Personal Banker Jobs in Accokeek, MD
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 Financial Representative-DC
- Washington, DC (16 miles from Accokeek, MD)
- 22 hours ago
- Washington, DC (16 miles from Accokeek, MD)
- 22 hours ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote WorkPersonal Banker Greater Fredericksburg District
- Dale City, VA (18 miles from Accokeek, MD)
- 2 days ago
- Dale City, VA (18 miles from Accokeek, MD)
- 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....
- Washington, DC (16 miles from Accokeek, MD)
- 2 days ago
- Washington, DC (16 miles from Accokeek, MD)
- 2 days ago
Management Group Identify potential existing Brokerage customers to initiate additional sales by actively "account managing" and refer customers with banking needs to retail banking partners Perform...
2026 January Financial Advisor Development Program - Washington DC
- Washington, DC (16 miles from Accokeek, MD)
- 4 days ago
- Washington, DC (16 miles from Accokeek, MD)
- 4 days ago
A background in business administration, wealth management, financial planning, or finance is preferred....
Financial Advisor - West Springfield, VA
- Springfield, VA (17 miles from Accokeek, MD)
- 4 days ago
- Springfield, VA (17 miles from Accokeek, MD)
- 4 days ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
Personal Banker - Woodmore Towne Centre
- Glenarden, MD (22 miles from Accokeek, MD)
- 4 days ago
- Glenarden, MD (22 miles from Accokeek, MD)
- 4 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Glenarden, Maryland....
- Berwyn Heights, MD (23 miles from Accokeek, MD)
- 5 days ago
- Berwyn Heights, MD (23 miles from Accokeek, MD)
- 5 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in College Park, MD. Bilingual Spanish-speaking candidate preferred....
Personal Banker Falls Church Branch
- Falls Church, VA (16 miles from Accokeek, MD)
- 5 days ago
- Falls Church, VA (16 miles from Accokeek, MD)
- 5 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....
- Oxon Hill, MD (10 miles from Accokeek, MD)
- 11 days ago
- Oxon Hill, MD (10 miles from Accokeek, MD)
- 11 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Oxon Hill, Maryland....
- Annandale, VA (16 miles from Accokeek, MD)
- 18 days ago
- Annandale, VA (16 miles from Accokeek, MD)
- 18 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Annandale, Virginia....
Personal Banker - Shepherd Park
- Washington, DC (16 miles from Accokeek, MD)
- 19 days ago
- Washington, DC (16 miles from Accokeek, MD)
- 19 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Washington, DC....
Personal Banker Roving Prince William North District
- McLean, VA (20 miles from Accokeek, MD)
- 22 days ago
- McLean, VA (20 miles from Accokeek, MD)
- 22 days ago
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....
- Woodbridge, VA (14 miles from Accokeek, MD)
- 23 days ago
- Woodbridge, VA (14 miles from Accokeek, MD)
- 23 days ago
Banker job family....
Project Manager-Federal Financial Advisor/ TS Clearance
- Washington, DC (16 miles from Accokeek, MD)
- 25 days ago
- Washington, DC (16 miles from Accokeek, MD)
- 25 days ago
Chevo is hiring an experienced Project Manager / WCF Financial Advisor to join our expanding firm. This position provides the opportunity for significant client interaction by learning the...
Financial Advisor - Educational Systems Federal Credit Union
- Greenbelt, MD (24 miles from Accokeek, MD)
- 30+ days ago
- Greenbelt, MD (24 miles from Accokeek, MD)
- 30+ days ago
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Educational...
Demographic Data for Accokeek, MD
Moving to Accokeek, MD? Find some basic demographic data about Accokeek, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Accokeek, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Accokeek, MD offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- 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
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- Business Development
- High School Diploma
- Written Communication
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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