Personal Banker Jobs in Glen Allen, 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.
US EA Financial Advisor Region 192
- Ashland, VA (6 miles from Glen Allen, VA)
- 3 hours ago
- Ashland, VA (6 miles from Glen Allen, VA)
- 3 hours ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500ยน company where people come first. With over 9 million clients and 20,000 financial advisors across...
- Richmond, VA (6 miles from Glen Allen, VA)
- 1 day ago
- Richmond, VA (6 miles from Glen Allen, VA)
- 1 day ago
Through its relationship with CUSO Financial Services, L. P. (CFS) Argent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around...
US Experienced Financial Advisor
- Richmond, VA (6 miles from Glen Allen, VA)
- 1 day ago
- Richmond, VA (6 miles from Glen Allen, VA)
- 1 day 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...
Financial Advisor - Richmond and surrounding area
- Richmond, VA (6 miles from Glen Allen, VA)
- 1 day ago
- Richmond, VA (6 miles from Glen Allen, VA)
- 1 day ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Associate Client Relationship Manager
- Midlothian, VA (18 miles from Glen Allen, VA)
- 3 days ago
- Midlothian, VA (18 miles from Glen Allen, VA)
- 3 days ago
Job Summary: Actively supports the sales process within an account management team, while ensuring the consistent application of processes, objectives, goals, and policies to achieve the corporate...
Boots to Banking Personal Banker Richmond, VA
- Richmond, VA (6 miles from Glen Allen, VA)
- 7 days ago
- Richmond, VA (6 miles from Glen Allen, 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....
Boots to Banking Personal Banker Ricmond VA
- Richmond, VA (6 miles from Glen Allen, VA)
- 7 days ago
- Richmond, VA (6 miles from Glen Allen, 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 Richmond River
- Midlothian, VA (18 miles from Glen Allen, VA)
- 9 days ago
- Midlothian, VA (18 miles from Glen Allen, VA)
- 9 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....
Consumer Personal Banker (Willow Lawn Branch)
- Richmond, VA (6 miles from Glen Allen, VA)
- 10 days ago
- Richmond, VA (6 miles from Glen Allen, VA)
- 10 days ago
This position is responsible for providing a best in class customer experience while assisting new and existing customers through needs based conversations and providing appropriate solutions to...
- Richmond, VA (6 miles from Glen Allen, VA)
- 13 days ago
- Richmond, VA (6 miles from Glen Allen, VA)
- 13 days ago
management services....
- Midlothian, VA (18 miles from Glen Allen, VA)
- 18 days ago
- Midlothian, VA (18 miles from Glen Allen, VA)
- 18 days ago
Overview The Wealth Management Client Relationship Manager (CRMI) is responsible for providing comprehensive support and proactivity to the C&F community, to include clients, C&F Wealth Management Advisors...
US EG Financial Advisor Region 033
- Ashland, VA (6 miles from Glen Allen, VA)
- 30+ days ago
- Ashland, VA (6 miles from Glen Allen, VA)
- 30+ days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
US EA Financial Advisor Region 131
- Ashland, VA (6 miles from Glen Allen, VA)
- 30+ days ago
- Ashland, VA (6 miles from Glen Allen, VA)
- 30+ days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500ยน company where people come first. With over 9 million clients and 20,000 financial advisors across...
US EA Financial Advisor Region 365
- Ashland, VA (6 miles from Glen Allen, VA)
- 30+ days ago
- Ashland, VA (6 miles from Glen Allen, VA)
- 30+ days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500ยน company where people come first. With over 9 million clients and 20,000 financial advisors across...
US EA Financial Advisor Region 351
- Ashland, VA (6 miles from Glen Allen, VA)
- 45+ days ago
- Ashland, VA (6 miles from Glen Allen, VA)
- 45+ days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
Demographic Data for Glen Allen, VA
Moving to Glen Allen, VA? Find some basic demographic data about Glen Allen, VA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Glen Allen, VA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Glen Allen, 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
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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