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.
- Ashburn, VA (19 miles from Manassas, VA)
- 1 day ago
- Ashburn, VA (19 miles from Manassas, VA)
- 1 day ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Herndon, VA (16 miles from Manassas, VA)
- 1 day ago
- Herndon, VA (16 miles from Manassas, VA)
- 1 day ago
Job Description: Overview The Financial Advisor provides investment advisory services for clients of Northwest Financial Advisors (NWFA). They create tailored investment strategies to help clients...
- Vienna, VA (16 miles from Manassas, VA)
- 6 days ago
- Vienna, VA (16 miles from Manassas, VA)
- 6 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
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....
Personal Banker - North Washington
- Alexandria, VA (22 miles from Manassas, VA)
- 7 days ago
- Alexandria, VA (22 miles from Manassas, VA)
- 7 days ago
As a Personal Banker in a Traditional Branch, you will strengthen customer relationships with a defined sales process....
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...
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 long-term...
- Fairfax, VA (8 miles from Manassas, VA)
- 8 days ago
- Fairfax, VA (8 miles from Manassas, VA)
- 8 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 (23 miles from Manassas, VA)
- 9 days ago
- Alexandria, VA (23 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....
Financial Advisor - PNC Investments
- Arlington, VA (22 miles from Manassas, VA)
- 11 days ago
- Arlington, VA (22 miles from Manassas, VA)
- 11 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 (8 miles from Manassas, VA)
- 14 days ago
- Gainesville, VA (8 miles from Manassas, VA)
- 14 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 (11 miles from Manassas, VA)
- 14 days ago
- Burke, VA (11 miles from Manassas, VA)
- 14 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 (23 miles from Manassas, VA)
- 14 days ago
- Alexandria, VA (23 miles from Manassas, VA)
- 14 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....
- Reston, VA (15 miles from Manassas, VA)
- 15 days ago
- Reston, VA (15 miles from Manassas, VA)
- 15 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 of...
US Experienced Financial Advisor
- Alexandria, VA (23 miles from Manassas, VA)
- 15 days ago
- Alexandria, VA (23 miles from Manassas, VA)
- 15 days ago
We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model....
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
- 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
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