Personal Banker Jobs in Washington
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.
Full Time Member Consultant (Personal Banker) West Olympia Branch
- Olympia, WA
- 20 hours ago
- Olympia, WA
- 20 hours ago
Your day might 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...
Conduct client presentations and meetings that effectively communicate the value proposition of our investment strategies, financial planning programs, and our holistic wealth management services....
Personal Banker Location : Location US-WA-Chelan Location : Address 101 E Johnson Ave Location : City Chelan Location : State/Province WA ID 2025-3757 Category Retail Banking Position Type Full Time...
Team-Based Financial Advisor - Cascade West Group- Kirkland, WA
- Kirkland, WA
- 1 day ago
- Kirkland, WA
- 1 day 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 Retail Banking Group Burlington, Washington **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering...
Financial Service Representative (Personal Banker) Clark County
- Vancouver, WA
- 1 day ago
- Vancouver, WA
- 1 day ago
About Columbia Credit Union Columbia CU is a full-service financial institution with $2.3 billion in assets, over 100k members and we pride ourselves in our commitment to Making Life Better in the...
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing...
Full Time Member Consultant (Personal Banker) - Tumwater Town Center Branch
- Tumwater, WA
- 1 day ago
- Tumwater, WA
- 1 day 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...
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Full Time - Mobile Member Consultant (Personal Banker) -King & Snohomish County
- Everett, WA
- 1 day ago
- Everett, WA
- 1 day ago
Your day might include: Flexibility and Ability to travel statewide on short notice Performing all branch and consumer lending, opening new accounts, and providing teller services Traveling to various...
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.** At Edward Jones, we're all about making a difference. In the lives of our clients -...
Washington Trust brings more than 100 years of investment management, estate settlement and trust administrative expertise to individuals, families, companies and organizations throughout the...
Full Time Member Consultant (Personal Banker) - Tumwater Trosper Branch
- Tumwater, WA
- 2 days ago
- Tumwater, WA
- 2 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...
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Location: 353 NE Northgate Way - Seattle, Washington 98125-6020 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Demographic Data for Washington
Moving to Washington? Find some basic demographic data about Washington below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Washington
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Washington 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
- 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
- Treasury
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Listening
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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