Personal Banker Jobs in Chester, VA
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.
- Richmond, VA (17 miles from Chester, VA)
- 1 day ago
- Richmond, VA (17 miles from Chester, VA)
- 1 day ago
BEGIN YOUR CAREER WITH NORTHWESTERN MUTUAL At Northwestern Mutual, Financial Professionals strive to understand their clients' financial objectives to put them on a path to achieve financial...
Personal Banker Roving Metro Richmond District
- Mechanicsville, VA (22 miles from Chester, VA)
- 4 days ago
- Mechanicsville, VA (22 miles from Chester, VA)
- 4 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Richmond, VA (17 miles from Chester, VA)
- 5 days ago
- Richmond, VA (17 miles from Chester, VA)
- 5 days ago
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
Remote WorkPrivate Client Banker - Atlee Station- Mechanicsville, VA
- Mechanicsville, VA (22 miles from Chester, VA)
- 6 days ago
- Mechanicsville, VA (22 miles from Chester, VA)
- 6 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...
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- Richmond, VA (17 miles from Chester, VA)
- 12 days ago
- Richmond, VA (17 miles from Chester, VA)
- 12 days ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
- Richmond, VA (17 miles from Chester, VA)
- 45+ days ago
- Richmond, VA (17 miles from Chester, VA)
- 45+ days ago
Are you looking for a supportive, education focused environment to enhance your wealth management skillset?...
- Colonial Heights, VA (4 miles from Chester, VA)
- 90+ days ago
- Colonial Heights, VA (4 miles from Chester, VA)
- 90+ days ago
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
- Richmond, VA (17 miles from Chester, VA)
- 90+ days ago
- Richmond, VA (17 miles from Chester, VA)
- 90+ days ago
Through its relationship with CUSO Financial Services, L. P. (CFS) Argent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around...
Demographic Data for Chester, VA
Moving to Chester, VA? Find some basic demographic data about Chester, VA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Chester, VA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Chester, VA 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
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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