Personal Banker Jobs in Suquamish, 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.
- Seattle, WA (13 miles from Suquamish, WA)
- 9 hours ago
- Seattle, WA (13 miles from Suquamish, WA)
- 9 hours 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....
Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA
- Bellevue, WA (18 miles from Suquamish, WA)
- 1 day ago
- Bellevue, WA (18 miles from Suquamish, WA)
- 1 day 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...
- Mercer Island, WA (19 miles from Suquamish, WA)
- 1 day ago
- Mercer Island, WA (19 miles from Suquamish, WA)
- 1 day ago
Personal Banker Retail Banking Group Mercer Island, Washington **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering...
- Bainbridge Island, WA (5 miles from Suquamish, WA)
- 2 days ago
- Bainbridge Island, WA (5 miles from Suquamish, WA)
- 2 days ago
WHAT YOU'LL DO : Exceptional Member Experience and Sales Consultation: Utilize product knowledge to provide excellent customer service and sales, including areas of business services, consumer lending...
- Seattle, WA (13 miles from Suquamish, WA)
- 2 days ago
- Seattle, WA (13 miles from Suquamish, WA)
- 2 days ago
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...
- Seattle, WA (13 miles from Suquamish, WA)
- 2 days ago
- Seattle, WA (13 miles from Suquamish, WA)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 16-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Customer Relationship Manager - Federal Way
- Seattle, WA (13 miles from Suquamish, WA)
- 4 days ago
- Seattle, WA (13 miles from Suquamish, WA)
- 4 days ago
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...
- Everett, WA (24 miles from Suquamish, WA)
- 11 days ago
- Everett, WA (24 miles from Suquamish, WA)
- 11 days ago
This is a Hybrid opportunity located at our office in Everett, WA. Now is your chance to join an organization that drives change. Were a company thats consistently on top employer lists. Why join...
2026 January Financial Advisor Development Program - Seattle
- Seattle, WA (13 miles from Suquamish, WA)
- 17 days ago
- Seattle, WA (13 miles from Suquamish, WA)
- 17 days ago
A background in business administration, wealth management, financial planning, or finance is preferred....
Personal Banker I - Eastgate FC
- Bellevue, WA (18 miles from Suquamish, WA)
- 30+ days ago
- Bellevue, WA (18 miles from Suquamish, WA)
- 30+ days ago
GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers...
Client Relationship Manager-Retirement
- Seattle, WA (13 miles from Suquamish, WA)
- 30+ days ago
- Seattle, WA (13 miles from Suquamish, WA)
- 30+ days ago
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
Remote WorkLicensed Private Client Banker
- Silverdale, WA (7 miles from Suquamish, WA)
- 30+ days ago
- Silverdale, WA (7 miles from Suquamish, WA)
- 30+ days 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...
- Woodinville, WA (20 miles from Suquamish, WA)
- 30+ days ago
- Woodinville, WA (20 miles from Suquamish, WA)
- 30+ 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....
Personal Banker - Lynnwood Branch
- Lynnwood, WA (13 miles from Suquamish, WA)
- 30+ days ago
- Lynnwood, WA (13 miles from Suquamish, WA)
- 30+ days ago
The Personal Banker position actively participates in sales efforts and campaigns and customer service opportunities....
Personal Financial Representative (Personal Banker)
- Lynnwood, WA (13 miles from Suquamish, WA)
- 30+ days ago
- Lynnwood, WA (13 miles from Suquamish, WA)
- 30+ days ago
Accurately take consumer lending applications, Review credit reports for concerns and obtains approvals and submit loan documentation....
Demographic Data for Suquamish, WA
Moving to Suquamish, WA? Find some basic demographic data about Suquamish, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Suquamish, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Suquamish, 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
- Retirement Planning
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Lending
- Account Opening
- Consumer Lending
- 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
- Relationship Management
- Inbound/Outbound Calling
- Closing
- Retail
- Listening
- Business Development
- Math
- Customer Relations
- High School Diploma
- Written Communication
- Telephone Skills
- Reporting
- Policy Development
- Coaching
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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