Personal Banker Jobs in Woodinville, 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.

1-15 of 35 Jobs

Financial Advisor

  • Bellevue, WA (11 miles from Woodinville, WA)
  • 17 hours ago
  • Bellevue, WA (11 miles from Woodinville, WA)
  • 17 hours 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

  • Marysville, WA (19 miles from Woodinville, WA)
  • 2 days ago
  • Marysville, WA (19 miles from Woodinville, 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...

Personal Banker Canyon Park

  • Bothell, WA (3 miles from Woodinville, WA)
  • 1 day ago
  • Bothell, WA (3 miles from Woodinville, WA)
  • 1 day 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....

Personal Banker

  • Marysville, WA (19 miles from Woodinville, WA)
  • 1 day ago
  • Marysville, WA (19 miles from Woodinville, WA)
  • 1 day ago

Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending....

Financial Advisor

  • Seattle, WA (14 miles from Woodinville, WA)
  • 2 days ago
  • Seattle, WA (14 miles from Woodinville, WA)
  • 2 days ago

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a...

Personal Financial Representative (Northgate)

  • Seattle, WA (14 miles from Woodinville, WA)
  • 2 days ago
  • Seattle, WA (14 miles from Woodinville, WA)
  • 2 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....

Float Personal Banker (East Cincinnati)

  • Bellevue, WA (11 miles from Woodinville, WA)
  • 3 days ago
  • Bellevue, WA (11 miles from Woodinville, WA)
  • 3 days ago

Float Personal Banker (East Cincinnati) LOCATION -- Cincinnati, Ohio 45245 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment...

Personal Banker Kirkland

  • Kirkland, WA (7 miles from Woodinville, WA)
  • 5 days ago
  • Kirkland, WA (7 miles from Woodinville, 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....

Personal Banker Aurora

  • Seattle, WA (14 miles from Woodinville, WA)
  • 5 days ago
  • Seattle, WA (14 miles from Woodinville, 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....

Licensed Private Client Banker

  • Redmond, WA (6 miles from Woodinville, WA)
  • 5 days ago
  • Redmond, WA (6 miles from Woodinville, WA)
  • 5 days ago

Licensed Private Client Banker KeyBank - Redmond, WA Posted: 3/10/2025 - Expires: 6/8/2025 Job ID: 286376609 Apply Now I have already applied Save Job Print Email Share Job Description Location:...

Financial Advisor

  • Seattle, WA (14 miles from Woodinville, WA)
  • 9 days ago
  • Seattle, WA (14 miles from Woodinville, WA)
  • 9 days ago

Experienced Financial Advisor - Growth-Focused Wealth Management Firm Locations: Greater Denver, CO | Greater Seattle, WA | Hawaii | Coastal Carolina | New Mexico Full-Time | In-Person Are you a...

Personal Banker Redmond Ridge

  • Redmond, WA (6 miles from Woodinville, WA)
  • 10 days ago
  • Redmond, WA (6 miles from Woodinville, WA)
  • 10 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 Financial Advisor II

  • Bellevue, WA (11 miles from Woodinville, WA)
  • 12 days ago
  • Bellevue, WA (11 miles from Woodinville, WA)
  • 12 days ago

The Associate Financial Advisor will work closely with one of Addison Avenues top-performing financial advisors, managing and nurturing the existing client relationships, ensuring excellent client...

Associate Financial Advisor

  • Bainbridge Island, WA (20 miles from Woodinville, WA)
  • 14 days ago
  • Bainbridge Island, WA (20 miles from Woodinville, WA)
  • 14 days ago

Job Summary Job Description What do you need to succeed? Must-have 5+ years of Registered Client Associate experience or related industry experience Series 7 and 66 (or 63/65) plus state licenses...

Personal Banker Microsoft Campus

  • Redmond, WA (6 miles from Woodinville, WA)
  • 16 days ago
  • Redmond, WA (6 miles from Woodinville, 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....

Demographic Data for Woodinville, WA

Moving to Woodinville, WA? Find some basic demographic data about Woodinville, WA below.


Local
National
38,461
1,613
Medium

Personal Banker Online Courses and Training Opportunities

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Public perception of an individual is generally based on the individuals actions and achievements. Leaders and individuals project themselves as different and thereby influence public perception....
Personal Finance
The Personal Finance Professional Certificate is designed for individuals to build financial literacy, one of the most pressing needs Americans face today. Financial decisions made by individuals...
Psychology of Personal Growth
Learn to understand personal growth from a comparative perspective. Want to learn about how you become who you are, but not sure where to kick off that journey? This is a fantastic course for you....

Salary for Personal Banker Jobs in Woodinville, WA

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireBanking research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Banker positions.



Highest Education Level

Personal Bankers in Woodinville, WA offer the following education background
Bachelor's Degree
39.8%
High School or GED
20.4%
Master's Degree
14.1%
Associate's Degree
12.8%
Vocational Degree or Certification
8.7%
Some College
2.7%
Doctorate Degree
0.9%
Some High School
0.6%

Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Bankers in Woodinville, WA
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%



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