Personal Banker Jobs in Olympia, 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.
Full Time Member Consultant (Personal Banker) Tumwater Town Center Branch
- Tumwater, WA
- 17 hours ago
- Tumwater, WA
- 17 hours ago
Full Time Member Consultant (Personal Banker) - Tumwater Town Center Branch 4.2 4.2 out of 5 stars 100 71st Avenue SW, Tumwater, WA 98501 Member Consultants are the heart and soul of WSECU....
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote WorkMortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
Part Time - Member Consultant (Personal Banker) - Thurston County Branches
- Olympia, WA
- 23 days ago
- Olympia, WA
- 23 days ago
Part Time - Member Consultant (Personal Banker) - Thurston County Branches 4.2 4.2 out of 5 stars Olympia, WA Member Consultants are the heart and soul of WSECU....
Part Time - Member Consultant (Personal Banker) - Lacey Branch
- Lacey, WA (4 miles from Olympia, WA)
- 28 days ago
- Lacey, WA (4 miles from Olympia, WA)
- 28 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...
- Dupont, WA (12 miles from Olympia, WA)
- 30+ days ago
- Dupont, WA (12 miles from Olympia, WA)
- 30+ days ago
This job posting is anticipated to remain open for 30 days, from 31-Mar-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Full Time Member Consultant (Personal Banker) Lakewood Branch
- Lakewood, WA (24 miles from Olympia, WA)
- 45+ days ago
- Lakewood, WA (24 miles from Olympia, WA)
- 45+ days ago
Full Time Member Consultant (Personal Banker) Lakewood Branch 4.2 4.2 out of 5 stars 9540 Bridgeport Way SW, Lakewood, WA 98499 Member Consultants are the heart and soul of WSECU....
Location: 5400 Capitol Boulevard SE - Tumwater, Washington 98501-4400 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The...
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and...
- Dupont, WA (12 miles from Olympia, WA)
- 90+ days ago
- Dupont, WA (12 miles from Olympia, WA)
- 90+ days ago
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
Demographic Data for Olympia, WA
Moving to Olympia, WA? Find some basic demographic data about Olympia, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Olympia, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Olympia, 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
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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