Personal Banker Jobs in Lake Stevens, 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.
Full Time Member Consultant (Personal Banker) - Everett Branch
- Everett, WA (7 miles from Lake Stevens, WA)
- 4 days ago
- Everett, WA (7 miles from Lake Stevens, WA)
- 4 days 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...
- Marysville, WA (4 miles from Lake Stevens, WA)
- 5 days ago
- Marysville, WA (4 miles from Lake Stevens, WA)
- 5 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....
Personal Banker- Everett Branch
- Everett, WA (7 miles from Lake Stevens, WA)
- 12 days ago
- Everett, WA (7 miles from Lake Stevens, WA)
- 12 days ago
Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending....
Personal Banker- Woodinville Branch
- Woodinville, WA (19 miles from Lake Stevens, WA)
- 12 days ago
- Woodinville, WA (19 miles from Lake Stevens, WA)
- 12 days ago
Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending....
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Personal Banker- Camano Branch
- Camano Island, WA (19 miles from Lake Stevens, WA)
- 12 days ago
- Camano Island, WA (19 miles from Lake Stevens, WA)
- 12 days ago
Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending....
Personal Banker- Arlington Branch
- Arlington, WA (10 miles from Lake Stevens, WA)
- 12 days ago
- Arlington, WA (10 miles from Lake Stevens, WA)
- 12 days ago
Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending....
- Everett, WA (7 miles from Lake Stevens, WA)
- 19 days ago
- Everett, WA (7 miles from Lake Stevens, WA)
- 19 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....
Personal Financial Representative (Personal Banker)
- Lake Stevens, WA
- 27 days ago
- Lake Stevens, WA
- 27 days ago
Accurately take consumer lending applications, Review credit reports for concerns and obtains approvals and submit loan documentation....
Full Time - Mobile Member Consultant (Personal Banker) -King & Snohomish County
- Everett, WA (7 miles from Lake Stevens, WA)
- 30+ days ago
- Everett, WA (7 miles from Lake Stevens, WA)
- 30+ days ago
Full Time - Mobile Member Consultant (Personal Banker) -King & Snohomish County WSECU - Everett, WA Posted: 3/24/2025 - Expires: 6/22/2025 Job ID: 286983605 Apply Now I have already applied Save Job...
- Marysville, WA (4 miles from Lake Stevens, WA)
- 45+ days ago
- Marysville, WA (4 miles from Lake Stevens, WA)
- 45+ days ago
Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending....
Personal Banker - Downtown Everett
- Everett, WA (7 miles from Lake Stevens, WA)
- 60+ days ago
- Everett, WA (7 miles from Lake Stevens, WA)
- 60+ days ago
Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending....
Personal Banker - Edmonds Branch
- Edmonds, WA (22 miles from Lake Stevens, WA)
- 90+ days ago
- Edmonds, WA (22 miles from Lake Stevens, WA)
- 90+ days ago
Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending....
Demographic Data for Lake Stevens, WA
Moving to Lake Stevens, WA? Find some basic demographic data about Lake Stevens, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lake Stevens, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lake Stevens, 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
- Lending
- Nationwide Mortgage Licensing System & Registry
- 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
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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