Personal Banker Jobs in Manassas, 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.
Deputy Customer Relationship Manager
- Annandale, VA (15 miles from Manassas, VA)
- 1 day ago
- Annandale, VA (15 miles from Manassas, VA)
- 1 day ago
Description We are seeking an experienced Deputy Customer Relationship Manager to support a complex IT operations program within the U.S. Department of Justice (DOJ). This on-site role supports...
- McLean, VA (20 miles from Manassas, VA)
- 3 days ago
- McLean, VA (20 miles from Manassas, VA)
- 3 days ago
As a Personal Banker within PNC's retail organization, you will be based in McLean, VA....
- Arlington, VA (22 miles from Manassas, VA)
- 4 days ago
- Arlington, VA (22 miles from Manassas, VA)
- 4 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 - Greater Virginia - Manassas, VA
- Manassas, VA
- 5 days ago
- Manassas, 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...
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- Alexandria, VA (23 miles from Manassas, VA)
- 6 days ago
- Alexandria, VA (23 miles from Manassas, VA)
- 6 days ago
The ideal candidate will deliver personalized financial plans to help clients achieve their long-term financial goals. Responsibilities Take a lead role on assigned client relationships ($25M AUM)...
Personal Banker - North Washington
- Alexandria, VA (23 miles from Manassas, VA)
- 6 days ago
- Alexandria, VA (23 miles from Manassas, VA)
- 6 days ago
As a Personal Banker in a Traditional Branch, you will strengthen customer relationships with a defined sales process....
- Herndon, VA (16 miles from Manassas, VA)
- 6 days ago
- Herndon, VA (16 miles from Manassas, VA)
- 6 days ago
Overview The Financial Advisor provides investment advisory services for clients of Northwest Financial Advisors (NWFA). They create tailored investment strategies to help clients grow, protect,...
- Vienna, VA (16 miles from Manassas, VA)
- 6 days ago
- Vienna, VA (16 miles from Manassas, VA)
- 6 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....
Personal Banker Wilson and Adams
- Arlington, VA (22 miles from Manassas, VA)
- 6 days ago
- Arlington, VA (22 miles from Manassas, VA)
- 6 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....
- Reston, VA (15 miles from Manassas, VA)
- 7 days ago
- Reston, VA (15 miles from Manassas, VA)
- 7 days ago
Financial Advisor - Reston Reston, VA, United States (Hybrid) BE THE FIRST TO APPLY Job Description To provide financial consulting services to assist members and non-members with identifying...
- Arlington, VA (22 miles from Manassas, VA)
- 7 days ago
- Arlington, VA (22 miles from Manassas, VA)
- 7 days ago
About Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family...
Personal Banker Cascades Overlook Branch - Sterling, VA
- Sterling, VA (16 miles from Manassas, VA)
- 9 days ago
- Sterling, VA (16 miles from Manassas, VA)
- 9 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....
- Annandale, VA (15 miles from Manassas, VA)
- 9 days ago
- Annandale, VA (15 miles from Manassas, VA)
- 9 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Annandale, Virginia....
- Gainesville, VA (8 miles from Manassas, VA)
- 12 days ago
- Gainesville, VA (8 miles from Manassas, VA)
- 12 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....
Retail Personal Banker Associate II - Niles Oakton - Full Time
- Oakton, VA (12 miles from Manassas, VA)
- 15 days ago
- Oakton, VA (12 miles from Manassas, VA)
- 15 days ago
GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers....
Demographic Data for Manassas, VA
Moving to Manassas, VA? Find some basic demographic data about Manassas, VA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Manassas, VA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Manassas, 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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