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.
Private Client Banker - Twin Lakes Branch - Federal Way, WA
- Federal Way, WA (9 miles from Tacoma, WA)
- 13 hours ago
- Federal Way, WA (9 miles from Tacoma, WA)
- 13 hours ago
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Kent, WA (13 miles from Tacoma, WA)
- 1 day ago
- Kent, WA (13 miles from Tacoma, WA)
- 1 day ago
Personal Banker Retail Banking Group Kent,Washington Description About Us: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where...
- McChord AFB, WA (8 miles from Tacoma, WA)
- 3 days ago
- McChord AFB, WA (8 miles from Tacoma, WA)
- 3 days ago
Physical Requirements The work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday....
Financial Advisor Financial Advisor
- Port Orchard, WA (21 miles from Tacoma, WA)
- 7 days ago
- Port Orchard, WA (21 miles from Tacoma, WA)
- 7 days ago
Financial Advisor Edward Jones 3.8 ( ) Port Orchard, WA Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender...
- Fife, WA (4 miles from Tacoma, WA)
- 18 days ago
- Fife, WA (4 miles from Tacoma, WA)
- 18 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Licensed Private Client Banker
- Lakewood, WA (3 miles from Tacoma, WA)
- 22 days ago
- Lakewood, WA (3 miles from Tacoma, WA)
- 22 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...
- Puyallup, WA (6 miles from Tacoma, WA)
- 22 days ago
- Puyallup, WA (6 miles from Tacoma, WA)
- 22 days ago
A Personal Banker effectively builds trust with members and internal staff by embodying and demonstrating the Core Values of the organization....
Part Time - Member Consultant (Personal Banker)Tacoma James Branch
- Tacoma, WA
- 30+ days ago
- Tacoma, WA
- 30+ days ago
Part Time - Member Consultant (Personal Banker) -Tacoma James Branch WSECU - Tacoma, WA Posted: 7/15/2025 - Expires: 10/13/2025 Job ID: 291673627 Apply Now I have already applied Save Job Print Email...
- Kent, WA (13 miles from Tacoma, WA)
- 30+ days ago
- Kent, WA (13 miles from Tacoma, WA)
- 30+ days ago
This job posting is anticipated to remain open for 30 days, from 06-Aug-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
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 (9 miles from Tacoma, WA)
- 45+ days ago
- Federal Way, WA (9 miles from Tacoma, WA)
- 45+ days ago
Area: Retail Banking (Sales)...
Financial Advisor- Team Sponsored Launch- Harbor Financial Group- Gig Harbor, WA
- Gig Harbor, WA (15 miles from Tacoma, WA)
- 60+ days ago
- Gig Harbor, WA (15 miles from Tacoma, WA)
- 60+ 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...
Personal Banker - Puyallup Branch
- Puyallup, WA (6 miles from Tacoma, WA)
- 90+ days ago
- Puyallup, WA (6 miles from Tacoma, WA)
- 90+ days ago
The Personal Banker position actively participates in sales efforts and campaigns and customer service opportunities....
Financial Advisor - Tacoma / Silverdale / Port Angeles and Surrounding areas
- Tacoma, WA
- 90+ days ago
- Tacoma, 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 (9 miles from Tacoma, WA)
- 90+ days ago
- Federal Way, WA (9 miles from Tacoma, 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...
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
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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