Personal Banker Jobs in Spokane, 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.
Job Overview This job posting is anticipated to remain open for 30 days, from 07-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
This job posting is anticipated to remain open for 30 days, from 07-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Spokane Valley, WA (14 miles from Spokane, WA)
- 4 days ago
- Spokane Valley, WA (14 miles from Spokane, WA)
- 4 days ago
Use of the advisor title is limited to those who obtain all required credentialing with Northwestern Mutual Wealth Management Company, a federal savings association offering investment advisory and...
- Post Falls, ID (23 miles from Spokane, WA)
- 5 days ago
- Post Falls, ID (23 miles from Spokane, WA)
- 5 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....
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Accurately take consumer lending applications, Review credit reports for concerns and obtains approvals and submit loan documentation....
MSA, or PFR Assist non-members with establishing membership Accurately take consumer lending applications, review credit reports, submit loan documentation, and close loans Discusses IRAs and HSAs with...
Associate Personal Banker - Post Falls
- Post Falls, ID (23 miles from Spokane, WA)
- 9 days ago
- Post Falls, ID (23 miles from Spokane, WA)
- 9 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....
Associate Roving Personal Banker (SAFE) - River Central District
- Post Falls, ID (23 miles from Spokane, WA)
- 13 days ago
- Post Falls, ID (23 miles from Spokane, WA)
- 13 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....
PT Personal Financial Representative ( PT Personal Banker)
- Spokane, WA
- 45+ days ago
- Spokane, WA
- 45+ days ago
Accurately take consumer lending applications, Review credit reports for concerns and obtains approvals and submit loan documentation....
Financial Advisor - Spokane / Eastern Washington / Coeur d'Alene / Northern Idaho and surrounding ar
- Spokane, WA
- 45+ days ago
- Spokane, WA
- 45+ days ago
at Thrivent Financial in Spokane, Washington, United States Job Description Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different...
- Spokane, WA
- 45+ days ago
- Spokane, WA
- 45+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
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...
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
Demographic Data for Spokane, WA
Moving to Spokane, WA? Find some basic demographic data about Spokane, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Spokane, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Spokane, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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