Personal Banker Jobs in Washington, DC
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.
- McLean, VA (7 miles from Washington, DC)
- 1 hour ago
- McLean, VA (7 miles from Washington, DC)
- 1 hour 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 - Apple Financial Services
- Fairfax, VA (22 miles from Washington, DC)
- 1 day ago
- Fairfax, VA (22 miles from Washington, DC)
- 1 day ago
Why Work at Apple FCU At Apple Federal Credit Union, we’re more than a financial institution; we’re a community-focused organization powered by passionate people. With 24 branches across Northern...
Patient Financial Advisor I (Hybrid), Day Shift, Patient Financial Servies
- Gaithersburg, MD (18 miles from Washington, DC)
- 2 days ago
- Gaithersburg, MD (18 miles from Washington, DC)
- 2 days ago
Support Center If you are a current Adventist HealthCare employee, please click this link to apply through your Workday account. Adventist HealthCare seeks to hire an experienced Patient Financial...
Personal Banker Cooper Center Branch - Alexandria, VA
- Alexandria, VA (5 miles from Washington, DC)
- 3 days ago
- Alexandria, VA (5 miles from Washington, DC)
- 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 - West Springfield
- Springfield, VA (13 miles from Washington, DC)
- 3 days ago
- Springfield, VA (13 miles from Washington, DC)
- 3 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Springfield, Virginia....
Financial Advisor - Northern New Jersey
- Woodbridge, VA (22 miles from Washington, DC)
- 3 days ago
- Woodbridge, VA (22 miles from Washington, DC)
- 3 days ago
Thrivent Financial Advisor 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...
Financial Advisor - Washington, DC and Northern VA
- Alexandria, VA (5 miles from Washington, DC)
- 3 days ago
- Alexandria, VA (5 miles from Washington, DC)
- 3 days ago
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 center of...
Financial Advisor - Columbia, MD and Surrounding
- Bowie, MD (17 miles from Washington, DC)
- 3 days ago
- Bowie, MD (17 miles from Washington, DC)
- 3 days ago
Thrivent Financial Advisor 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...
Financial Advisor - Montgomery, Frederick and Washington County MD
- Rockville, MD (14 miles from Washington, DC)
- 3 days ago
- Rockville, MD (14 miles from Washington, DC)
- 3 days ago
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 center of...
Personal Banker - West Springfield
- Springfield, VA (14 miles from Washington, DC)
- 4 days ago
- Springfield, VA (14 miles from Washington, DC)
- 4 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Springfield, Virginia....
As a Personal Banker within PNC's Retail Bank organization, you will be based in Washington, DC....
- Gaithersburg, MD (18 miles from Washington, DC)
- 4 days ago
- Gaithersburg, MD (18 miles from Washington, DC)
- 4 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Gaithersburg, MD. Bilingual Spanish speaking candidate preferred....
Patient Financial Advisor (HYBRID), Day Shift, Eligibility and Financial Clearance
- Gaithersburg, MD (18 miles from Washington, DC)
- 4 days ago
- Gaithersburg, MD (18 miles from Washington, DC)
- 4 days ago
Support Center If you are a current Adventist HealthCare employee, please click this link to apply through your Workday account. Adventist Healthcare seeks to hire an experienced Patient Financial...
As a Personal Banker within PNC's retail organization, you will be based in Washington, DC....
Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility and access to new customers....
Remote WorkDemographic Data for Washington, DC
Moving to Washington, DC? Find some basic demographic data about Washington, DC below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Washington, DC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Washington, DC offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Lending
- Consumer Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Closing
- Retail
- Business Development
- Math
- Customer Relations
- High School Diploma
- Written Communication
- Telephone Skills
- Interpersonal Skills
- Reporting
- Policy Development
- Coaching
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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