Personal Banker Jobs in Portsmouth, 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.
De Novo Personal Banker II - Walnut Creek (Hampton, GA)
- Hampton, VA (14 miles from Portsmouth, VA)
- 19 hours ago
- Hampton, VA (14 miles from Portsmouth, VA)
- 19 hours ago
As a De Novo Personal Banker, you are responsible for creating a great customer experience and growing a new branch from the ground up....
De Novo Personal Banker I - Walnut Creek (Hampton, GA)
- Hampton, VA (14 miles from Portsmouth, VA)
- 19 hours ago
- Hampton, VA (14 miles from Portsmouth, VA)
- 19 hours ago
As a De Novo Personal Banker, you are responsible for creating a great customer experience and growing a new branch from the ground up....
Financial Advisor - North Hampton, NH
- Hampton, VA (14 miles from Portsmouth, VA)
- 3 days ago
- Hampton, VA (14 miles from Portsmouth, VA)
- 3 days ago
management business development techniques, products, services and overall industry....
- Newport News, VA (17 miles from Portsmouth, VA)
- 6 days ago
- Newport News, VA (17 miles from Portsmouth, VA)
- 6 days ago
Education/Experience: High School Diploma or GED and 6 - 12 months of experience in banking as a Teller or Personal Banker or related field or an equivalent combination of education, training and experience...
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- Virginia Beach, VA (21 miles from Portsmouth, VA)
- 11 days ago
- Virginia Beach, VA (21 miles from Portsmouth, VA)
- 11 days ago
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help...
- Chesapeake, VA (9 miles from Portsmouth, VA)
- 11 days ago
- Chesapeake, VA (9 miles from Portsmouth, VA)
- 11 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in the PNC Hampton Roads Retail Market....
- Norfolk, VA (4 miles from Portsmouth, VA)
- 18 days ago
- Norfolk, VA (4 miles from Portsmouth, VA)
- 18 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Interactive Specialist (Video Personal Banker)
- Virginia Beach, VA (21 miles from Portsmouth, VA)
- 28 days ago
- Virginia Beach, VA (21 miles from Portsmouth, VA)
- 28 days ago
Interactive Specialist Job Type: Full-Time Location: Virginia Beach, VA All of us at Chartway stand united in our strong culture of listening and learning. We treat people with respect, integrity,...
Financial Advisor - Virginia Beach, VA
- Virginia Beach, VA (21 miles from Portsmouth, VA)
- 60+ days ago
- Virginia Beach, VA (21 miles from Portsmouth, VA)
- 60+ days ago
Summary 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...
- Chesapeake, VA (9 miles from Portsmouth, VA)
- 90+ days ago
- Chesapeake, VA (9 miles from Portsmouth, VA)
- 90+ days ago
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
- Hampton, VA (14 miles from Portsmouth, VA)
- 45+ days ago
- Hampton, VA (14 miles from Portsmouth, VA)
- 45+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Financial Advisor - Old Point Bank and Trust
- Chesapeake, VA (9 miles from Portsmouth, VA)
- 60+ days ago
- Chesapeake, VA (9 miles from Portsmouth, VA)
- 60+ days ago
Financial Advisor - Old Point Bank and Trust Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This...
Financial Advisor - Old Point Bank and Trust
- Virginia Beach, VA (21 miles from Portsmouth, VA)
- 60+ days ago
- Virginia Beach, VA (21 miles from Portsmouth, VA)
- 60+ days ago
Financial Advisor Old Point Bank and Trust Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This...
Demographic Data for Portsmouth, VA
Moving to Portsmouth, VA? Find some basic demographic data about Portsmouth, VA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Portsmouth, VA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Portsmouth, 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
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Employee Development
- Interpersonal Skills
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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