Personal Banker Jobs in Dumfries, 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.
- Fairfax, VA (23 miles from Dumfries, VA)
- 1 day ago
- Fairfax, VA (23 miles from Dumfries, VA)
- 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....
Personal Banker Roving Arlington District
- Falls Church, VA (22 miles from Dumfries, VA)
- 2 days ago
- Falls Church, VA (22 miles from Dumfries, VA)
- 2 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....
- Alexandria, VA (21 miles from Dumfries, VA)
- 3 days ago
- Alexandria, VA (21 miles from Dumfries, VA)
- 3 days ago
The Financial Advisor is a client-facing representative of Burke & Herbert Wealth Management who will assist customers with investment and financial planning needs....
Associate Roving Personal Banker - Arlington District
- Falls Church, VA (22 miles from Dumfries, VA)
- 5 days ago
- Falls Church, VA (22 miles from Dumfries, VA)
- 5 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....
- Merrifield, VA (21 miles from Dumfries, VA)
- 10 days ago
- Merrifield, VA (21 miles from Dumfries, VA)
- 10 days ago
Overview** To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth...
- Alexandria, VA (21 miles from Dumfries, VA)
- 12 days ago
- Alexandria, VA (21 miles from Dumfries, VA)
- 12 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Alexandria, Virginia....
Personal Banker - Eastgate Marketplace
- Chantilly, VA (23 miles from Dumfries, VA)
- 17 days ago
- Chantilly, VA (23 miles from Dumfries, VA)
- 17 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....
Financial Advisor - Montgomery, Frederick and Washington County MD
- Waldorf, MD (23 miles from Dumfries, VA)
- 22 days ago
- Waldorf, MD (23 miles from Dumfries, VA)
- 22 days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
- Alexandria, VA (15 miles from Dumfries, VA)
- 45+ days ago
- Alexandria, VA (15 miles from Dumfries, VA)
- 45+ days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Alexandria, Virginia....
- Vienna, VA (22 miles from Dumfries, VA)
- 30+ days ago
- Vienna, VA (22 miles from Dumfries, VA)
- 30+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Vienna, VA (22 miles from Dumfries, VA)
- 45+ days ago
- Vienna, VA (22 miles from Dumfries, VA)
- 45+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Fairfax, VA (23 miles from Dumfries, VA)
- 45+ days ago
- Fairfax, VA (23 miles from Dumfries, VA)
- 45+ days ago
Financial Advisor Job Poster : Wisestep-Inc Skills:Retirement Planning, Investments expertise, Financial Advisory | Location: Fairfax, Virginia, United States Of America Views:2 Company Brief: We...
- Gainesville, VA (24 miles from Dumfries, VA)
- 45+ days ago
- Gainesville, VA (24 miles from Dumfries, VA)
- 45+ days ago
As a Personal Banker in a Traditional Branch, you will strengthen customer relationships with a defined sales process....
Financial Advisor - PNC Investments
- La Plata, MD (16 miles from Dumfries, VA)
- 90+ days ago
- La Plata, MD (16 miles from Dumfries, VA)
- 90+ days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Financial Advisor - Red River Bank
- Alexandria, VA (21 miles from Dumfries, VA)
- 90+ days ago
- Alexandria, VA (21 miles from Dumfries, VA)
- 90+ days ago
Financial Advisor - Red River Bank Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This...
Demographic Data for Dumfries, VA
Moving to Dumfries, VA? Find some basic demographic data about Dumfries, VA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Dumfries, VA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Dumfries, 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
- Mortgage Lending
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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