Personal Banker Jobs in Heisson, 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.
- Yacolt, WA (5 miles from Heisson, WA)
- moments ago
- Yacolt, WA (5 miles from Heisson, WA)
- moments ago
Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of...
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Camas, WA (13 miles from Heisson, WA)
- 3 hours ago
- Camas, WA (13 miles from Heisson, WA)
- 3 hours ago
Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of...
Private Client Banker - Cornell and Murray - Portland, OR
- Portland, OR (23 miles from Heisson, WA)
- 7 hours ago
- Portland, OR (23 miles from Heisson, WA)
- 7 hours ago
JobID: 210606848 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-03-12T14:42:37+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
Investment Counselor (Financial Advisor Alternative)
- Columbia City, OR (16 miles from Heisson, WA)
- 2 days ago
- Columbia City, OR (16 miles from Heisson, 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...
- Columbia City, OR (16 miles from Heisson, WA)
- 2 days ago
- Columbia City, OR (16 miles from Heisson, WA)
- 2 days ago
Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an...
Private Client Banker - Fremont and Williams - Portland, OR
- Portland, OR (23 miles from Heisson, WA)
- 2 days ago
- Portland, OR (23 miles from Heisson, WA)
- 2 days 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...
Personal Banker Bilingual Vancouver Mall
- Vancouver, WA (14 miles from Heisson, WA)
- 3 days ago
- Vancouver, WA (14 miles from Heisson, 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....
- Washougal, WA (17 miles from Heisson, WA)
- 3 days ago
- Washougal, WA (17 miles from Heisson, WA)
- 3 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...
Financial Advisor - Estate Planning
- Portland, OR (23 miles from Heisson, WA)
- 4 days ago
- Portland, OR (23 miles from Heisson, WA)
- 4 days ago
Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an...
- Portland, OR (23 miles from Heisson, WA)
- 8 days ago
- Portland, OR (23 miles from Heisson, WA)
- 8 days ago
This licensed Financial Representative or Investment Advisory Representative will work as a 1099 independent contractor to sell life insurance and retirement. Work can be done remotely across the...
- Woodland, WA (9 miles from Heisson, WA)
- 8 days ago
- Woodland, WA (9 miles from Heisson, WA)
- 8 days ago
Personal Banker Retail Banking Group Woodland,Washington Description About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout...
- Gresham, OR (22 miles from Heisson, WA)
- 28 days ago
- Gresham, OR (22 miles from Heisson, WA)
- 28 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Battle Ground, WA (1 mile from Heisson, WA)
- 29 days ago
- Battle Ground, WA (1 mile from Heisson, WA)
- 29 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 Services Specialist (Junior Personal Banker)
- Fairview, OR (19 miles from Heisson, WA)
- 30+ days ago
- Fairview, OR (19 miles from Heisson, WA)
- 30+ days ago
Required Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services Benefits are an integral...
Private Client Relationship Manager - OR / WA
- Portland, OR (23 miles from Heisson, WA)
- 30+ days ago
- Portland, OR (23 miles from Heisson, WA)
- 30+ days ago
JobID: 210547137 Category: Relationship Manager JobSchedule: Full time Posted Date: 2025-01-10T23:34:54+00:00 JobShift: Base Pay/Salary: Bellevue,WA $150,000.00 - $150,000.00 Are you passionate...
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Heisson, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Heisson, 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
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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