Personal Banker Jobs in South Hill, 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 (9 miles from South Hill, WA)
- 1 day ago
- Tacoma, WA (9 miles from South Hill, 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 (11 miles from South Hill, WA)
- 2 days ago
- Auburn, WA (11 miles from South Hill, 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 (9 miles from South Hill, WA)
- 1 day ago
- Tacoma, WA (9 miles from South Hill, 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 (12 miles from South Hill, WA)
- 1 day ago
- Ft Lewis, WA (12 miles from South Hill, 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....
- Fife, WA (6 miles from South Hill, WA)
- 2 days ago
- Fife, WA (6 miles from South Hill, WA)
- 2 days ago
Also responsible for uncovering and originating consumer lending opportunities....
Financial Advisor Branch Intern
- Bonney Lake, WA (7 miles from South Hill, WA)
- 3 days ago
- Bonney Lake, WA (7 miles from South Hill, 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 (8 miles from South Hill, WA)
- 3 days ago
- Lakewood, WA (8 miles from South Hill, 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....
- Bonney Lake, WA (7 miles from South Hill, WA)
- 8 days ago
- Bonney Lake, WA (7 miles from South Hill, WA)
- 8 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Personal Banker - Puyallup Branch
- Puyallup, WA (4 miles from South Hill, WA)
- 10 days ago
- Puyallup, WA (4 miles from South Hill, WA)
- 10 days ago
The Personal Banker position actively participates in sales efforts and campaigns and customer service opportunities....
Personal Banker - Puyallup Branch
- Puyallup, WA (4 miles from South Hill, WA)
- 10 days ago
- Puyallup, WA (4 miles from South Hill, 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...
Personal Financial Representative (Personal Banker)
- Kent, WA (15 miles from South Hill, WA)
- 22 days ago
- Kent, WA (15 miles from South Hill, WA)
- 22 days ago
Accurately take consumer lending applications, Review credit reports for concerns and obtains approvals and submit loan documentation....
Meridian Ave E Location : City Puyallup Location : State/Province WA ID 2024-3289 Category Retail Banking Position Type Full Time Min USD $45,360.00/Yr....
Financial Advisor - Tacoma, WA
- Tacoma, WA (9 miles from South Hill, WA)
- 45+ days ago
- Tacoma, WA (9 miles from South Hill, WA)
- 45+ 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...
- Dupont, WA (16 miles from South Hill, WA)
- 60+ days ago
- Dupont, WA (16 miles from South Hill, WA)
- 60+ days ago
Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our...
- Federal Way, WA (11 miles from South Hill, WA)
- 90+ days ago
- Federal Way, WA (11 miles from South Hill, WA)
- 90+ days ago
A Personal Banker is creative and can think outside the box to provide relevant solutions to our clients, while maintaining our Vision, Mission, and Values....
Demographic Data for South Hill, WA
Moving to South Hill, WA? Find some basic demographic data about South Hill, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in South Hill, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in South Hill, 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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