province OR ID 2025-3999 Category Retail Banking Position...
Demographic Data for Mercer Island, WA
Moving to Mercer Island, WA? Find some basic demographic data about Mercer Island, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Mercer Island, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Mercer Island, 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
- 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
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- 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
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