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.
- 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...
- 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...
- 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....
- 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....
- 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....
- 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....
- 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....
- 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.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Milton, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Milton, 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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