Personal Banker Jobs in Jamestown, 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 Monticello Marketplace Branch
- Williamsburg, VA
- 4 days ago
- Williamsburg, VA
- 4 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....
Associate Bank Financial Advisor
- Hampton, VA (22 miles from Jamestown, VA)
- 7 days ago
- Hampton, VA (22 miles from Jamestown, VA)
- 7 days ago
About this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of...
Private Client Banker - Hampton Roads Market
- Williamsburg, VA
- 13 days ago
- Williamsburg, VA
- 13 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...
- Newport News, VA (19 miles from Jamestown, VA)
- 24 days ago
- Newport News, VA (19 miles from Jamestown, VA)
- 24 days ago
Financial Advisor Langley Federal Credit Union United States, Virginia, port s Jun 03, 2025 Description Job Summary: Help members and clients achieve their financial goals through personalized...
De Novo Personal Banker I - Walnut Creek (Hampton, GA)
- Hampton, VA (22 miles from Jamestown, VA)
- 45+ days ago
- Hampton, VA (22 miles from Jamestown, VA)
- 45+ days ago
As a De Novo Personal Banker, you are responsible for creating a great customer experience and growing a new branch from the ground up....
- Newport News, VA (19 miles from Jamestown, VA)
- 45+ days ago
- Newport News, VA (19 miles from Jamestown, VA)
- 45+ days ago
Education/Experience: High School Diploma or GED and 6 - 12 months of experience in banking as a Teller or Personal Banker or related field or an equivalent combination of education, training and experience...
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Jamestown, VA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Jamestown, 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
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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