Personal Banker Jobs in District of Columbia
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.
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Personal Banker SAFE Act Metro Square WASHINGTON
- Washington, DC
- 8 days ago
- Washington, DC
- 8 days ago
Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA....
Patient Financial Advisor III, Day Shift, Rehabilitation
- Washington, DC
- 12 days ago
- Washington, DC
- 12 days ago
AHC Rehabilitation - White Oak Medical Center If you are a current Adventist HealthCare employee, please click this link to apply through your Workday account. Adventist HealthCare seeks to hire...
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....
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....
Private Client Banker - Dupont 18th and Jefferson - Washington, DC
- Washington, DC
- 13 days ago
- Washington, DC
- 13 days ago
JobID: 210601851 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-02-26T16:38:39+00:00 JobShift: Base Pay/Salary: Washington,DC $25.00-$30.29 You have a passion for taking...
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Financial Advisor & Broker Leadership Opportunity - Nationwide
- Washington, DC
- 19 days ago
- Washington, DC
- 19 days ago
Financial Advisor & Broker Leadership Opportunity - Nationwide Non-disclosed Washington D.C., United States Posted 1 day ago Remote Job Permanent Competitive Financial Advisor & Broker Leadership...
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
Private Client Banker - Chevy Chase - Washington, DC
- Washington, DC
- 45+ days ago
- Washington, DC
- 45+ days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Financial Advisor - Washington, DC/Northern VA
- Washington, DC
- 90+ days ago
- Washington, DC
- 90+ days ago
Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them...
Remote WorkJob Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
Demographic Data for District of Columbia
Moving to District of Columbia? Find some basic demographic data about District of Columbia below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in District of Columbia
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in District of Columbia 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
Other Career Titles
Here are some other career titles that require similar skills
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