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.
We are seeking an experienced Deputy Customer Relationship Manager to support a complex IT operations program within the U.S. Department of Justice (DOJ). This on-site role supports day-to-day...
Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA....
Private Client Banker - Chevy Chase Connecticut Ave - Washington, DC
- Washington, DC
- 9 days ago
- Washington, DC
- 9 days ago
JobID: 210617616 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-04-15T14:55:54+00:00 JobShift: Base Pay/Salary: Washington,DC $25.00-$30.29 You have a passion for taking...
Private Client Banker - Dupont Circle - Washington, DC
- Washington, DC
- 10 days ago
- Washington, DC
- 10 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...
Roving Personal Banker - DC Capitol Hill District
- Washington, DC
- 15 days ago
- Washington, DC
- 15 days ago
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....
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers....
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
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....
FusionTek is a Managed Service Provider with offices in Kirkland, WA, Federal Way, WA, Washington, DC, and Tampa, FL. We're a tight-knit team of friendly, intelligent people focused on IT...
At 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 WorkPersonal Banker SAFE Act Metro Square WASHINGTON
- Washington, DC
- 45+ days ago
- Washington, DC
- 45+ days ago
Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA....
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Financial Advisor - Washington, DC/Northern VA
- Washington, DC
- 90+ days ago
- Washington, DC
- 90+ days ago
Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them...
Remote WorkDemographic 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
- 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
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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