Personal Banker Jobs in Portsmouth, 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.
Financial Advisor - North Hampton, NH
- Hampton, VA (14 miles from Portsmouth, VA)
- 5 days ago
- Hampton, VA (14 miles from Portsmouth, VA)
- 5 days ago
management business development techniques, products, services and overall industry....
Personal Banker Coliseum Mall Branch
- Hampton, VA (14 miles from Portsmouth, VA)
- 5 days ago
- Hampton, VA (14 miles from Portsmouth, VA)
- 5 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 Newport News Oyster Point
- Newport News, VA (17 miles from Portsmouth, VA)
- 7 days ago
- Newport News, VA (17 miles from Portsmouth, VA)
- 7 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....
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....
Interactive Specialist (Video Personal Banker)
- Virginia Beach, VA (21 miles from Portsmouth, VA)
- 10 days ago
- Virginia Beach, VA (21 miles from Portsmouth, VA)
- 10 days ago
Interactive Specialist Job Type: Full-Time Location: Virginia Beach, VA All of us at Chartway stand united in our strong culture of listening and learning. We treat people with respect, integrity,...
- Virginia Beach, VA (21 miles from Portsmouth, VA)
- 13 days ago
- Virginia Beach, VA (21 miles from Portsmouth, 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....
Associate Personal Banker Virginia Beach Town Center Branch
- Virginia Beach, VA (21 miles from Portsmouth, VA)
- 14 days ago
- Virginia Beach, VA (21 miles from Portsmouth, VA)
- 14 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 Personal Banker Ghent Branch
- Norfolk, VA (5 miles from Portsmouth, VA)
- 17 days ago
- Norfolk, VA (5 miles from Portsmouth, VA)
- 17 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 Supervisor, Great Bridge
- Virginia Beach, VA (21 miles from Portsmouth, VA)
- 22 days ago
- Virginia Beach, VA (21 miles from Portsmouth, VA)
- 22 days ago
Job Description The Personal Banker Supervisor plays a key role in delivering exceptional customer service and strengthening customer relationships....
Associate Personal Banker College Park Branch
- Virginia Beach, VA (21 miles from Portsmouth, VA)
- 45+ days ago
- Virginia Beach, VA (21 miles from Portsmouth, VA)
- 45+ 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....
Financial Advisor - Virginia Beach, VA
- Virginia Beach, VA (21 miles from Portsmouth, VA)
- 45+ days ago
- Virginia Beach, VA (21 miles from Portsmouth, VA)
- 45+ days ago
Summary 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...
- Chesapeake, VA (9 miles from Portsmouth, VA)
- 90+ days ago
- Chesapeake, VA (9 miles from Portsmouth, VA)
- 90+ days ago
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
- Hampton, VA (14 miles from Portsmouth, VA)
- 30+ days ago
- Hampton, VA (14 miles from Portsmouth, VA)
- 30+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Virginia Beach, VA (21 miles from Portsmouth, VA)
- 30+ days ago
- Virginia Beach, VA (21 miles from Portsmouth, VA)
- 30+ days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Virginia Beach, VA Job Description Acquires and deepens the branch customer base through a variety of proactive sales...
Banker job family....
Demographic Data for Portsmouth, VA
Moving to Portsmouth, VA? Find some basic demographic data about Portsmouth, VA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Portsmouth, VA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Portsmouth, VA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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