Personal Banker Jobs in Preston, 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.
Roving Personal Banker Soundview District
- Kent, WA (16 miles from Preston, WA)
- 22 hours ago
- Kent, WA (16 miles from Preston, WA)
- 22 hours 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....
- Kent, WA (16 miles from Preston, WA)
- 22 hours ago
- Kent, WA (16 miles from Preston, WA)
- 22 hours 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 (19 miles from Preston, WA)
- 3 days ago
- Seattle, WA (19 miles from Preston, WA)
- 3 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...
Financial Advisor Associate - R25_0000001164
- Seattle, WA (19 miles from Preston, WA)
- 8 days ago
- Seattle, WA (19 miles from Preston, WA)
- 8 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...
Personal Financial Representative / Universal Banker
- Bellevue, WA (14 miles from Preston, WA)
- 12 days ago
- Bellevue, WA (14 miles from Preston, WA)
- 12 days 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 II - Eastgate FC
- Bellevue, WA (14 miles from Preston, WA)
- 14 days ago
- Bellevue, WA (14 miles from Preston, WA)
- 14 days ago
GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers....
Personal Financial Representative (Bellevue)
- Bellevue, WA (14 miles from Preston, WA)
- 14 days ago
- Bellevue, WA (14 miles from Preston, WA)
- 14 days 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....
- Seattle, WA (19 miles from Preston, WA)
- 16 days ago
- Seattle, WA (19 miles from Preston, WA)
- 16 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
- Auburn, WA (21 miles from Preston, WA)
- 16 days ago
- Auburn, WA (21 miles from Preston, WA)
- 16 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 (19 miles from Preston, WA)
- 17 days ago
- Seattle, WA (19 miles from Preston, WA)
- 17 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...
Financial Advisor Consultant/Analyst
- Redmond, WA (14 miles from Preston, WA)
- 17 days ago
- Redmond, WA (14 miles from Preston, WA)
- 17 days ago
Financial Advisor Consultant/Analyst Bucher & Christian Consulting, Inc. dba BCforward (BCF) - Redmond, WA Posted: 4/3/2025 - Expires: 7/2/2025 Job ID: 287525760 Apply Now I have already applied...
Financial Advisor Associate - R25_0000000908
- Bellevue, WA (14 miles from Preston, WA)
- 23 days ago
- Bellevue, WA (14 miles from Preston, WA)
- 23 days ago
Ameriprise Financial Financial Advisor Associate - R2... in Bellevue , Washington Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by...
- Issaquah, WA (3 miles from Preston, WA)
- 29 days ago
- Issaquah, WA (3 miles from Preston, WA)
- 29 days ago
Personal Banker Retail Banking Group Issaquah, Washington Description About Us: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture...
Customer Relationship Manager - Federal Way
- Seattle, WA (19 miles from Preston, WA)
- 45+ days ago
- Seattle, WA (19 miles from Preston, 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...
Private Client Relationship Manager - Bellevue, WA
- Bellevue, WA (14 miles from Preston, WA)
- 29 days ago
- Bellevue, WA (14 miles from Preston, WA)
- 29 days ago
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships...
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Preston, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Preston, 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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