Personal Banker Jobs in University Place, 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.
Financial Advisor - Career Change Opportunity
- Maple Valley, WA (22 miles from University Place, WA)
- 9 hours ago
- Maple Valley, WA (22 miles from University Place, WA)
- 9 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 24-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Auburn, WA (9 miles from University Place, WA)
- 12 hours ago
- Auburn, WA (9 miles from University Place, WA)
- 12 hours ago
This job posting is anticipated to remain open for 30 days, from 24-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Kent, WA (13 miles from University Place, WA)
- 1 day ago
- Kent, WA (13 miles from University Place, WA)
- 1 day 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 Renton Village
- Renton, WA (17 miles from University Place, WA)
- 2 days ago
- Renton, WA (17 miles from University Place, WA)
- 2 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....
- Des Moines, WA (14 miles from University Place, WA)
- 4 days ago
- Des Moines, WA (14 miles from University Place, WA)
- 4 days ago
This job posting is anticipated to remain open for 30 days, from 22-Apr-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
Part Time - Member Consultant (Personal Banker) Puyallup Branch
- Puyallup, WA (6 miles from University Place, WA)
- 4 days ago
- Puyallup, WA (6 miles from University Place, WA)
- 4 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...
Licensed Private Client Banker
- Mercer Island, WA (23 miles from University Place, WA)
- 4 days ago
- Mercer Island, WA (23 miles from University Place, WA)
- 4 days ago
Location: 2731 77th Avenue SE - Mercer Island, Washington 98040-2800 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The...
- Kent, WA (13 miles from University Place, WA)
- 7 days ago
- Kent, WA (13 miles from University Place, WA)
- 7 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....
- Puyallup, WA (6 miles from University Place, WA)
- 17 days ago
- Puyallup, WA (6 miles from University Place, WA)
- 17 days ago
Also responsible for uncovering and originating consumer lending opportunities....
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Part Time - Member Consultant (Personal Banker) - Lacey Branch
- Lacey, WA (22 miles from University Place, WA)
- 29 days ago
- Lacey, WA (22 miles from University Place, 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...
Financial Advisor - Tacoma / Silverdale / Port Angeles and Surrounding areas
- Tacoma, WA
- 30+ days ago
- Tacoma, WA
- 30+ 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 University Place, WA)
- 30+ days ago
- Federal Way, WA (9 miles from University Place, WA)
- 30+ 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...
Full Time Member Consultant (Personal Banker) Lakewood Branch
- Lakewood, WA (3 miles from University Place, WA)
- 45+ days ago
- Lakewood, WA (3 miles from University Place, WA)
- 45+ days ago
Full Time Member Consultant (Personal Banker) Lakewood Branch 4.2 4.2 out of 5 stars 9540 Bridgeport Way SW, Lakewood, WA 98499 Member Consultants are the heart and soul of WSECU....
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 University Place, WA
Moving to University Place, WA? Find some basic demographic data about University Place, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in University Place, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in University Place, 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
- Mortgage Lending
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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