Personal Banker Jobs in Sammamish, 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 investment services
- Bellevue, WA (7 miles from Sammamish, WA)
- 7 hours ago
- Bellevue, WA (7 miles from Sammamish, WA)
- 7 hours ago
If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the...
Personal Banker Richmond Beach
- Seattle, WA (13 miles from Sammamish, WA)
- 10 hours ago
- Seattle, WA (13 miles from Sammamish, WA)
- 10 hours 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....
Roving Personal Banker Soundview
- Renton, WA (14 miles from Sammamish, WA)
- 13 hours ago
- Renton, WA (14 miles from Sammamish, WA)
- 13 hours 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....
Personal Banker - Lynnwood Branch
- Lynnwood, WA (16 miles from Sammamish, WA)
- 13 hours ago
- Lynnwood, WA (16 miles from Sammamish, WA)
- 13 hours ago
The Personal Banker position actively participates in sales efforts and campaigns and customer service opportunities....
Personal Financial Representative (Personal Banker)
- Lynnwood, WA (16 miles from Sammamish, WA)
- 2 days ago
- Lynnwood, WA (16 miles from Sammamish, WA)
- 2 days ago
Accurately take consumer lending applications, Review credit reports for concerns and obtains approvals and submit loan documentation....
- Des Moines, WA (18 miles from Sammamish, WA)
- 2 days ago
- Des Moines, WA (18 miles from Sammamish, WA)
- 2 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Bellevue, WA (7 miles from Sammamish, WA)
- 3 days ago
- Bellevue, WA (7 miles from Sammamish, WA)
- 3 days ago
Also responsible for uncovering and originating consumer lending opportunities....
- Seattle, WA (13 miles from Sammamish, WA)
- 6 days ago
- Seattle, WA (13 miles from Sammamish, WA)
- 6 days ago
Conduct client presentations and meetings that effectively communicate the value proposition of our investment strategies, financial planning programs, and our holistic wealth management services....
Team-Based Financial Advisor - Cascade West Group- Kirkland, WA
- Kirkland, WA (7 miles from Sammamish, WA)
- 7 days ago
- Kirkland, WA (7 miles from Sammamish, WA)
- 7 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 (7 miles from Sammamish, WA)
- 7 days ago
- Bellevue, WA (7 miles from Sammamish, WA)
- 7 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...
- Redmond, WA (5 miles from Sammamish, WA)
- 7 days ago
- Redmond, WA (5 miles from Sammamish, WA)
- 7 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Licensed Private Client Banker
- Seattle, WA (13 miles from Sammamish, WA)
- 8 days ago
- Seattle, WA (13 miles from Sammamish, WA)
- 8 days ago
Location: 353 NE Northgate Way - Seattle, Washington 98125-6020 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Financial Advisor - Greater Puget Sound
- Tukwila, WA (13 miles from Sammamish, WA)
- 8 days ago
- Tukwila, WA (13 miles from Sammamish, WA)
- 8 days ago
Financial Advisor - Greater Puget Sound Boeing Employees Credit Union life insurance, paid time off, paid holidays, 401(k), retirement plan 12770 Gateway Drive South (Show on map) Jun 03, 2025 Is...
Personal Financial Representative - WA
- Seattle, WA (13 miles from Sammamish, WA)
- 10 days ago
- Seattle, WA (13 miles from Sammamish, WA)
- 10 days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote Work- Seattle, WA (13 miles from Sammamish, WA)
- 10 days ago
- Seattle, WA (13 miles from Sammamish, WA)
- 10 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....
Demographic Data for Sammamish, WA
Moving to Sammamish, WA? Find some basic demographic data about Sammamish, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Sammamish, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Sammamish, 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
- Certified Financial Planner
- Check Cashing
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Listening
- Retail
- High School Diploma
- Business Development
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- 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 »