Personal Banker Jobs in Puyallup, 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 Banker Renton Village
- Renton, WA (18 miles from Puyallup, WA)
- 1 day ago
- Renton, WA (18 miles from Puyallup, 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....
- Des Moines, WA (16 miles from Puyallup, WA)
- 2 days ago
- Des Moines, WA (16 miles from Puyallup, WA)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 22-Apr-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
Part Time - Member Consultant (Personal Banker) Puyallup Branch
- Puyallup, WA
- 3 days ago
- Puyallup, WA
- 3 days ago
Part Time - Member Consultant (Personal Banker) Puyallup Branch WSECU - 4.2 Puyallup, WA Job Details Part-time $23.29 - $34.94 an hour 17 hours ago Benefits Paid holidays Disability insurance Health...
Roving Personal Banker Soundview District
- Kent, WA (12 miles from Puyallup, WA)
- 6 days ago
- Kent, WA (12 miles from Puyallup, WA)
- 6 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Kent, WA (12 miles from Puyallup, WA)
- 6 days ago
- Kent, WA (12 miles from Puyallup, 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....
Financial Advisor - Career Change Opportunity
- Tacoma, WA (6 miles from Puyallup, WA)
- 7 days ago
- Tacoma, WA (6 miles from Puyallup, WA)
- 7 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 08-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker Puyallup South Hill
- South Hill, WA (4 miles from Puyallup, WA)
- 7 days ago
- South Hill, WA (4 miles from Puyallup, 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....
Also responsible for uncovering and originating consumer lending opportunities....
Roving Personal Banker Southwest Washington
- Tacoma, WA (6 miles from Puyallup, WA)
- 22 days ago
- Tacoma, WA (6 miles from Puyallup, WA)
- 22 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Dupont, WA (17 miles from Puyallup, WA)
- 29 days ago
- Dupont, WA (17 miles from Puyallup, WA)
- 29 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...
Financial Advisor - Tacoma / Silverdale / Port Angeles and Surrounding areas
- Tacoma, WA (6 miles from Puyallup, WA)
- 30+ days ago
- Tacoma, WA (6 miles from Puyallup, 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...
Client Relationship Manager - Seattle
- Federal Way, WA (7 miles from Puyallup, WA)
- 30+ days ago
- Federal Way, WA (7 miles from Puyallup, WA)
- 30+ days ago
FusionTek is a Managed Service Provider with offices in Kirkland, WA, Federal Way, WA, Washington, DC, and Tampa, FL. We're a tight-knit team of friendly, intelligent people focused on IT...
Full Time Member Consultant (Personal Banker) Lakewood Branch
- Lakewood, WA (6 miles from Puyallup, WA)
- 30+ days ago
- Lakewood, WA (6 miles from Puyallup, WA)
- 30+ 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....
Financial Advisor - Tacoma, WA
- Tacoma, WA (6 miles from Puyallup, WA)
- 90+ days ago
- Tacoma, WA (6 miles from Puyallup, WA)
- 90+ days ago
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 (17 miles from Puyallup, WA)
- 90+ days ago
- Dupont, WA (17 miles from Puyallup, 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 Puyallup, WA
Moving to Puyallup, WA? Find some basic demographic data about Puyallup, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Puyallup, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Puyallup, 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
- Wealth Management
- Financial Services
- 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
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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