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AppleOne
Customer Engagement - Banking
Career Insights for Personal Banker
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Scorecard
Based on Washington data
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What they do
A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.
$77,657 / year median in Washington
-3% projected decline
Job Description
Job Summary We are seeking a Customer Engagement
- Banking professional for a direct hire Relationship Banker opportunity in Seattle, WA.
- Build relationships with new and existing consumer and business banking clients through consultative conversations and proactive follow-up.
- Identify client needs and recommend appropriate banking products, services, referrals, and financial solutions.
- Develop new business through outreach to prospective clients, local businesses, community partners, and referral sources.
- Deliver a welcoming and professional client experience while helping resolve questions, concerns, and service needs.
- Support branch operations, including teller transactions, cash handling, documentation, safe deposit access, and compliance procedures.
- Follow all bank policies and applicable regulatory requirements, including BSA/AML, Fair Lending, privacy, and anti-discrimination standards. Compensation and Benefits
- Salary range: $55,000 to $78,000 per year.
- Job type: Direct hire.
Location:
Seattle, WA.- Union-represented position through the Communications Workers of America, CWA. Required Qualifications and Skills
- Develop and grow client relationships within consumer and business banking.
- Provide needs-based banking recommendations and referral support.
- Support branch service, teller activity, cash handling, and operational procedures.
- Maintain accurate documentation and follow banking compliance requirements.
- High school diploma or equivalent combination of education and experience.
- Approximately 3 years of relevant experience in retail banking, financial services, customer service, sales, cash handling, or a similar client-facing environment.
- Strong relationship-building, customer service, and consultative communication skills.
- Ability to initiate conversations, identify sales opportunities, and develop business through client outreach.
- Strong verbal, written, and interpersonal communication skills.
- Organized, detail-oriented, and able to manage multiple priorities accurately.
- Comfortable working independently while contributing to a collaborative branch team.
- Proficiency with Microsoft Office and general computer systems.
- Ability to follow bank policies and applicable state and federal banking regulations.
- A valid driver's license and appropriately insured vehicle may be required if driving is necessary for assigned responsibilities. Preferred Qualifications
- Previous retail banking or financial services experience.
- Experience in a relationship-based sales or financial sales role.
- Knowledge of consumer and business banking products and services.
- Experience with branch operations, teller support, and banking procedures.
- Familiarity with banking regulations and compliance requirements.
- Proven success with cross-selling, referrals, business development, client retention, or community outreach.
- Strong problem-solving, negotiation, and client relationship management skills.
- Experience reviewing financial or credit information.