Personal Banker Jobs in Washington
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 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...
Provide customer referrals to Treasury Management, Commercial, and Consumer Lending, Cash Management, and Real Estate Lending....
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...
Physical Requirements The work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday....
Experienced Financial Advisor At New York Life, you're in control of your career journey. You can grow your practice with the backing of a Fortune 100company that is a leader in the financial...
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...
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...
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....
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
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...
Also responsible for uncovering and originating consumer lending opportunities....
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....
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
- 2 days ago
- Lakewood, WA
- 2 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....
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...
Demographic Data for Washington
Moving to Washington? Find some basic demographic data about Washington below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Washington
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Washington 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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