Personal Banker Jobs in Arlington, 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.
Pinecrest Associate Personal Banker - Alexandria, VA
- Alexandria, VA (5 miles from Arlington, VA)
- 3 hours ago
- Alexandria, VA (5 miles from Arlington, VA)
- 3 hours 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....
- Takoma Park, MD (8 miles from Arlington, VA)
- 16 hours ago
- Takoma Park, MD (8 miles from Arlington, VA)
- 16 hours ago
This job posting is anticipated to remain open for 30 days, from 26-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor - Career Change Opportunity
- Takoma Park, MD (8 miles from Arlington, VA)
- 1 day ago
- Takoma Park, MD (8 miles from Arlington, VA)
- 1 day ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 26-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Associate Personal Banker Congressional Branch Plaza
- Rockville, MD (13 miles from Arlington, VA)
- 1 day ago
- Rockville, MD (13 miles from Arlington, VA)
- 1 day 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....
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Financial Advisor - Springfield
- Springfield, VA (11 miles from Arlington, VA)
- 1 day ago
- Springfield, VA (11 miles from Arlington, VA)
- 1 day ago
Overview To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the...
Associate Personal Banker - Falls Church
- Falls Church, VA (3 miles from Arlington, VA)
- 2 days ago
- Falls Church, VA (3 miles from Arlington, VA)
- 2 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....
Bilingual Spanish Associate Personal Banker - Barcroft
- Arlington, VA
- 2 days ago
- Arlington, VA
- 2 days ago
About this role: Wells Fargo is seeking a Bilingual Spanish Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Oxon Hill, MD (7 miles from Arlington, VA)
- 3 days ago
- Oxon Hill, MD (7 miles from Arlington, VA)
- 3 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Oxon Hill, Maryland....
Maryland/Capitol Area- Personal Banker SAFE Act - B10
- Gaithersburg, MD (18 miles from Arlington, VA)
- 4 days ago
- Gaithersburg, MD (18 miles from Arlington, VA)
- 4 days ago
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....
Merrill Market Client Relationship Manager
- North Bethesda, MD (11 miles from Arlington, VA)
- 5 days ago
- North Bethesda, MD (11 miles from Arlington, VA)
- 5 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Personal Banker Cascades Overlook
- Sterling, VA (19 miles from Arlington, VA)
- 5 days ago
- Sterling, VA (19 miles from Arlington, 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....
Financial Advisor Opportunities for Licensed Professionals
- Rockville, MD (13 miles from Arlington, VA)
- 7 days ago
- Rockville, MD (13 miles from Arlington, VA)
- 7 days ago
time management skills + Ability to travel within assigned market to meet prospects, clients and partners five days a week + Ability to commute within assigned territory + Strong understanding of wealth...
- Annandale, VA (7 miles from Arlington, VA)
- 9 days ago
- Annandale, VA (7 miles from Arlington, VA)
- 9 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Annandale, Virginia....
Personal Banker - Shepherd Park
- Washington, DC (3 miles from Arlington, VA)
- 11 days ago
- Washington, DC (3 miles from Arlington, VA)
- 11 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Washington, DC....
Personal Banker Bilingual Reston
- Reston, VA (14 miles from Arlington, VA)
- 12 days ago
- Reston, VA (14 miles from Arlington, VA)
- 12 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....
Demographic Data for Arlington, VA
Moving to Arlington, VA? Find some basic demographic data about Arlington, VA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Arlington, VA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Arlington, VA 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
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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