Personal Banker Jobs in Powhatan, 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
- Richmond, VA (21 miles from Powhatan, VA)
- 2 days ago
- Richmond, VA (21 miles from Powhatan, VA)
- 2 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....
- Richmond, VA (21 miles from Powhatan, VA)
- 2 days ago
- Richmond, VA (21 miles from Powhatan, VA)
- 2 days 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...
- Richmond, VA (21 miles from Powhatan, VA)
- 4 days ago
- Richmond, VA (21 miles from Powhatan, VA)
- 4 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...
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....
- Richmond, VA (21 miles from Powhatan, VA)
- 20 days ago
- Richmond, VA (21 miles from Powhatan, 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....
- Richmond, VA (21 miles from Powhatan, VA)
- 21 days ago
- Richmond, VA (21 miles from Powhatan, VA)
- 21 days ago
Private Client Banker - S Laburnum at White Oak - Henrico, VA JPMorgan Chase 3.3 ( ) Richmond, VA Why you should apply for a job to JPMorgan Chase : Ranked as one of the 61% say women are treated...
Personal Banker - Ashton Square
- Richmond, VA (21 miles from Powhatan, VA)
- 26 days ago
- Richmond, VA (21 miles from Powhatan, 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....
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....
- Richmond, VA (21 miles from Powhatan, VA)
- 27 days ago
- Richmond, VA (21 miles from Powhatan, VA)
- 27 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....
Financial Advisor - Charlottesville, VA
- Richmond, VA (21 miles from Powhatan, VA)
- 30+ days ago
- Richmond, VA (21 miles from Powhatan, VA)
- 30+ days ago
Thrivent Financial Advisor 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...
Financial Advisor - Richmond and surrounding area
- Richmond, VA (21 miles from Powhatan, VA)
- 30+ days ago
- Richmond, VA (21 miles from Powhatan, 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...
Private Client Banker - S Laburnum at White Oak - Henrico, VA
- Richmond, VA (21 miles from Powhatan, VA)
- 30+ days ago
- Richmond, VA (21 miles from Powhatan, VA)
- 30+ days ago
Location: Richmond, US-VA Rate: Not Specified Type: Permanent Private Client Banker - S Laburnum at White Oak - Henrico, VA You have a passion for taking care of our customers and employees and...
- Chesterfield, VA (20 miles from Powhatan, VA)
- 60+ days ago
- Chesterfield, VA (20 miles from Powhatan, VA)
- 60+ days ago
The Personal Banker protects the Bank's image and contribute positively to the achievement of the Bank's overall goals and objectives....
- Midlothian, VA (16 miles from Powhatan, VA)
- 90+ days ago
- Midlothian, VA (16 miles from Powhatan, VA)
- 90+ days ago
Overview The Wealth Management Client Relationship Manager (CRMI) is responsible for providing comprehensive support and proactivity to the C&F community, to include clients, C&F Wealth Management...
Demographic Data for Powhatan, VA
Moving to Powhatan, VA? Find some basic demographic data about Powhatan, VA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Powhatan, VA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Powhatan, 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
- Account Opening
- Dodd-Frank
- Consumer Lending
- Lending
- Commercial Banking
- Nationwide Mortgage Licensing System & Registry
- 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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