Personal Banker Jobs in Richmond, 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.
BEGIN YOUR CAREER WITH NORTHWESTERN MUTUAL At Northwestern Mutual, Financial Professionals strive to understand their clients' financial objectives to put them on a path to achieve financial...
US EG Financial Advisor Region 033
- Ashland, VA (12 miles from Richmond, VA)
- 4 days ago
- Ashland, VA (12 miles from Richmond, VA)
- 4 days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
US EA Financial Advisor Region 131
- Ashland, VA (12 miles from Richmond, VA)
- 5 days ago
- Ashland, VA (12 miles from Richmond, VA)
- 5 days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across...
US EA Financial Advisor Region 365
- Ashland, VA (12 miles from Richmond, VA)
- 5 days ago
- Ashland, VA (12 miles from Richmond, VA)
- 5 days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across...
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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 - Atlee Station- Mechanicsville, VA
- Mechanicsville, VA (15 miles from Richmond, VA)
- 8 days ago
- Mechanicsville, VA (15 miles from Richmond, VA)
- 8 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...
US EG Financial Advisor Region 071
- Ashland, VA (12 miles from Richmond, VA)
- 12 days ago
- Ashland, VA (12 miles from Richmond, VA)
- 12 days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
US EA Financial Advisor Region 351
- Ashland, VA (12 miles from Richmond, VA)
- 15 days ago
- Ashland, VA (12 miles from Richmond, VA)
- 15 days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
US EA Financial Advisor Region 172
- Ashland, VA (12 miles from Richmond, VA)
- 18 days ago
- Ashland, VA (12 miles from Richmond, VA)
- 18 days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
US EG Financial Advisor Region 376
- Ashland, VA (12 miles from Richmond, VA)
- 30+ days ago
- Ashland, VA (12 miles from Richmond, VA)
- 30+ days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
Are you looking for a supportive, education focused environment to enhance your wealth management skillset?...
US EG Financial Advisor Region 186
- Ashland, VA (12 miles from Richmond, VA)
- 60+ days ago
- Ashland, VA (12 miles from Richmond, VA)
- 60+ days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across...
US EA Financial Advisor Region 246
- Ashland, VA (12 miles from Richmond, VA)
- 90+ days ago
- Ashland, VA (12 miles from Richmond, VA)
- 90+ days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
US EG Financial Advisor Region 375
- Ashland, VA (12 miles from Richmond, VA)
- 90+ days ago
- Ashland, VA (12 miles from Richmond, VA)
- 90+ days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
Demographic Data for Richmond, VA
Moving to Richmond, VA? Find some basic demographic data about Richmond, VA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Richmond, VA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Richmond, 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
- 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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