Personal Banker Jobs in Poulsbo, 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.
Personal Financial Representative
- Seattle, WA (16 miles from Poulsbo, WA)
- 12 hours ago
- Seattle, WA (16 miles from Poulsbo, WA)
- 12 hours 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....
- Redmond, WA (23 miles from Poulsbo, WA)
- 1 day ago
- Redmond, WA (23 miles from Poulsbo, 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 Financial Representative / Universal Banker
- Seattle, WA (16 miles from Poulsbo, WA)
- 2 days ago
- Seattle, WA (16 miles from Poulsbo, 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....
- Seattle, WA (16 miles from Poulsbo, WA)
- 6 days ago
- Seattle, WA (16 miles from Poulsbo, WA)
- 6 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 - Edmonds Branch
- Edmonds, WA (11 miles from Poulsbo, WA)
- 6 days ago
- Edmonds, WA (11 miles from Poulsbo, WA)
- 6 days ago
Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending....
- Seattle, WA (16 miles from Poulsbo, WA)
- 6 days ago
- Seattle, WA (16 miles from Poulsbo, WA)
- 6 days 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...
- Tukwila, WA (20 miles from Poulsbo, WA)
- 6 days ago
- Tukwila, WA (20 miles from Poulsbo, WA)
- 6 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 (20 miles from Poulsbo, WA)
- 7 days ago
- Kirkland, WA (20 miles from Poulsbo, 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 (16 miles from Poulsbo, WA)
- 7 days ago
- Seattle, WA (16 miles from Poulsbo, WA)
- 7 days ago
This job posting is anticipated to remain open for 30 days, from 21-Aug-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Kirkland, WA (20 miles from Poulsbo, WA)
- 7 days ago
- Kirkland, WA (20 miles from Poulsbo, WA)
- 7 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....
- Seattle, WA (16 miles from Poulsbo, WA)
- 8 days ago
- Seattle, WA (16 miles from Poulsbo, WA)
- 8 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....
- Redmond, WA (23 miles from Poulsbo, WA)
- 9 days ago
- Redmond, WA (23 miles from Poulsbo, WA)
- 9 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...
Private Client Banker - Murphys Corner - Everett, WA
- Mill Creek, WA (20 miles from Poulsbo, WA)
- 15 days ago
- Mill Creek, WA (20 miles from Poulsbo, WA)
- 15 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker (Bilingual Cantonese Language Preferred)
- Seattle, WA (16 miles from Poulsbo, WA)
- 16 days ago
- Seattle, WA (16 miles from Poulsbo, WA)
- 16 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....
Licensed Private Client Banker
- Seattle, WA (16 miles from Poulsbo, WA)
- 17 days ago
- Seattle, WA (16 miles from Poulsbo, WA)
- 17 days ago
ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending...
Demographic Data for Poulsbo, WA
Moving to Poulsbo, WA? Find some basic demographic data about Poulsbo, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Poulsbo, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Poulsbo, 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
- Retail Banking
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- Customer Relations
- High School Diploma
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- 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 »