Personal Banker Jobs in Des Moines, 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
- Puyallup, WA (16 miles from Des Moines, WA)
- 3 days ago
- Puyallup, WA (16 miles from Des Moines, WA)
- 3 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 02-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Private Client Banker, Federal Way, Federal Way, WA
- Federal Way, WA (9 miles from Des Moines, WA)
- 3 hours ago
- Federal Way, WA (9 miles from Des Moines, WA)
- 3 hours 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...
- Kirkland, WA (16 miles from Des Moines, WA)
- 3 hours ago
- Kirkland, WA (16 miles from Des Moines, WA)
- 3 hours 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....
- Seattle, WA (11 miles from Des Moines, WA)
- 11 hours ago
- Seattle, WA (11 miles from Des Moines, WA)
- 11 hours ago
Our client is a nationally expanding wealth management firm with over 45 years of history and $2.5B in assets under management....
/19303/64fedd75-2d06-44b9-b129-ef7118843cc5.png&z=8&s=BNK&ih_t=5%2F6%2F2025+11%3A11%3A52+PM&utm_medium=internal%20referrer&utm_campaign=internal-ihire-resume-review&utm_content=ihire&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
- Seattle, WA (11 miles from Des Moines, WA)
- 11 hours ago
- Seattle, WA (11 miles from Des Moines, WA)
- 11 hours ago
Management Team We are seeking a seasoned financial advisor with $20M-$60M in AUM to join our dynamic and growing firm....
- Seattle, WA (11 miles from Des Moines, WA)
- 2 days ago
- Seattle, WA (11 miles from Des Moines, WA)
- 2 days ago
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help...
Personal Financial Representative / Universal Banker
- Seattle, WA (11 miles from Des Moines, WA)
- 2 days ago
- Seattle, WA (11 miles from Des Moines, WA)
- 2 days ago
You act as a traditional teller with the skills of a personal banker, so our members can have a strong partner to help them meet their financial needs....
- Seattle, WA (11 miles from Des Moines, WA)
- 2 days ago
- Seattle, WA (11 miles from Des Moines, 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....
- Puyallup, WA (16 miles from Des Moines, WA)
- 3 days ago
- Puyallup, WA (16 miles from Des Moines, WA)
- 3 days ago
This job posting is anticipated to remain open for 30 days, from 02-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
- South Hill, WA (20 miles from Des Moines, WA)
- 4 days ago
- South Hill, WA (20 miles from Des Moines, WA)
- 4 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Associate Financial Advisor - Seattle
- Seattle, WA (11 miles from Des Moines, WA)
- 4 days ago
- Seattle, WA (11 miles from Des Moines, WA)
- 4 days ago
Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our people helping...
- Redmond, WA (18 miles from Des Moines, WA)
- 5 days ago
- Redmond, WA (18 miles from Des Moines, WA)
- 5 days ago
Job Summary: Personal Banker Retail Banking Group Bend,Oregon Redmond,Oregon Eugene,Oregon Description About Us: At Umpqua, we create a great place to work by offering a unique brand of relationship...
Personal Banker - Puyallup Branch
- Puyallup, WA (16 miles from Des Moines, WA)
- 5 days ago
- Puyallup, WA (16 miles from Des Moines, WA)
- 5 days ago
The Personal Banker position actively participates in sales efforts and campaigns and customer service opportunities....
- Kent, WA (8 miles from Des Moines, WA)
- 7 days ago
- Kent, WA (8 miles from Des Moines, 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....
- Seattle, WA (11 miles from Des Moines, WA)
- 8 days ago
- Seattle, WA (11 miles from Des Moines, WA)
- 8 days ago
Location: 4701 California Avenue SW - Seattle, Washington 98116-4412 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The...
Demographic Data for Des Moines, WA
Moving to Des Moines, WA? Find some basic demographic data about Des Moines, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Des Moines, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Des Moines, 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
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »