Personal Banker Jobs in Seattle, 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.
Licensed Private Client Banker
- Bellevue, WA (5 miles from Seattle, WA)
- 12 hours ago
- Bellevue, WA (5 miles from Seattle, WA)
- 12 hours 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...
- Kent, WA (18 miles from Seattle, WA)
- 1 day ago
- Kent, WA (18 miles from Seattle, WA)
- 1 day ago
Personal Banker Retail Banking Group Kent,Washington Description About Us: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where...
Private Client Banker - Murphys Corner - Everett, WA
- Mill Creek, WA (17 miles from Seattle, WA)
- 1 day ago
- Mill Creek, WA (17 miles from Seattle, WA)
- 1 day 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
- 3 days ago
- Seattle, WA
- 3 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....
Financial Advisor Financial Advisor
- Redmond, WA (10 miles from Seattle, WA)
- 6 days ago
- Redmond, WA (10 miles from Seattle, WA)
- 6 days ago
Financial Advisor Edward Jones 3.8 ( ) Redmond, WA Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
- Bellevue, WA (5 miles from Seattle, WA)
- 10 days ago
- Bellevue, WA (5 miles from Seattle, WA)
- 10 days ago
Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants...
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- Lynnwood, WA (13 miles from Seattle, WA)
- 17 days ago
- Lynnwood, WA (13 miles from Seattle, WA)
- 17 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....
Financial Advisor - Tacoma / Silverdale / Port Angeles and Surrounding areas
- Silverdale, WA (19 miles from Seattle, WA)
- 23 days ago
- Silverdale, WA (19 miles from Seattle, WA)
- 23 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...
Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA
- Bellevue, WA (5 miles from Seattle, WA)
- 26 days ago
- Bellevue, WA (5 miles from Seattle, WA)
- 26 days ago
About Ascend National Wealth Advisors: At Ascend National Wealth Advisors, we offer personalized financial strategies designed to reflect your unique values and grow with you over time. We begin...
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Client Relationship Manager - Seattle
- Issaquah, WA (17 miles from Seattle, WA)
- 28 days ago
- Issaquah, WA (17 miles from Seattle, WA)
- 28 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...
Job description About Credit Corp Solutions Credit Corp Group is not your average debt collection agency. With over 2,000 employees across Australia, the USA, and the Philippines, we offer a...
- Kent, WA (18 miles from Seattle, WA)
- 30+ days ago
- Kent, WA (18 miles from Seattle, WA)
- 30+ days ago
This job posting is anticipated to remain open for 30 days, from 06-Aug-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
2026 January Financial Advisor Development Program - Seattle
- Seattle, WA
- 30+ days ago
- Seattle, WA
- 30+ days ago
Your role Interested in working in financial services, specifically as a financial advisor serving clients, but not sure where to start? Do you want to work for a firm with a truly global...
Demographic Data for Seattle, WA
Moving to Seattle, WA? Find some basic demographic data about Seattle, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Seattle, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Seattle, 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
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- 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 »