Personal Banker Jobs in Spokane Valley, 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.
Merrill Associate Client Relationship Manager
- Spokane, WA (14 miles from Spokane Valley, WA)
- 10 days ago
- Spokane, WA (14 miles from Spokane Valley, WA)
- 10 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
- Spokane, WA (14 miles from Spokane Valley, WA)
- 16 days ago
- Spokane, WA (14 miles from Spokane Valley, WA)
- 16 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....
Financial Services Advisor Job Category: Financial Services Requisition Number: FINAN007433 Posting Details Posted: February 17, 2025 Full-Time On-site Locations Spokane Valley, WA 99206, USA Job...
Financial Advisor - Team Sponsored Launch- Pacific Northwest Consultants - Liberty Lake, WA
- Spokane, WA (14 miles from Spokane Valley, WA)
- 20 days ago
- Spokane, WA (14 miles from Spokane Valley, WA)
- 20 days ago
Position Summary: Our well established, high performing team is currently looking for a Financial Advisor - Team Sponsored Launch. This position provides support to Pacific Northwest Consultant's...
Financial Advisor - Team Sponsored Launch- Pacific Northwest Consultants - Liberty Lake, WA
- Liberty Lake, WA (2 miles from Spokane Valley, WA)
- 21 days ago
- Liberty Lake, WA (2 miles from Spokane Valley, WA)
- 21 days ago
Position Summary: Our well established, high performing team is currently looking for a Financial Advisor Team Sponsored Launch. This position provides support to Pacific Northwest Consultant's...
Personal Financial Representative (Personal Banker)
- Spokane, WA (14 miles from Spokane Valley, WA)
- 30+ days ago
- Spokane, WA (14 miles from Spokane Valley, WA)
- 30+ days ago
Accurately take consumer lending applications, Review credit reports for concerns and obtains approvals and submit loan documentation....
- Spokane, WA (14 miles from Spokane Valley, WA)
- 30+ days ago
- Spokane, WA (14 miles from Spokane Valley, WA)
- 30+ days ago
MSA, or PFR Assist non-members with establishing membership Accurately take consumer lending applications, review credit...
Financial Advisor - Spokane, WA
- Spokane, WA (14 miles from Spokane Valley, WA)
- 45+ days ago
- Spokane, WA (14 miles from Spokane Valley, 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...
- Spokane, WA (14 miles from Spokane Valley, WA)
- 90+ days ago
- Spokane, WA (14 miles from Spokane Valley, WA)
- 90+ 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...
Financial Advisor - Spokane, WA
- Spokane, WA (14 miles from Spokane Valley, WA)
- 90+ days ago
- Spokane, WA (14 miles from Spokane Valley, WA)
- 90+ days ago
Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some...
- Spokane, WA (14 miles from Spokane Valley, WA)
- 90+ days ago
- Spokane, WA (14 miles from Spokane Valley, WA)
- 90+ days ago
Washington Trust brings more than 100 years of investment management, estate settlement and trust administrative expertise to individuals, families, companies and organizations throughout the...
Demographic Data for Spokane Valley, WA
Moving to Spokane Valley, WA? Find some basic demographic data about Spokane Valley, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Spokane Valley, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Spokane Valley, 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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Here are some other career titles that require similar skills
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