Personal Banker Jobs in Monroe, 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.
- Everett, WA (16 miles from Monroe, WA)
- 13 hours ago
- Everett, WA (16 miles from Monroe, WA)
- 13 hours ago
This is a Hybrid opportunity located at our office in Everett, WA. Now is your chance to join an organization that drives change. Were a company thats consistently on top employer lists. Why join...
- Woodinville, WA (13 miles from Monroe, WA)
- 5 days ago
- Woodinville, WA (13 miles from Monroe, WA)
- 5 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....
- Granite Falls, WA (13 miles from Monroe, WA)
- 6 days ago
- Granite Falls, WA (13 miles from Monroe, WA)
- 6 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Bellevue, WA (23 miles from Monroe, WA)
- 15 days ago
- Bellevue, WA (23 miles from Monroe, WA)
- 15 days ago
This job posting is anticipated to remain open for 30 days, from 22-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Personal Banker I - Eastgate FC
- Bellevue, WA (23 miles from Monroe, WA)
- 19 days ago
- Bellevue, WA (23 miles from Monroe, WA)
- 19 days ago
GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers...
- Woodinville, WA (13 miles from Monroe, WA)
- 21 days ago
- Woodinville, WA (13 miles from Monroe, WA)
- 21 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 - Lynnwood Branch
- Lynnwood, WA (18 miles from Monroe, WA)
- 25 days ago
- Lynnwood, WA (18 miles from Monroe, WA)
- 25 days ago
The Personal Banker position actively participates in sales efforts and campaigns and customer service opportunities....
Licensed Private Client Banker
- Marysville, WA (17 miles from Monroe, WA)
- 25 days ago
- Marysville, WA (17 miles from Monroe, WA)
- 25 days ago
Location: 1300 State Avenue - Marysville, Washington 98270 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Personal Financial Representative (Personal Banker)
- Lynnwood, WA (18 miles from Monroe, WA)
- 26 days ago
- Lynnwood, WA (18 miles from Monroe, WA)
- 26 days ago
Accurately take consumer lending applications, Review credit reports for concerns and obtains approvals and submit loan documentation....
- Bellevue, WA (23 miles from Monroe, WA)
- 28 days ago
- Bellevue, WA (23 miles from Monroe, WA)
- 28 days ago
Also responsible for uncovering and originating consumer lending opportunities....
Team-Based Financial Advisor - Cascade West Group- Kirkland, WA
- Kirkland, WA (19 miles from Monroe, WA)
- 30+ days ago
- Kirkland, WA (19 miles from Monroe, WA)
- 30+ 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...
- Bellevue, WA (23 miles from Monroe, WA)
- 30+ days ago
- Bellevue, WA (23 miles from Monroe, WA)
- 30+ days ago
Personal Banker Location : Location US-WA-Bellevue Location : Address 200 108th Avenue NE Location : City Bellevue Location : State/Province WA ID 2025-3715 Category Retail Banking Position Type Full...
US Experienced Financial Advisor
- Bellevue, WA (23 miles from Monroe, WA)
- 30+ days ago
- Bellevue, WA (23 miles from Monroe, WA)
- 30+ 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...
Personal Banker - Everett Madison
- Everett, WA (16 miles from Monroe, WA)
- 30+ days ago
- Everett, WA (16 miles from Monroe, WA)
- 30+ days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Senior Personal Banker- $2,000 Sign-On Bonus
- Arlington, WA (21 miles from Monroe, WA)
- 30+ days ago
- Arlington, WA (21 miles from Monroe, WA)
- 30+ days ago
Personal Banker is an essential part of the retail team....
Demographic Data for Monroe, WA
Moving to Monroe, WA? Find some basic demographic data about Monroe, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Monroe, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Monroe, WA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Commercial Banking
- 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
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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