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.
- 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...
- 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....
- 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....
- 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...
- 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....
- 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:...
- 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...
- 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...
- 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.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Woodinville, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Woodinville, 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
- 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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