Personal Banker Jobs in West Mclean, 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.
- Rockville, MD (9 miles from West Mclean, VA)
- 18 hours ago
- Rockville, MD (9 miles from West Mclean, VA)
- 18 hours ago
Qualifications 5 to 10 years of experience in financial advisory or wealth management. Established, small client base with a drive to expand....
Financial Advisor (Teamed Position)
- Rockville, MD (9 miles from West Mclean, VA)
- 18 hours ago
- Rockville, MD (9 miles from West Mclean, VA)
- 18 hours ago
Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Rockville, Maryland....
- Washington, DC (11 miles from West Mclean, VA)
- 19 hours ago
- Washington, DC (11 miles from West Mclean, VA)
- 19 hours 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 (18 miles from West Mclean, VA)
- 22 hours ago
- Fort Washington, MD (18 miles from West Mclean, VA)
- 22 hours 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...
Patient Financial Advisor (HYBRID), Day Shift, Ancillary/Diagnostic Scheduler
- Gaithersburg, MD (12 miles from West Mclean, VA)
- 22 hours ago
- Gaithersburg, MD (12 miles from West Mclean, VA)
- 22 hours 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 (11 miles from West Mclean, VA)
- 1 day ago
- Washington, DC (11 miles from West Mclean, VA)
- 1 day 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 (11 miles from West Mclean, VA)
- 1 day ago
- Washington, DC (11 miles from West Mclean, VA)
- 1 day 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 (24 miles from West Mclean, VA)
- 1 day ago
- Gainesville, VA (24 miles from West Mclean, 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....
Merrill Associate Client Relationship Manager
- Washington, DC (11 miles from West Mclean, VA)
- 1 day ago
- Washington, DC (11 miles from West Mclean, VA)
- 1 day ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Associate Personal Banker (SAFE) - Ballston Metro
- Arlington, VA (8 miles from West Mclean, VA)
- 2 days ago
- Arlington, VA (8 miles from West Mclean, 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....
- Takoma Park, MD (11 miles from West Mclean, VA)
- 2 days ago
- Takoma Park, MD (11 miles from West Mclean, VA)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 24-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Patient Financial Advisor III / Lead, Day Shift, Patient Customer Service
- Gaithersburg, MD (12 miles from West Mclean, VA)
- 3 days ago
- Gaithersburg, MD (12 miles from West Mclean, VA)
- 3 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...
Patient Financial Advisor (Hybrid), Day Shift, Patient Customer Service
- Gaithersburg, MD (12 miles from West Mclean, VA)
- 4 days ago
- Gaithersburg, MD (12 miles from West Mclean, VA)
- 4 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...
Retail Personal Banker Associate II - Niles Oakton - Full Time
- Oakton, VA (7 miles from West Mclean, VA)
- 4 days ago
- Oakton, VA (7 miles from West Mclean, VA)
- 4 days ago
GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers....
Financial Advisor - Rockville, MD
- Rockville, MD (9 miles from West Mclean, VA)
- 4 days ago
- Rockville, MD (9 miles from West Mclean, VA)
- 4 days ago
management business development techniques, products, services and overall industry....
Demographic Data for West Mclean, VA
Moving to West Mclean, VA? Find some basic demographic data about West Mclean, VA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in West Mclean, VA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in West Mclean, 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
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Banking
- 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
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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