Personal Banker Jobs in Mechanicsville, 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 Metro Richmond District
- Henrico, VA (5 miles from Mechanicsville, VA)
- 10 hours ago
- Henrico, VA (5 miles from Mechanicsville, VA)
- 10 hours 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 (Staples Mill Branch)
- Henrico, VA (5 miles from Mechanicsville, VA)
- 11 hours ago
- Henrico, VA (5 miles from Mechanicsville, VA)
- 11 hours ago
of business in order to identify/refer customer needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management) Uncover and provide solutions for lending...
- Richmond, VA (15 miles from Mechanicsville, VA)
- 1 day ago
- Richmond, VA (15 miles from Mechanicsville, VA)
- 1 day ago
Position: Financial Advisor Reports To: Director of Investment Services FLSA Status: Exempt Role Summary: This position is responsible for providing existing and prospective clients with...
US EG Financial Advisor Region 110
- Ashland, VA (16 miles from Mechanicsville, VA)
- 3 days ago
- Ashland, VA (16 miles from Mechanicsville, VA)
- 3 days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across...
- Richmond, VA (15 miles from Mechanicsville, VA)
- 3 days ago
- Richmond, VA (15 miles from Mechanicsville, VA)
- 3 days ago
At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Roving Personal Banker Richmond River District
- Richmond, VA (15 miles from Mechanicsville, VA)
- 11 days ago
- Richmond, VA (15 miles from Mechanicsville, VA)
- 11 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....
US EG Financial Advisor Region 019
- Ashland, VA (16 miles from Mechanicsville, VA)
- 17 days ago
- Ashland, VA (16 miles from Mechanicsville, VA)
- 17 days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across...
US EG Financial Advisor Region 321
- Ashland, VA (16 miles from Mechanicsville, VA)
- 17 days ago
- Ashland, VA (16 miles from Mechanicsville, VA)
- 17 days ago
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term...
- Glen Allen, VA (14 miles from Mechanicsville, VA)
- 19 days ago
- Glen Allen, VA (14 miles from Mechanicsville, VA)
- 19 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....
US EG Financial Advisor Region 261
- Ashland, VA (16 miles from Mechanicsville, VA)
- 20 days ago
- Ashland, VA (16 miles from Mechanicsville, VA)
- 20 days ago
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term...
- Richmond, VA (15 miles from Mechanicsville, VA)
- 20 days ago
- Richmond, VA (15 miles from Mechanicsville, VA)
- 20 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker - Ashton Square
- Richmond, VA (15 miles from Mechanicsville, VA)
- 26 days ago
- Richmond, VA (15 miles from Mechanicsville, VA)
- 26 days ago
As a Branch Banker within PNC's retail banking organization, you will be based in Raleigh, NC at the Ashton Square Branch....
- Richmond, VA (15 miles from Mechanicsville, VA)
- 26 days ago
- Richmond, VA (15 miles from Mechanicsville, VA)
- 26 days ago
The Personal Banker II provides customers with accurate information regarding the Bank's products and services, handle customer inquiries, and resolve customer complaints....
US EG Financial Advisor Region 129
- Ashland, VA (16 miles from Mechanicsville, VA)
- 27 days ago
- Ashland, VA (16 miles from Mechanicsville, VA)
- 27 days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across...
US EG Financial Advisor Region 211
- Ashland, VA (16 miles from Mechanicsville, VA)
- 28 days ago
- Ashland, VA (16 miles from Mechanicsville, VA)
- 28 days ago
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term...
Demographic Data for Mechanicsville, VA
Moving to Mechanicsville, VA? Find some basic demographic data about Mechanicsville, VA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Mechanicsville, VA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Mechanicsville, 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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