Personal Banker Jobs in Clifton, 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.
Personal Banker - Burke Centre
- Burke, VA (6 miles from Clifton, VA)
- 13 hours ago
- Burke, VA (6 miles from Clifton, VA)
- 13 hours ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Burke, Virginia....
- Woodbridge, VA (12 miles from Clifton, VA)
- 1 day ago
- Woodbridge, VA (12 miles from Clifton, VA)
- 1 day ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Woodbridge, VA. Bilingual Spanish Speaking candidate preferred....
Roving Personal Banker - Alexandria District
- Arlington, VA (17 miles from Clifton, VA)
- 3 days ago
- Arlington, VA (17 miles from Clifton, VA)
- 3 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....
Personal Financial Representative
- Washington, DC (20 miles from Clifton, VA)
- 4 days ago
- Washington, DC (20 miles from Clifton, VA)
- 4 days ago
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 Work- Cabin John, MD (18 miles from Clifton, VA)
- 4 days ago
- Cabin John, MD (18 miles from Clifton, VA)
- 4 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Potomac, MD....
US Experienced Financial Advisor
- Arlington, VA (17 miles from Clifton, VA)
- 4 days ago
- Arlington, VA (17 miles from Clifton, VA)
- 4 days ago
We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model....
Personal Banker Bilingual Roving Prince William North District
- Chantilly, VA (8 miles from Clifton, VA)
- 5 days ago
- Chantilly, VA (8 miles from Clifton, VA)
- 5 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....
- Washington, DC (20 miles from Clifton, VA)
- 6 days ago
- Washington, DC (20 miles from Clifton, VA)
- 6 days ago
As a Personal Banker within PNC's retail organization, you will be based in Washington, DC....
Personal Banker - Lee and Nutley
- Fairfax, VA (8 miles from Clifton, VA)
- 6 days ago
- Fairfax, VA (8 miles from Clifton, VA)
- 6 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Fairfax, Virginia. Bilingual Spanish preferred....
Personal Banker - Lee and Nutley
- Fairfax, VA (8 miles from Clifton, VA)
- 6 days ago
- Fairfax, VA (8 miles from Clifton, VA)
- 6 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Fairfax, Virginia. Bilingual Spanish preferred....
Financial Advisor - PNC Investments
- Rockville, MD (24 miles from Clifton, VA)
- 6 days ago
- Rockville, MD (24 miles from Clifton, VA)
- 6 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
- Washington, DC (20 miles from Clifton, VA)
- 7 days ago
- Washington, DC (20 miles from Clifton, VA)
- 7 days ago
As a Personal Banker within PNC's retail organization, you will be based in Washington, DC....
Private Client Banker - Ashburn - Ashburn, VA
- Ashburn, VA (19 miles from Clifton, VA)
- 7 days ago
- Ashburn, VA (19 miles from Clifton, VA)
- 7 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...
Private Client Banker - Virginia Metro - Sterling, VA
- Sterling, VA (16 miles from Clifton, VA)
- 7 days ago
- Sterling, VA (16 miles from Clifton, VA)
- 7 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...
Personal Financial Representative-DC
- Washington, DC (20 miles from Clifton, VA)
- 8 days ago
- Washington, DC (20 miles from Clifton, VA)
- 8 days ago
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 WorkDemographic Data for Clifton, VA
Moving to Clifton, VA? Find some basic demographic data about Clifton, VA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Clifton, VA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Clifton, 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
- Retirement Planning
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- BSA
- Account Maintenance
- 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
- Math
- Listening
- Retail
- Business Development
- Customer Relations
- High School Diploma
- Written Communication
- Telephone Skills
- Reporting
- Policy Development
- Coaching
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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