Personal Banker Jobs in Mclean, 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
- Olney, MD (15 miles from Mclean, VA)
- 3 days ago
- Olney, MD (15 miles from Mclean, VA)
- 3 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 29-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Patient Financial Advisor, Day Shift, Rehabilitation
- Rockville, MD (10 miles from Mclean, VA)
- 4 hours ago
- Rockville, MD (10 miles from Mclean, VA)
- 4 hours 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...
As a Personal Banker within PNC's retail organization, you will be based in McLean, VA....
- Arlington, VA (4 miles from Mclean, VA)
- 1 day ago
- Arlington, VA (4 miles from Mclean, VA)
- 1 day 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...
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Financial Advisor - Paid Training Provided
- Olney, MD (15 miles from Mclean, VA)
- 1 day ago
- Olney, MD (15 miles from Mclean, VA)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 29-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Private Client Banker - Greater Virginia - Manassas, VA
- Manassas, VA (20 miles from Mclean, VA)
- 2 days ago
- Manassas, VA (20 miles from Mclean, VA)
- 2 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...
Financial Advisor - Wealth Management
- Bethesda, MD (4 miles from Mclean, VA)
- 3 days ago
- Bethesda, MD (4 miles from Mclean, VA)
- 3 days ago
management or financial planning with demonstrated ability to develop and manage plans and client relationships at many levels CFP designation highly preferred, or intention to obtain CFP designation...
- Alexandria, VA (9 miles from Mclean, VA)
- 3 days ago
- Alexandria, VA (9 miles from Mclean, VA)
- 3 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 (9 miles from Mclean, VA)
- 3 days ago
- Alexandria, VA (9 miles from Mclean, VA)
- 3 days ago
As a Personal Banker in a Traditional Branch, you will strengthen customer relationships with a defined sales process....
- Herndon, VA (12 miles from Mclean, VA)
- 3 days ago
- Herndon, VA (12 miles from Mclean, VA)
- 3 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 (4 miles from Mclean, VA)
- 3 days ago
- Vienna, VA (4 miles from Mclean, VA)
- 3 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 (4 miles from Mclean, VA)
- 3 days ago
- Arlington, VA (4 miles from Mclean, VA)
- 3 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 (9 miles from Mclean, VA)
- 4 days ago
- Reston, VA (9 miles from Mclean, VA)
- 4 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...
- Olney, MD (15 miles from Mclean, VA)
- 4 days ago
- Olney, MD (15 miles from Mclean, VA)
- 4 days ago
This job posting is anticipated to remain open for 30 days, from 29-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Arlington, VA (4 miles from Mclean, VA)
- 4 days ago
- Arlington, VA (4 miles from Mclean, VA)
- 4 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...
Demographic Data for Mclean, VA
Moving to Mclean, VA? Find some basic demographic data about Mclean, VA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Mclean, VA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Mclean, 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
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- 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
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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