Personal Banker Jobs in Snohomish, 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.
Team-Based Financial Advisor - Cascade West Group- Kirkland, WA
- Kirkland, WA (20 miles from Snohomish, WA)
- 2 days ago
- Kirkland, WA (20 miles from Snohomish, WA)
- 2 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 (24 miles from Snohomish, WA)
- 2 days ago
- Bellevue, WA (24 miles from Snohomish, WA)
- 2 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...
Financial Advisor Associate - R25_0000001563
- Bellevue, WA (24 miles from Snohomish, WA)
- 2 days ago
- Bellevue, WA (24 miles from Snohomish, WA)
- 2 days ago
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing...
- Redmond, WA (18 miles from Snohomish, WA)
- 2 days ago
- Redmond, WA (18 miles from Snohomish, WA)
- 2 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Full Time - Mobile Member Consultant (Personal Banker) -King & Snohomish County
- Everett, WA (9 miles from Snohomish, WA)
- 2 days ago
- Everett, WA (9 miles from Snohomish, WA)
- 2 days ago
Your day might include: Flexibility and Ability to travel statewide on short notice Performing all branch and consumer lending, opening new accounts, and providing teller services Traveling to various...
Licensed Private Client Banker
- Monroe, WA (7 miles from Snohomish, WA)
- 3 days ago
- Monroe, WA (7 miles from Snohomish, WA)
- 3 days ago
Location: 214 E Main - Monroe, Washington 98272 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker...
US Experienced Financial Advisor
- Bellevue, WA (24 miles from Snohomish, WA)
- 4 days ago
- Bellevue, WA (24 miles from Snohomish, WA)
- 4 days ago
We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business...
Financial Advisor - Boeing Employee Credit Union
- Redmond, WA (18 miles from Snohomish, WA)
- 5 days ago
- Redmond, WA (18 miles from Snohomish, WA)
- 5 days ago
Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at...
Personal Financial Representative (Personal Banker)
- Lake Stevens, WA (7 miles from Snohomish, WA)
- 5 days ago
- Lake Stevens, WA (7 miles from Snohomish, WA)
- 5 days ago
Accurately take consumer lending applications, Review credit reports for concerns and obtains approvals and submit loan documentation....
Personal Banker - Everett Madison
- Everett, WA (9 miles from Snohomish, WA)
- 9 days ago
- Everett, WA (9 miles from Snohomish, WA)
- 9 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Senior Personal Banker- $2,000 Sign-On Bonus
- Arlington, WA (16 miles from Snohomish, WA)
- 9 days ago
- Arlington, WA (16 miles from Snohomish, WA)
- 9 days ago
Personal Banker is an essential part of the retail team....
- Bothell, WA (15 miles from Snohomish, WA)
- 12 days ago
- Bothell, WA (15 miles from Snohomish, WA)
- 12 days ago
Location: Bothell, US-WA Rate: Not Specified Type: Permanent Client Relationship Manager Title: Client Relationship Manager Department: Client Services Bargaining Unit: NBU Grade: N/A FLSA: Exempt...
Merrill Experienced Financial Advisor
- Bellevue, WA (24 miles from Snohomish, WA)
- 14 days ago
- Bellevue, WA (24 miles from Snohomish, WA)
- 14 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Financial Advisor - R25_0000000070
- Bellevue, WA (24 miles from Snohomish, WA)
- 15 days ago
- Bellevue, WA (24 miles from Snohomish, WA)
- 15 days ago
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal...
Lead Financial Advisor - EA Buck - Bellevue, WA
- Bellevue, WA (24 miles from Snohomish, WA)
- 16 days ago
- Bellevue, WA (24 miles from Snohomish, WA)
- 16 days ago
Lead Financial Advisor Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients,...
Demographic Data for Snohomish, WA
Moving to Snohomish, WA? Find some basic demographic data about Snohomish, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Snohomish, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Snohomish, WA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- 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
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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