Personal Banker Jobs in Milton, 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.

1-15 of 28 Jobs

Financial Advisor

  • Tacoma, WA (6 miles from Milton, WA)
  • 1 day ago
  • Tacoma, WA (6 miles from Milton, WA)
  • 1 day ago

Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...

Financial Advisor - Career Change Opportunity

  • Auburn, WA (4 miles from Milton, WA)
  • 2 days ago
  • Auburn, WA (4 miles from Milton, WA)
  • 2 days ago

Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...

Lead Financial Advisor

  • Tacoma, WA (6 miles from Milton, WA)
  • 1 day ago
  • Tacoma, WA (6 miles from Milton, WA)
  • 1 day ago

Lead Financial Advisor Are you looking to join an independently owned firm where you can have the support to grow your book of business and clientele? Do you currently work for a company that is...

Military Personal Banker I

  • Ft Lewis, WA (17 miles from Milton, WA)
  • 1 day ago
  • Ft Lewis, WA (17 miles from Milton, WA)
  • 1 day ago

Physical Requirements The work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday....

Financial Advisor

  • Seattle, WA (24 miles from Milton, WA)
  • 1 day ago
  • Seattle, WA (24 miles from Milton, WA)
  • 1 day ago

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a...

Personal Financial Representative (Northgate)

  • Seattle, WA (24 miles from Milton, WA)
  • 1 day ago
  • Seattle, WA (24 miles from Milton, WA)
  • 1 day 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....

Personal Banker

  • Fife, WA (2 miles from Milton, WA)
  • 2 days ago
  • Fife, WA (2 miles from Milton, WA)
  • 2 days ago

Also responsible for uncovering and originating consumer lending opportunities....

Financial Advisor Branch Intern

  • Bonney Lake, WA (8 miles from Milton, WA)
  • 3 days ago
  • Bonney Lake, WA (8 miles from Milton, WA)
  • 3 days ago

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across...

Full Time Member Consultant (Personal Banker) Lakewood Branch

  • Lakewood, WA (7 miles from Milton, WA)
  • 3 days ago
  • Lakewood, WA (7 miles from Milton, WA)
  • 3 days ago

Full Time Member Consultant (Personal Banker) Lakewood Branch 4.2 4.2 out of 5 stars 9540 Bridgeport Way SW, Lakewood, WA 98499 Member Consultants are the heart and soul of WSECU....

Personal Banker Aurora

  • Seattle, WA (24 miles from Milton, WA)
  • 4 days ago
  • Seattle, WA (24 miles from Milton, 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....

Personal Banker

  • Bonney Lake, WA (8 miles from Milton, WA)
  • 8 days ago
  • Bonney Lake, WA (8 miles from Milton, WA)
  • 8 days ago

The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....

Financial Advisor

  • Seattle, WA (24 miles from Milton, WA)
  • 8 days ago
  • Seattle, WA (24 miles from Milton, WA)
  • 8 days ago

Experienced Financial Advisor - Growth-Focused Wealth Management Firm Locations: Greater Denver, CO | Greater Seattle, WA | Hawaii | Coastal Carolina | New Mexico Full-Time | In-Person Are you a...

Personal Banker - Puyallup Branch

  • Puyallup, WA (3 miles from Milton, WA)
  • 9 days ago
  • Puyallup, WA (3 miles from Milton, WA)
  • 9 days ago

The Personal Banker position actively participates in sales efforts and campaigns and customer service opportunities....

Personal Banker - Puyallup Branch

  • Puyallup, WA (3 miles from Milton, WA)
  • 10 days ago
  • Puyallup, WA (3 miles from Milton, WA)
  • 10 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...

Part Time Member Consultant (Personal Banker) University Branch

  • Seattle, WA (24 miles from Milton, WA)
  • 15 days ago
  • Seattle, WA (24 miles from Milton, WA)
  • 15 days ago

Part Time Member Consultant (Personal Banker) - University Branch 4.2 4.2 out of 5 stars 1121 NE 45th Street, Seattle, WA 98105 Member Consultants are the heart and soul of WSECU....

Demographic Data for Milton, WA

Moving to Milton, WA? Find some basic demographic data about Milton, WA below.


Local
National
8,264
184
Medium/Sm

Personal Banker Online Courses and Training Opportunities

iHireBanking curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Personal Branding
Public perception of an individual is generally based on the individuals actions and achievements. Leaders and individuals project themselves as different and thereby influence public perception....
Personal Finance
The Personal Finance Professional Certificate is designed for individuals to build financial literacy, one of the most pressing needs Americans face today. Financial decisions made by individuals...
Psychology of Personal Growth
Learn to understand personal growth from a comparative perspective. Want to learn about how you become who you are, but not sure where to kick off that journey? This is a fantastic course for you....

Salary for Personal Banker Jobs in Milton, WA

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireBanking research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Banker positions.



Highest Education Level

Personal Bankers in Milton, WA offer the following education background
Bachelor's Degree
39.8%
High School or GED
20.4%
Master's Degree
14.1%
Associate's Degree
12.8%
Vocational Degree or Certification
8.7%
Some College
2.7%
Doctorate Degree
0.9%
Some High School
0.6%

Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Bankers in Milton, WA
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%



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