Personal Banker Jobs in Spanaway, 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.
- Tacoma, WA (13 miles from Spanaway, WA)
- 1 day ago
- Tacoma, WA (13 miles from Spanaway, WA)
- 1 day ago
Management Maintain awareness of financial news via company-approved online sites, meetings and various news media to support and advance professional development toward becoming a RBC Financial Advisor...
- Bonney Lake, WA (12 miles from Spanaway, WA)
- 2 days ago
- Bonney Lake, WA (12 miles from Spanaway, WA)
- 2 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Lacey, WA (19 miles from Spanaway, WA)
- 4 days ago
- Lacey, WA (19 miles from Spanaway, WA)
- 4 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....
- Tacoma, WA (13 miles from Spanaway, WA)
- 6 days ago
- Tacoma, WA (13 miles from Spanaway, 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....
- Tacoma, WA (13 miles from Spanaway, WA)
- 12 days ago
- Tacoma, WA (13 miles from Spanaway, WA)
- 12 days ago
For over 78 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the...
Personal Banker, Retail Banking (Federal Way, WA)
- Federal Way, WA (18 miles from Spanaway, WA)
- 15 days ago
- Federal Way, WA (18 miles from Spanaway, WA)
- 15 days ago
Area: Retail Banking (Sales)...
- Auburn, WA (18 miles from Spanaway, WA)
- 17 days ago
- Auburn, WA (18 miles from Spanaway, WA)
- 17 days ago
Also responsible for uncovering and originating consumer lending opportunities....
- Kent, WA (23 miles from Spanaway, WA)
- 24 days ago
- Kent, WA (23 miles from Spanaway, WA)
- 24 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Full Time Member Consultant (Personal Banker) West Olympia Branch
- Olympia, WA (23 miles from Spanaway, WA)
- 27 days ago
- Olympia, WA (23 miles from Spanaway, WA)
- 27 days ago
Your day might include: Performing all branch functions including consumer lending, opening new accounts, and providing teller services Striving for and hitting your sales and service goals, while keeping...
Full Time Member Consultant (Personal Banker) - Tumwater Town Center Branch
- Tumwater, WA (23 miles from Spanaway, WA)
- 28 days ago
- Tumwater, WA (23 miles from Spanaway, WA)
- 28 days ago
Your day may include: Performing all branch functions including consumer lending, opening new accounts, and providing teller services Striving for and hitting your sales and service goals, while keeping...
Full Time Member Consultant (Personal Banker) - Tumwater Trosper Branch
- Tumwater, WA (23 miles from Spanaway, WA)
- 28 days ago
- Tumwater, WA (23 miles from Spanaway, WA)
- 28 days ago
Your day may include: Performing all branch functions including consumer lending, opening new accounts, and providing teller services Striving for and hitting your sales and service goals, while keeping...
US Experienced Financial Advisor
- Olympia, WA (23 miles from Spanaway, WA)
- 30+ days ago
- Olympia, WA (23 miles from Spanaway, WA)
- 30+ 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...
Part Time - Member Consultant (Personal Banker) Federal Way Branch
- Federal Way, WA (18 miles from Spanaway, WA)
- 30+ days ago
- Federal Way, WA (18 miles from Spanaway, WA)
- 30+ days ago
Your day may include: Performing all branch functions including consumer lending, opening new accounts, and providing teller services Striving for and hitting your sales and service goals, while keeping...
Full Time Member Consultant (Personal Banker)- Martin Way Branch
- Olympia, WA (23 miles from Spanaway, WA)
- 30+ days ago
- Olympia, WA (23 miles from Spanaway, WA)
- 30+ days ago
Full Time Member Consultant (Personal Banker)- Martin Way Branch WSECU - Olympia, WA Posted: 5/26/2025 - Expires: 8/24/2025 Job ID: 289527491 Apply Now I have already applied Save Job Print Email Share...
Licensed Private Client Banker
- Tumwater, WA (23 miles from Spanaway, WA)
- 30+ days ago
- Tumwater, WA (23 miles from Spanaway, WA)
- 30+ days ago
Licensed Private Client Banker KeyBank - Tumwater, WA Posted: 5/24/2025 - Expires: 8/22/2025 Job ID: 289450892 Apply Now I have already applied Save Job Print Email Share Job Description Location:...
Demographic Data for Spanaway, WA
Moving to Spanaway, WA? Find some basic demographic data about Spanaway, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Spanaway, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Spanaway, 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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