Personal Banker Jobs in Leesburg, 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- Fairfax Banking Office
- Fairfax, VA (14 miles from Leesburg, VA)
- 1 day ago
- Fairfax, VA (14 miles from Leesburg, VA)
- 1 day ago
banking, cash management and trust and wealth management....
Financial Advisor - Centreville
- Centreville, VA (15 miles from Leesburg, VA)
- 4 days ago
- Centreville, VA (15 miles from Leesburg, VA)
- 4 days ago
To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion...
Maryland/Capitol Area- Personal Banker SAFE Act - B10
- Gaithersburg, MD (23 miles from Leesburg, VA)
- 12 days ago
- Gaithersburg, MD (23 miles from Leesburg, VA)
- 12 days ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
Personal Banker Cascades Overlook
- Sterling, VA (9 miles from Leesburg, VA)
- 13 days ago
- Sterling, VA (9 miles from Leesburg, VA)
- 13 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....
- Gainesville, VA (16 miles from Leesburg, VA)
- 19 days ago
- Gainesville, VA (16 miles from Leesburg, VA)
- 19 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Gainesville, Virginia....
Personal Banker Bilingual Reston
- Reston, VA (15 miles from Leesburg, VA)
- 20 days ago
- Reston, VA (15 miles from Leesburg, VA)
- 20 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 Prince William North District
- Manassas, VA (20 miles from Leesburg, VA)
- 21 days ago
- Manassas, VA (20 miles from Leesburg, VA)
- 21 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 Banker SAFE Act Gaithersburg
- Gaithersburg, MD (23 miles from Leesburg, VA)
- 30+ days ago
- Gaithersburg, MD (23 miles from Leesburg, VA)
- 30+ days ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
Merrill Experienced Financial Advisor
- Vienna, VA (23 miles from Leesburg, VA)
- 30+ days ago
- Vienna, VA (23 miles from Leesburg, VA)
- 30+ 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 (14 miles from Leesburg, VA)
- 30+ days ago
- Fairfax, VA (14 miles from Leesburg, VA)
- 30+ 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...
Patient Financial Advisor, (Hybrid), Day Shift, Surgical Scheduler
- Gaithersburg, MD (23 miles from Leesburg, VA)
- 45+ days ago
- Gaithersburg, MD (23 miles from Leesburg, VA)
- 45+ days ago
Support Center If you are a current Adventist HealthCare employee, please click this link to apply through your Workday account. Adventist Healthcare seeks to hire an experienced Patient Financial...
- Potomac, MD (19 miles from Leesburg, VA)
- 45+ days ago
- Potomac, MD (19 miles from Leesburg, VA)
- 45+ days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Potomac, MD....
- Herndon, VA (12 miles from Leesburg, VA)
- 60+ days ago
- Herndon, VA (12 miles from Leesburg, VA)
- 60+ days ago
Overview The Financial Advisor provides investment advisory services for clients of Northwest Financial Advisors (NWFA). They create tailored investment strategies to help clients grow, protect,...
Patient Financial Advisor (HYBRID), Day Shift, Ancillary/Diagnostic Scheduler
- Gaithersburg, MD (23 miles from Leesburg, VA)
- 60+ days ago
- Gaithersburg, MD (23 miles from Leesburg, VA)
- 60+ days ago
Support Center If you are a current Adventist HealthCare employee, please click this link to apply through your Workday account. Adventist Healthcare seeks to hire an experienced Patient Financial...
Patient Financial Advisor III / Lead, Day Shift, Patient Customer Service
- Rockville, MD (24 miles from Leesburg, VA)
- 60+ days ago
- Rockville, MD (24 miles from Leesburg, VA)
- 60+ days ago
Support Center If you are a current Adventist HealthCare employee, please click this link to apply through your Workday account. Adventist HealthCare seeks to hire an experienced Patient Financial...
Demographic Data for Leesburg, VA
Moving to Leesburg, VA? Find some basic demographic data about Leesburg, VA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Leesburg, VA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Leesburg, 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
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- Business Development
- High School Diploma
- Written Communication
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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