Personal Banker Jobs in Leesburg, 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 (14 miles from Leesburg, VA)
- 3 hours ago
- Fairfax, VA (14 miles from Leesburg, VA)
- 3 hours 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....
- Tysons, VA (21 miles from Leesburg, VA)
- 2 days ago
- Tysons, VA (21 miles from Leesburg, VA)
- 2 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Vienna, VA....
- Vienna, VA (19 miles from Leesburg, VA)
- 4 days ago
- Vienna, VA (19 miles from Leesburg, VA)
- 4 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Vienna, VA....
Private Client Banker - Virginia Metro Market - Ashburn, VA
- Ashburn, VA (6 miles from Leesburg, VA)
- 5 days ago
- Ashburn, VA (6 miles from Leesburg, VA)
- 5 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...
- Merrifield, VA (23 miles from Leesburg, VA)
- 9 days ago
- Merrifield, VA (23 miles from Leesburg, VA)
- 9 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...
Private Client Banker - South Riding Eastgate- South Riding, VA
- South Riding, VA (12 miles from Leesburg, VA)
- 9 days ago
- South Riding, VA (12 miles from Leesburg, VA)
- 9 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...
Patient Financial Advisor, (Hybrid) Day Shift, Pre-registration Eligibility and Finance Clearance
- Gaithersburg, MD (23 miles from Leesburg, VA)
- 10 days ago
- Gaithersburg, MD (23 miles from Leesburg, VA)
- 10 days ago
Support Center If you are a current Adventist HealthCare employee, please click this link to apply through your Workday account. Adventist HealthCare seeks to hire an experienced Patient Financial...
Private Client Banker - Germantown E Frederick Rd. - Germantown, Maryland
- Germantown, MD (17 miles from Leesburg, VA)
- 15 days ago
- Germantown, MD (17 miles from Leesburg, VA)
- 15 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...
Personal Banker - Eastgate Marketplace
- Chantilly, VA (14 miles from Leesburg, VA)
- 16 days ago
- Chantilly, VA (14 miles from Leesburg, VA)
- 16 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....
Patient Financial Advisor I (Hybrid), Day Shift, Patient Financial Services
- Gaithersburg, MD (23 miles from Leesburg, VA)
- 19 days ago
- Gaithersburg, MD (23 miles from Leesburg, VA)
- 19 days ago
Support Center If you are a current Adventist HealthCare employee, please click this link to apply through your Workday account. Adventist HealthCare seeks to hire an experienced Patient Financial...
Financial Advisor - Ashburn, VA and Surrounding
- Ashburn, VA (6 miles from Leesburg, VA)
- 22 days ago
- Ashburn, VA (6 miles from Leesburg, 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...
Financial Advisor - Northwest Federal Credit Union
- Herndon, VA (12 miles from Leesburg, VA)
- 30+ days ago
- Herndon, VA (12 miles from Leesburg, VA)
- 30+ days ago
Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at...
Patient Financial Advisor III, Day Shift, Rehabilitation
- Rockville, MD (24 miles from Leesburg, VA)
- 30+ days ago
- Rockville, MD (24 miles from Leesburg, VA)
- 30+ days ago
Adventist Rehabilitation - Rockville If you are a current Adventist HealthCare employee, please click this link to apply through your Workday account. Adventist HealthCare seeks to hire an...
- Vienna, VA (23 miles from Leesburg, VA)
- 30+ days ago
- Vienna, VA (23 miles from Leesburg, VA)
- 30+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Fairfax, VA (14 miles from Leesburg, VA)
- 45+ days ago
- Fairfax, VA (14 miles from Leesburg, 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...
Demographic Data for Leesburg, VA
Moving to Leesburg, VA? Find some basic demographic data about Leesburg, VA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Leesburg, VA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Leesburg, 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
- Account Opening
- 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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