Personal Banker Jobs in Prince William, 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.
- Herndon, VA (21 miles from Prince William, VA)
- 6 hours ago
- Herndon, VA (21 miles from Prince William, VA)
- 6 hours 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,...
- Vienna, VA (15 miles from Prince William, VA)
- 7 hours ago
- Vienna, VA (15 miles from Prince William, VA)
- 7 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....
Personal Banker Wilson and Adams
- Arlington, VA (18 miles from Prince William, VA)
- 7 hours ago
- Arlington, VA (18 miles from Prince William, VA)
- 7 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....
- Reston, VA (19 miles from Prince William, VA)
- 20 hours ago
- Reston, VA (19 miles from Prince William, VA)
- 20 hours ago
Financial Advisor - Reston Reston, VA, United States (Hybrid) BE THE FIRST TO APPLY Job Description To provide financial consulting services to assist members and non-members with identifying...
- Arlington, VA (18 miles from Prince William, VA)
- 1 day ago
- Arlington, VA (18 miles from Prince William, VA)
- 1 day ago
About Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family...
- Woodbridge, VA (4 miles from Prince William, VA)
- 1 day ago
- Woodbridge, VA (4 miles from Prince William, VA)
- 1 day ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Woodbridge, VA....
Personal Banker SAFE Act - B10 - Farragut North Branch - WASHINGTON
- Washington, DC (21 miles from Prince William, VA)
- 2 days ago
- Washington, DC (21 miles from Prince William, VA)
- 2 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....
Private Client Banker - Greater Virginia - Fairfax, VA
- Fairfax, VA (16 miles from Prince William, VA)
- 2 days ago
- Fairfax, VA (16 miles from Prince William, VA)
- 2 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Personal Banker Cascades Overlook Branch - Sterling, VA
- Sterling, VA (23 miles from Prince William, VA)
- 2 days ago
- Sterling, VA (23 miles from Prince William, 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....
- Annandale, VA (12 miles from Prince William, VA)
- 2 days ago
- Annandale, VA (12 miles from Prince William, VA)
- 2 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Annandale, Virginia....
- Washington, DC (21 miles from Prince William, VA)
- 4 days ago
- Washington, DC (21 miles from Prince William, VA)
- 4 days ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
Patient Financial Advisor III / Lead, Day Shift, Patient Customer Service
- Fort Washington, MD (17 miles from Prince William, VA)
- 5 days ago
- Fort Washington, MD (17 miles from Prince William, VA)
- 5 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...
- Washington, DC (21 miles from Prince William, VA)
- 5 days ago
- Washington, DC (21 miles from Prince William, VA)
- 5 days ago
Client Relationship Manager **General Information** Req # WD00080694 Career area: Sales Country/Region: United States of America State: North Carolina City: Morrisville Date: Thursday, April 24,...
- Washington, DC (21 miles from Prince William, VA)
- 5 days ago
- Washington, DC (21 miles from Prince William, VA)
- 5 days ago
Job Opportunity: Financial Advisor (Contract) Location: Remote Duration: 3-6 Months Type: Contract Pay Rate: $45-60/hr Reason for Opening: Growth hire. The team is currently searching for a...
- Gainesville, VA (19 miles from Prince William, VA)
- 6 days ago
- Gainesville, VA (19 miles from Prince William, VA)
- 6 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....
Demographic Data for Prince William, VA
Moving to Prince William, VA? Find some basic demographic data about Prince William, VA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Prince William, VA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Prince William, 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
- Mortgage Lending
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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