Personal Banker Jobs in Mukilteo, 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.
Financial Advisor - Career Change Opportunity
- Silverdale, WA (23 miles from Mukilteo, WA)
- 7 days ago
- Silverdale, WA (23 miles from Mukilteo, WA)
- 7 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker South Lake Union
- Seattle, WA (20 miles from Mukilteo, WA)
- 1 day ago
- Seattle, WA (20 miles from Mukilteo, 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....
- Everett, WA (7 miles from Mukilteo, WA)
- 2 days ago
- Everett, WA (7 miles from Mukilteo, WA)
- 2 days 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...
- Silverdale, WA (23 miles from Mukilteo, WA)
- 6 days ago
- Silverdale, WA (23 miles from Mukilteo, WA)
- 6 days ago
This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Woodinville, WA (12 miles from Mukilteo, WA)
- 7 days ago
- Woodinville, WA (12 miles from Mukilteo, 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....
2026 January Financial Advisor Development Program - Seattle
- Seattle, WA (20 miles from Mukilteo, WA)
- 7 days ago
- Seattle, WA (20 miles from Mukilteo, WA)
- 7 days ago
A background in business administration, wealth management, financial planning, or finance is preferred....
Personal Banker I - Eastgate FC
- Bellevue, WA (20 miles from Mukilteo, WA)
- 21 days ago
- Bellevue, WA (20 miles from Mukilteo, WA)
- 21 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...
Client Relationship Manager-Retirement
- Seattle, WA (20 miles from Mukilteo, WA)
- 22 days ago
- Seattle, WA (20 miles from Mukilteo, WA)
- 22 days ago
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
Remote WorkLicensed Private Client Banker
- Silverdale, WA (23 miles from Mukilteo, WA)
- 22 days ago
- Silverdale, WA (23 miles from Mukilteo, WA)
- 22 days ago
Location: 9338 Silverdale Way NW - Silverdale, Washington 98383-8304 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The...
- Woodinville, WA (12 miles from Mukilteo, WA)
- 23 days ago
- Woodinville, WA (12 miles from Mukilteo, 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....
Personal Banker - Lynnwood Branch
- Lynnwood, WA (7 miles from Mukilteo, WA)
- 27 days ago
- Lynnwood, WA (7 miles from Mukilteo, WA)
- 27 days ago
The Personal Banker position actively participates in sales efforts and campaigns and customer service opportunities....
Personal Financial Representative (Personal Banker)
- Lynnwood, WA (7 miles from Mukilteo, WA)
- 28 days ago
- Lynnwood, WA (7 miles from Mukilteo, WA)
- 28 days ago
Accurately take consumer lending applications, Review credit reports for concerns and obtains approvals and submit loan documentation....
- Bellevue, WA (20 miles from Mukilteo, WA)
- 30+ days ago
- Bellevue, WA (20 miles from Mukilteo, WA)
- 30+ days ago
Personal Banker Retail Banking Group Bellevue, Washington **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a...
Team-Based Financial Advisor - Cascade West Group- Kirkland, WA
- Kirkland, WA (17 miles from Mukilteo, WA)
- 30+ days ago
- Kirkland, WA (17 miles from Mukilteo, 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 (20 miles from Mukilteo, WA)
- 30+ days ago
- Bellevue, WA (20 miles from Mukilteo, 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...
Demographic Data for Mukilteo, WA
Moving to Mukilteo, WA? Find some basic demographic data about Mukilteo, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Mukilteo, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Mukilteo, 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
- 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
- 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
- Relationship Management
- Inbound/Outbound Calling
- Math
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- 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 »