Personal Banker Jobs in Tacoma, 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.
Personal Banker Renton Village
- Renton, WA (17 miles from Tacoma, WA)
- 3 days ago
- Renton, WA (17 miles from Tacoma, WA)
- 3 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....
Part Time - Member Consultant (Personal Banker) Pierce County Branches
- Lakewood, WA (3 miles from Tacoma, WA)
- 5 days ago
- Lakewood, WA (3 miles from Tacoma, WA)
- 5 days ago
Part Time - Member Consultant (Personal Banker) Pierce County Branches WSECU - 4.2 Lakewood, WA Job Details Part-time $23.29 - $34.94 an hour 15 hours ago Benefits Paid holidays Disability insurance...
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....
Private Client Banker, Federal Way, Federal Way, WA
- Federal Way, WA (9 miles from Tacoma, WA)
- 6 days ago
- Federal Way, WA (9 miles from Tacoma, WA)
- 6 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
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- Spanaway, WA (13 miles from Tacoma, WA)
- 10 days ago
- Spanaway, WA (13 miles from Tacoma, WA)
- 10 days ago
Also responsible for uncovering and originating consumer lending opportunities....
- South Hill, WA (9 miles from Tacoma, WA)
- 11 days ago
- South Hill, WA (9 miles from Tacoma, WA)
- 11 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Personal Banker - Puyallup Branch
- Puyallup, WA (6 miles from Tacoma, WA)
- 12 days ago
- Puyallup, WA (6 miles from Tacoma, WA)
- 12 days ago
The Personal Banker position actively participates in sales efforts and campaigns and customer service opportunities....
Private Client Banker - Burien Branch - Burien, WA
- Burien, WA (17 miles from Tacoma, WA)
- 15 days ago
- Burien, WA (17 miles from Tacoma, WA)
- 15 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
- Kent, WA (13 miles from Tacoma, WA)
- 18 days ago
- Kent, WA (13 miles from Tacoma, WA)
- 18 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....
Part Time - Member Consultant (Personal Banker) Puyallup Branch
- Puyallup, WA (6 miles from Tacoma, WA)
- 21 days ago
- Puyallup, WA (6 miles from Tacoma, WA)
- 21 days ago
Part Time - Member Consultant (Personal Banker) Puyallup Branch WSECU - 4.2 Puyallup, WA Job Details Part-time $23.29 - $34.94 an hour 17 hours ago Benefits Paid holidays Disability insurance Health...
Part Time - Member Consultant (Personal Banker) - Lacey Branch
- Lacey, WA (22 miles from Tacoma, WA)
- 45+ days ago
- Lacey, WA (22 miles from Tacoma, WA)
- 45+ 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...
Financial Advisor - Tacoma / Silverdale / Port Angeles and Surrounding areas
- Tacoma, WA
- 45+ days ago
- Tacoma, WA
- 45+ 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 (9 miles from Tacoma, WA)
- 45+ days ago
- Federal Way, WA (9 miles from Tacoma, WA)
- 45+ 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...
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...
- Dupont, WA (15 miles from Tacoma, WA)
- 90+ days ago
- Dupont, WA (15 miles from Tacoma, WA)
- 90+ days ago
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
Demographic Data for Tacoma, WA
Moving to Tacoma, WA? Find some basic demographic data about Tacoma, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Tacoma, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Tacoma, WA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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