Personal Banker Jobs in Gig Harbor, 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.
- Seattle, WA (24 miles from Gig Harbor, WA)
- 1 day ago
- Seattle, WA (24 miles from Gig Harbor, WA)
- 1 day 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....
Roving Personal Banker Soundview District
- Kent, WA (24 miles from Gig Harbor, WA)
- 2 days ago
- Kent, WA (24 miles from Gig Harbor, WA)
- 2 days ago
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....
Personal Banker Puyallup South Hill
- Puyallup, WA (21 miles from Gig Harbor, WA)
- 3 days ago
- Puyallup, WA (21 miles from Gig Harbor, WA)
- 3 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 (24 miles from Gig Harbor, WA)
- 4 days ago
- Seattle, WA (24 miles from Gig Harbor, WA)
- 4 days ago
Client Relationship Manager - SA08AE Were determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every...
Personal Banker University Place
- University Place, WA (15 miles from Gig Harbor, WA)
- 4 days ago
- University Place, WA (15 miles from Gig Harbor, WA)
- 4 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....
Financial Advisor Associate - R25_0000001164
- Seattle, WA (24 miles from Gig Harbor, WA)
- 9 days ago
- Seattle, WA (24 miles from Gig Harbor, WA)
- 9 days ago
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...
- Puyallup, WA (21 miles from Gig Harbor, WA)
- 12 days ago
- Puyallup, WA (21 miles from Gig Harbor, WA)
- 12 days ago
Also responsible for uncovering and originating consumer lending opportunities....
- Seattle, WA (24 miles from Gig Harbor, WA)
- 17 days ago
- Seattle, WA (24 miles from Gig Harbor, WA)
- 17 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....
Roving Personal Banker Southwest Washington
- Tacoma, WA (15 miles from Gig Harbor, WA)
- 17 days ago
- Tacoma, WA (15 miles from Gig Harbor, WA)
- 17 days ago
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....
Financial Advisor - Team Sponsored Launch- Afton Union Financial Group- Seattle, WA
- Seattle, WA (24 miles from Gig Harbor, WA)
- 18 days ago
- Seattle, WA (24 miles from Gig Harbor, WA)
- 18 days ago
Afton Union Financial Group, an established financial services practice for Thrivent located in Seattle, WA, is looking to grow and support a full-time Financial Professional. By joining our...
Part Time - Member Consultant (Personal Banker) - Lacey Branch
- Lacey, WA (24 miles from Gig Harbor, WA)
- 23 days ago
- Lacey, WA (24 miles from Gig Harbor, WA)
- 23 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...
- Dupont, WA (19 miles from Gig Harbor, WA)
- 25 days ago
- Dupont, WA (19 miles from Gig Harbor, WA)
- 25 days ago
This job posting is anticipated to remain open for 30 days, from 31-Mar-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banker - Puyallup Branch
- Puyallup, WA (21 miles from Gig Harbor, WA)
- 45+ days ago
- Puyallup, WA (21 miles from Gig Harbor, WA)
- 45+ days ago
A GREAT PLACE TO WORK AND BANK Join our team! 1st Security Bank team members deliver service that "WOWs" each other and our customers. We value relat...EDUCATION and/or EXPERIENCE High school...
Customer Relationship Manager - Federal Way
- Seattle, WA (24 miles from Gig Harbor, WA)
- 45+ days ago
- Seattle, WA (24 miles from Gig Harbor, WA)
- 45+ days ago
Job description About Credit Corp Solutions Credit Corp Group is not your average debt collection agency. With over 2,000 employees across Australia, the USA, and the Philippines, we offer a...
Financial Advisor - Tacoma / Silverdale / Port Angeles and Surrounding areas
- Tacoma, WA (15 miles from Gig Harbor, WA)
- 30+ days ago
- Tacoma, WA (15 miles from Gig Harbor, 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...
Demographic Data for Gig Harbor, WA
Moving to Gig Harbor, WA? Find some basic demographic data about Gig Harbor, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Gig Harbor, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Gig Harbor, 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
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- 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
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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