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.
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote WorkPrivate Client Banker Liberty Lake, Liberty Lake, WA
- Liberty Lake, WA
- 1 day ago
- Liberty Lake, WA
- 1 day 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...
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....
About The Role Our growing financial institution is seeking a Personal Banker to be an integral part of our Wenatchee Branch....
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Investment Counselor (Financial Advisor Alternative)
- Ridgefield, WA
- 2 days ago
- Ridgefield, WA
- 2 days ago
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our...
Full Time Member Consultant (Personal Banker) Lakewood Branch
- Lakewood, WA
- 3 days ago
- Lakewood, WA
- 3 days ago
Full Time Member Consultant (Personal Banker) Lakewood Branch Washington State Employees Credit Union life insurance, paid holidays, sick time, long term disability, tuition assistance, 401(k) United...
Full Time Member Consultant (Personal Banker) Tumwater Trosper Branch
- Tumwater, WA
- 4 days ago
- Tumwater, WA
- 4 days ago
Full Time Member Consultant (Personal Banker) - Tumwater Trosper Branch 4.2 4.2 out of 5 stars 575 Trosper Road SW, Tumwater, WA 98512 Member Consultants are the heart and soul of WSECU....
Meaningful work. Rewarding career. Make an impact working as part of a team providing financial advice with heart. Youll learn the business surrounded by experienced financial advisors and other...
MSA, or PFR Assist non-members with establishing membership Accurately take consumer lending applications, review credit reports, submit loan documentation, and close loans Discusses IRAs and HSAs with...
Accurately take consumer lending applications, Review credit reports for concerns and obtains approvals and submit loan documentation....
Location: 10439 Gravelly Lake Drive SW - Lakewood, Washington 98499-5050 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The...
A Personal Banker effectively builds trust with members and internal staff by embodying and demonstrating the Core Values of the organization....
Financial Advisor - Portland, OR / Vancouver, WA and surrounding areas
- Vancouver, WA
- 8 days ago
- Vancouver, WA
- 8 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...
Financial Advisor - Tacoma / Silverdale / Port Angeles and Surrounding areas
- Silverdale, WA
- 8 days ago
- Silverdale, WA
- 8 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...
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
- Business Planning
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Lending
- Consumer Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- 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
- Inbound/Outbound Calling
- Closing
- Relationship Management
- Listening
- Retail
- Business Development
- Math
- Customer Relations
- High School Diploma
- Written Communication
- Telephone Skills
- Interpersonal Skills
- Reporting
- Policy Development
- Coaching
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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