Personal Banker Jobs in Virginia
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.
The Associate Financial Advisor partners with Financial Advisors in managing and developing client relationships. The Associate Financial Advisor assists with preparing financial plans for clients...
Our Financial Advisors help clients accomplish their objectives by assessing financial situations, developing and presenting financial strategies and plans, providing solutions for their...
Consumer Personal Banker (South Boston Branch)
- South Boston, VA
- 20 hours ago
- South Boston, VA
- 20 hours ago
This position is responsible for providing a best in class customer experience while assisting new and existing customers through needs based conversations and providing appropriate solutions to...
Financial Advisor - Old Point Bank and Trust
- Chesapeake, VA
- 20 hours ago
- Chesapeake, VA
- 20 hours 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
- 1 day ago
- Virginia Beach, VA
- 1 day 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...
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
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...
Banker job family....
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Private Client Banker - Greenbrier Market Place- Chesapeake, VA
- Chesapeake, VA
- 3 days ago
- Chesapeake, VA
- 3 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...
Associate Personal Banker - Celebrate Virginia Branch
- Fredericksburg, VA
- 3 days ago
- Fredericksburg, 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....
Associate Personal Banker College Park Branch
- Virginia Beach, VA
- 5 days ago
- Virginia Beach, VA
- 5 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....
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
As a Personal Banker in a Traditional Branch, you will strengthen customer relationships with a defined sales process....
Job Summary The Financial Advisor offers appropriate investment products to existing and prospective clients and provides ongoing service to all existing clients. They are responsible for...
Demographic Data for Virginia
Moving to Virginia? Find some basic demographic data about Virginia below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Virginia
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Virginia 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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Here are some other career titles that require similar skills
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