Personal Banker Jobs in Dumfries, 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.
Financial Advisor - Career Change Opportunity
- Fredericksburg, VA (21 miles from Dumfries, VA)
- 1 day ago
- Fredericksburg, VA (21 miles from Dumfries, VA)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 10-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Private Client Banker - Greater Virginia - Fredericksburg, VA
- Fredericksburg, VA (21 miles from Dumfries, VA)
- 19 hours ago
- Fredericksburg, VA (21 miles from Dumfries, VA)
- 19 hours 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...
- Fairfax, VA (23 miles from Dumfries, VA)
- 2 days ago
- Fairfax, VA (23 miles from Dumfries, VA)
- 2 days ago
management services....
- Woodbridge, VA (4 miles from Dumfries, VA)
- 3 days ago
- Woodbridge, VA (4 miles from Dumfries, VA)
- 3 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Woodbridge, VA....
Associate Personal Banker (SAFE) - Ballston Metro
- Arlington, VA (24 miles from Dumfries, VA)
- 3 days ago
- Arlington, VA (24 miles from Dumfries, VA)
- 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....
US Experienced Financial Advisor
- Arlington, VA (24 miles from Dumfries, VA)
- 3 days ago
- Arlington, VA (24 miles from Dumfries, VA)
- 3 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...
Personal Banker Greater Frederickburg
- Stafford, VA (13 miles from Dumfries, VA)
- 7 days ago
- Stafford, VA (13 miles from Dumfries, VA)
- 7 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 Roving Arlington District
- Falls Church, VA (22 miles from Dumfries, VA)
- 10 days ago
- Falls Church, VA (22 miles from Dumfries, VA)
- 10 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....
- Vienna, VA (22 miles from Dumfries, VA)
- 11 days ago
- Vienna, VA (22 miles from Dumfries, VA)
- 11 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Financial Advisor - Alexandria VA
- Alexandria, VA (21 miles from Dumfries, VA)
- 12 days ago
- Alexandria, VA (21 miles from Dumfries, VA)
- 12 days ago
Management 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...
Merrill Experienced Financial Advisor
- Vienna, VA (22 miles from Dumfries, VA)
- 16 days ago
- Vienna, VA (22 miles from Dumfries, VA)
- 16 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....
- Fairfax, VA (23 miles from Dumfries, VA)
- 17 days ago
- Fairfax, VA (23 miles from Dumfries, VA)
- 17 days ago
Why Join Apple? 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...
Financial Advisor - Fredericksburg, VA
- Fredericksburg, VA (21 miles from Dumfries, VA)
- 19 days ago
- Fredericksburg, VA (21 miles from Dumfries, VA)
- 19 days ago
Financial Advisor - Fredericksburg, VA Fredericksburg, VA, United States (Hybrid) Job Description To provide financial consulting services to assist members and non-members with identifying their...
Private Client Banker - Gainesville At Stonewall - Gainesville, VA
- Gainesville, VA (24 miles from Dumfries, VA)
- 30+ days ago
- Gainesville, VA (24 miles from Dumfries, VA)
- 30+ 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...
- Fredericksburg, VA (21 miles from Dumfries, VA)
- 30+ days ago
- Fredericksburg, VA (21 miles from Dumfries, VA)
- 30+ days ago
Shore United Bank is seeking a full-time Personal Banker to join our team. A Personal Banker is responsible for assisting clients in managing their bank accounts and finances....
Demographic Data for Dumfries, VA
Moving to Dumfries, VA? Find some basic demographic data about Dumfries, VA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Dumfries, VA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Dumfries, 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
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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