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.
Financial Advisor - Career Change Opportunity
- Saint Charles, MD (21 miles from Dumfries, VA)
- 1 day ago
- Saint Charles, MD (21 miles from Dumfries, VA)
- 1 day ago
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...
Associate Personal Banker - Celebrate Virginia Branch
- Fredericksburg, VA (21 miles from Dumfries, VA)
- 4 days ago
- Fredericksburg, VA (21 miles from Dumfries, VA)
- 4 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....
- Vienna, VA (22 miles from Dumfries, VA)
- 6 days ago
- Vienna, VA (22 miles from Dumfries, VA)
- 6 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Personal Banker - North Washington
- Alexandria, VA (21 miles from Dumfries, VA)
- 6 days ago
- Alexandria, VA (21 miles from Dumfries, VA)
- 6 days ago
As a Personal Banker in a Traditional Branch, you will strengthen customer relationships with a defined sales process....
- Waldorf, MD (23 miles from Dumfries, VA)
- 7 days ago
- Waldorf, MD (23 miles from Dumfries, VA)
- 7 days ago
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...
Personal Banker - North Washington
- Alexandria, VA (21 miles from Dumfries, VA)
- 8 days ago
- Alexandria, VA (21 miles from Dumfries, VA)
- 8 days ago
As a Personal Banker in a Traditional Branch, you will strengthen customer relationships with a defined sales process....
- Vienna, VA (22 miles from Dumfries, VA)
- 8 days ago
- Vienna, VA (22 miles from Dumfries, VA)
- 8 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Financial Advisor - Certification Provided
- Manassas, VA (17 miles from Dumfries, VA)
- 9 days ago
- Manassas, VA (17 miles from Dumfries, VA)
- 9 days ago
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...
- Fairfax, VA (23 miles from Dumfries, VA)
- 9 days ago
- Fairfax, VA (23 miles from Dumfries, VA)
- 9 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...
- Alexandria, VA (21 miles from Dumfries, VA)
- 10 days ago
- Alexandria, VA (21 miles from Dumfries, VA)
- 10 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 - PNC Investments
- Arlington, VA (24 miles from Dumfries, VA)
- 12 days ago
- Arlington, VA (24 miles from Dumfries, VA)
- 12 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...
- Gainesville, VA (24 miles from Dumfries, VA)
- 15 days ago
- Gainesville, VA (24 miles from Dumfries, VA)
- 15 days ago
As a Personal Banker in a Traditional Branch, you will strengthen customer relationships with a defined sales process....
Personal Banker - Burke Centre
- Burke, VA (15 miles from Dumfries, VA)
- 15 days ago
- Burke, VA (15 miles from Dumfries, VA)
- 15 days ago
As a Personal Banker in a Traditional Branch, you will strengthen customer relationships with a defined sales process....
Del Ray Associate Personal Banker Bi-lingual - Alexandria, VA
- Alexandria, VA (21 miles from Dumfries, VA)
- 15 days ago
- Alexandria, VA (21 miles from Dumfries, VA)
- 15 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker Bilingual Spanish (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Bilingual Personal Banker- Oxon Hill Area
- Oxon Hill, MD (22 miles from Dumfries, VA)
- 15 days ago
- Oxon Hill, MD (22 miles from Dumfries, VA)
- 15 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....
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
- 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
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »