Personal Banker Jobs in District of Columbia
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.
As a Personal Banker within PNC's retail organization, you will be based in Washington, DC....
As a Personal Banker within PNC's Retail Bank organization, you will be based in Washington, DC....
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 WorkAt Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote WorkManagement Group Identify potential existing Brokerage customers to initiate additional sales by actively "account managing" and refer customers with banking needs to retail banking partners Perform...
2026 January Financial Advisor Development Program - Washington DC
- Washington, DC
- 23 days ago
- Washington, DC
- 23 days ago
A background in business administration, wealth management, financial planning, or finance is preferred....
Project Manager-Federal Financial Advisor/ TS Clearance
- Washington, DC
- 30+ days ago
- Washington, DC
- 30+ days ago
Chevo is hiring an experienced Project Manager / WCF Financial Advisor to join our expanding firm. This position provides the opportunity for significant client interaction by learning the...
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Demographic Data for District of Columbia
Moving to District of Columbia? Find some basic demographic data about District of Columbia below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in District of Columbia
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in District of Columbia 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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