Personal Banker Jobs in Richland, 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.
Limited origination of simple consumer lending products such as personal loans and credit cards....
Private Client Banker - Kennewick - Kennewick, WA
- Kennewick, WA (6 miles from Richland, WA)
- 5 days ago
- Kennewick, WA (6 miles from Richland, WA)
- 5 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 Financial Representative (Personal Banker)
- West Richland, WA (5 miles from Richland, WA)
- 60+ days ago
- West Richland, WA (5 miles from Richland, WA)
- 60+ days ago
Accurately take consumer lending applications, Review credit reports for concerns and obtains approvals and submit loan documentation....
- Kennewick, WA (6 miles from Richland, WA)
- 30+ days ago
- Kennewick, WA (6 miles from Richland, WA)
- 30+ days ago
Location: 6717 West Canal Drive - Kennewick, Washington 99336 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
- Kennewick, WA (6 miles from Richland, WA)
- 30+ days ago
- Kennewick, WA (6 miles from Richland, WA)
- 30+ days ago
Experienced Financial Advisor At New York Life, you're in control of your career journey. You can grow your practice with the backing of a Fortune 100company that is a leader in the financial...
Financial Advisor - Kennewick, WA
- Kennewick, WA (6 miles from Richland, WA)
- 30+ days ago
- Kennewick, WA (6 miles from Richland, WA)
- 30+ days ago
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and...
Demographic Data for Richland, WA
Moving to Richland, WA? Find some basic demographic data about Richland, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Richland, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Richland, 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
- Account Opening
- 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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