Personal Banker Jobs in Herndon, 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.
- Takoma Park, MD (20 miles from Herndon, VA)
- 3 hours ago
- Takoma Park, MD (20 miles from Herndon, VA)
- 3 hours ago
This job posting is anticipated to remain open for 30 days, from 14-Aug-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Roving Personal Banker -District Heights-Waldorf Area
- Oxon Hill, MD (23 miles from Herndon, VA)
- 1 day ago
- Oxon Hill, MD (23 miles from Herndon, VA)
- 1 day 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....
- Hyattsville, MD (24 miles from Herndon, VA)
- 1 day ago
- Hyattsville, MD (24 miles from Herndon, 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....
- Washington, DC (19 miles from Herndon, VA)
- 2 days ago
- Washington, DC (19 miles from Herndon, 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....
- Washington, DC (19 miles from Herndon, VA)
- 2 days ago
- Washington, DC (19 miles from Herndon, VA)
- 2 days ago
We are seeking a proactive and client-focused Associate Financial Advisor to join our growing financial advisory team. In this role, you will be responsible for developing new business, building...
Independent Financial Advisor- Hybrid or Remote
- Washington, DC (19 miles from Herndon, VA)
- 2 days ago
- Washington, DC (19 miles from Herndon, VA)
- 2 days ago
The grass truly is greener as an independent business ownerbut independence doesnt mean going it alone. Our team is here to support you, with a full-time compliance officer, a CFA charter-holding...
Financial Advisor (Contract) - Manassas, VA
- Manassas, VA (16 miles from Herndon, VA)
- 2 days ago
- Manassas, VA (16 miles from Herndon, VA)
- 2 days ago
Financial Advisor (Contract) Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with...
Patient Financial Advisor, Day Shift, Rehabilitation
- Rockville, MD (14 miles from Herndon, VA)
- 3 days ago
- Rockville, MD (14 miles from Herndon, VA)
- 3 days ago
Adventist Rehabilitation - Rockville If you are a current Adventist HealthCare employee, please click this link to apply through your Workday account. Adventist HealthCare seeks to hire an...
- Washington, DC (19 miles from Herndon, VA)
- 3 days ago
- Washington, DC (19 miles from Herndon, VA)
- 3 days ago
Leveraging Technology, Proactive Sales Competencies Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending...
- Lake Ridge, VA (21 miles from Herndon, VA)
- 5 days ago
- Lake Ridge, VA (21 miles from Herndon, VA)
- 5 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Merrill Experienced Financial Advisor Merrill Experienced Financial Advisor
- North Bethesda, MD (14 miles from Herndon, VA)
- 6 days ago
- North Bethesda, MD (14 miles from Herndon, VA)
- 6 days ago
Merrill Experienced Financial Advisor Bank of America 3.2 ( ) Multiple Locations Why you should apply for a job to Bank of America : Ranked as one of the 57% say women are treated fairly and...
Personal Banker Personal Banker
- Potomac, MD (7 miles from Herndon, VA)
- 6 days ago
- Potomac, MD (7 miles from Herndon, VA)
- 6 days ago
Personal Banker PNC Financial Services Group 3.6 ( ) Potomac, MD Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive management 73% say women are...
- Sterling, VA (2 miles from Herndon, VA)
- 6 days ago
- Sterling, VA (2 miles from Herndon, VA)
- 6 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Haymarket, VA (16 miles from Herndon, VA)
- 6 days ago
- Haymarket, VA (16 miles from Herndon, VA)
- 6 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Ashburn, VA (7 miles from Herndon, VA)
- 6 days ago
- Ashburn, VA (7 miles from Herndon, VA)
- 6 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Demographic Data for Herndon, VA
Moving to Herndon, VA? Find some basic demographic data about Herndon, VA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Herndon, VA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Herndon, VA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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