Personal Banker Jobs in Virginia
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.
SHINE Systems is hiring a Customer Relationship Manager (CRM) with Budget Analyst and/or Acquisition experience to work in support of a financial and acquisition systems operational environment...
As a Personal Banker within PNC's Retail Banking organization, you will be based in Woodbridge, VA....
Job Overview** This job posting is anticipated to remain open for 30 days, from 03-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
**Job Summary** Under minimal direction, provides knowledge and consultation to Financial Advisors (FAs) and clients regarding all Private Client Banking (PCB) products which includes Cash...
Remote WorkAssociate Personal Banker (SAFE) - Ballston Metro
- Arlington, VA
- 23 hours ago
- Arlington, VA
- 23 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....
Through its relationship with CUSO Financial Services, L. P. (CFS) Argent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around...
Personal Financial Representative-VA Virginia,VA,United States of America **Hybrid** Work a weekly schedule with some in-office days and some days remote. Experienced Professional Sales Job # :...
We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business...
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...
Job Summary: Actively supports the sales process within an account management team, while ensuring the consistent application of processes, objectives, goals, and policies to achieve the corporate...
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Financial Advisor Langley Federal Credit Union United States, Virginia, port s Jun 03, 2025 Description Job Summary: Help members and clients achieve their financial goals through personalized...
Who we are looking for: ACV is looking for a Customer Relationship Manager - Capital with a talent for expanding market share and revenue growth by focusing on customer relationships. This...
We're Hiring: Financial Advisor Assistant Location: Chesapeake, VA Job Type: Part-Time with the potential to move to Full Time Salary: Competitive, based on experience Are you detail-oriented,...
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 Virginia
Moving to Virginia? Find some basic demographic data about Virginia below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Virginia
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Virginia 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
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Treasury
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Listening
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »