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 SAFE Act - VIENNA VA
- Vienna, VA (23 miles from Leesburg, VA)
- 7 hours ago
- Vienna, VA (23 miles from Leesburg, VA)
- 7 hours 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....
Bilingual Personal Banker - Fox Mill
- Herndon, VA (12 miles from Leesburg, VA)
- 1 day ago
- Herndon, VA (12 miles from Leesburg, 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....
- Fairfax, VA (14 miles from Leesburg, VA)
- 2 days ago
- Fairfax, VA (14 miles from Leesburg, VA)
- 2 days ago
Why Work at Apple FCU At Apple Federal Credit Union, we re more than a Credit Union, we re a community-focused organization powered by passionate people. With 24 branches across Northern Virginia...
Personal Banker- Main and Judicial
- Fairfax, VA (14 miles from Leesburg, VA)
- 12 days ago
- Fairfax, VA (14 miles from Leesburg, VA)
- 12 days ago
As a Personal Banker within PNC's retail organization, you will be based in Fairfax, VA....
Personal Banker- Main and Judicial
- Fairfax, VA (20 miles from Leesburg, VA)
- 13 days ago
- Fairfax, VA (20 miles from Leesburg, VA)
- 13 days ago
As a Personal Banker within PNC's retail organization, you will be based in Fairfax, VA....
Financial Advisor (Contract) - Manassas, VA
- Manassas, VA (20 miles from Leesburg, VA)
- 16 days ago
- Manassas, VA (20 miles from Leesburg, VA)
- 16 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 (24 miles from Leesburg, VA)
- 16 days ago
- Rockville, MD (24 miles from Leesburg, VA)
- 16 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...
- Sterling, VA (9 miles from Leesburg, VA)
- 20 days ago
- Sterling, VA (9 miles from Leesburg, VA)
- 20 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Rockville, MD (24 miles from Leesburg, VA)
- 29 days ago
- Rockville, MD (24 miles from Leesburg, VA)
- 29 days ago
As a Personal Banker within PNC's Retail Rockville, MD. Bilingual Spanish speaking candidate preferred....
Financial Advisor - Germantown, MD
- Germantown, MD (17 miles from Leesburg, VA)
- 30+ days ago
- Germantown, MD (17 miles from Leesburg, VA)
- 30+ days ago
Financial Advisor 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 clients,...
Financial Advisor - Apple Financial Services
- Fairfax, VA (14 miles from Leesburg, VA)
- 30+ days ago
- Fairfax, VA (14 miles from Leesburg, VA)
- 30+ days ago
Why Work at Apple FCU 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 I (Hybrid), Day Shift, Patient Financial Servies
- Gaithersburg, MD (23 miles from Leesburg, VA)
- 30+ days ago
- Gaithersburg, MD (23 miles from Leesburg, VA)
- 30+ 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...
Financial Advisor - Washington, DC and Northern VA
- Reston, VA (15 miles from Leesburg, VA)
- 30+ days ago
- Reston, VA (15 miles from Leesburg, VA)
- 30+ days 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...
Financial Advisor - Montgomery, Frederick and Washington County MD
- Rockville, MD (24 miles from Leesburg, VA)
- 30+ days ago
- Rockville, MD (24 miles from Leesburg, VA)
- 30+ days 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...
- Gaithersburg, MD (23 miles from Leesburg, VA)
- 30+ days ago
- Gaithersburg, MD (23 miles from Leesburg, VA)
- 30+ days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Gaithersburg, MD. Bilingual Spanish speaking candidate preferred....
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
- Outside Sales
- Personal Banker
- Consultative Sales
- Flexibility
- Retail Banking
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- 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
- Business Development
- Retail
- Math
- Customer Relations
- High School Diploma
- 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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