Personal Banker Jobs in Sumner, 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 (10 miles from Sumner, WA)
- 1 day ago
- Tacoma, WA (10 miles from Sumner, 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....
- Tacoma, WA (10 miles from Sumner, WA)
- 7 days ago
- Tacoma, WA (10 miles from Sumner, WA)
- 7 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...
- Maple Valley, WA (17 miles from Sumner, WA)
- 8 days ago
- Maple Valley, WA (17 miles from Sumner, WA)
- 8 days ago
You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management...
Personal Banker, Retail Banking (Federal Way, WA)
- Federal Way, WA (7 miles from Sumner, WA)
- 10 days ago
- Federal Way, WA (7 miles from Sumner, WA)
- 10 days ago
Area: Retail Banking (Sales)...
Personal Banker Renton Village
- Renton, WA (17 miles from Sumner, WA)
- 10 days ago
- Renton, WA (17 miles from Sumner, 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....
- Auburn, WA (7 miles from Sumner, WA)
- 12 days ago
- Auburn, WA (7 miles from Sumner, WA)
- 12 days ago
Also responsible for uncovering and originating consumer lending opportunities....
- Des Moines, WA (17 miles from Sumner, WA)
- 18 days ago
- Des Moines, WA (17 miles from Sumner, WA)
- 18 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Tacoma, WA (10 miles from Sumner, WA)
- 23 days ago
- Tacoma, WA (10 miles from Sumner, WA)
- 23 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Part Time - Member Consultant (Personal Banker) Federal Way Branch
- Federal Way, WA (7 miles from Sumner, WA)
- 29 days ago
- Federal Way, WA (7 miles from Sumner, WA)
- 29 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...
Licensed Private Client Banker
- Tacoma, WA (10 miles from Sumner, WA)
- 45+ days ago
- Tacoma, WA (10 miles from Sumner, WA)
- 45+ days ago
Location: 13802 Pacific Avenue - Tacoma, Washington 98444-4635 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Personal Banker - Puyallup Branch
- Puyallup, WA (4 miles from Sumner, WA)
- 60+ days ago
- Puyallup, WA (4 miles from Sumner, WA)
- 60+ days ago
The Personal Banker position actively participates in sales efforts and campaigns and customer service opportunities....
- Kent, WA (11 miles from Sumner, WA)
- 60+ days ago
- Kent, WA (11 miles from Sumner, WA)
- 60+ 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
- Tacoma, WA (10 miles from Sumner, WA)
- 90+ days ago
- Tacoma, WA (10 miles from Sumner, WA)
- 90+ 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 Sumner, WA)
- 90+ days ago
- Federal Way, WA (7 miles from Sumner, WA)
- 90+ 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...
Financial Advisor - Tacoma, WA
- Tacoma, WA (10 miles from Sumner, WA)
- 90+ days ago
- Tacoma, WA (10 miles from Sumner, 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...
Demographic Data for Sumner, WA
Moving to Sumner, WA? Find some basic demographic data about Sumner, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Sumner, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Sumner, 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
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- 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 »