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 Banker SAFE Act - FALLS CHURCH
- Falls Church, VA (16 miles from Accokeek, MD)
- 13 hours ago
- Falls Church, VA (16 miles from Accokeek, MD)
- 13 hours 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....
Financial Advisor - Certification Provided
- Takoma Park, MD (22 miles from Accokeek, MD)
- 20 hours ago
- Takoma Park, MD (22 miles from Accokeek, MD)
- 20 hours ago
Job Overview** 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. If you find yourself at a professional...
- McLean, VA (20 miles from Accokeek, MD)
- 3 days ago
- McLean, VA (20 miles from Accokeek, MD)
- 3 days ago
As a Personal Banker within PNC's retail organization, you will be based in McLean, VA....
- Arlington, VA (16 miles from Accokeek, MD)
- 5 days ago
- Arlington, VA (16 miles from Accokeek, MD)
- 5 days ago
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
Remote Work- Alexandria, VA (11 miles from Accokeek, MD)
- 6 days ago
- Alexandria, VA (11 miles from Accokeek, MD)
- 6 days ago
The ideal candidate will deliver personalized financial plans to help clients achieve their long-term financial goals. Responsibilities Take a lead role on assigned client relationships ($25M AUM)...
Personal Banker - North Washington
- Alexandria, VA (11 miles from Accokeek, MD)
- 7 days ago
- Alexandria, VA (11 miles from Accokeek, MD)
- 7 days ago
As a Personal Banker in a Traditional Branch, you will strengthen customer relationships with a defined sales process....
- Vienna, VA (20 miles from Accokeek, MD)
- 7 days ago
- Vienna, VA (20 miles from Accokeek, MD)
- 7 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....
Personal Banker Wilson and Adams
- Arlington, VA (16 miles from Accokeek, MD)
- 7 days ago
- Arlington, VA (16 miles from Accokeek, MD)
- 7 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....
- Arlington, VA (16 miles from Accokeek, MD)
- 8 days ago
- Arlington, VA (16 miles from Accokeek, MD)
- 8 days 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...
Personal Banker SAFE Act - B10 - Farragut North Branch - WASHINGTON
- Washington, DC (16 miles from Accokeek, MD)
- 9 days ago
- Washington, DC (16 miles from Accokeek, MD)
- 9 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....
- Annandale, VA (16 miles from Accokeek, MD)
- 9 days ago
- Annandale, VA (16 miles from Accokeek, MD)
- 9 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Annandale, Virginia....
- Washington, DC (16 miles from Accokeek, MD)
- 11 days ago
- Washington, DC (16 miles from Accokeek, MD)
- 11 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 (6 miles from Accokeek, MD)
- 12 days ago
- Fort Washington, MD (6 miles from Accokeek, MD)
- 12 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 (16 miles from Accokeek, MD)
- 12 days ago
- Washington, DC (16 miles from Accokeek, MD)
- 12 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,...
Merrill Associate Client Relationship Manager
- Washington, DC (16 miles from Accokeek, MD)
- 13 days ago
- Washington, DC (16 miles from Accokeek, MD)
- 13 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
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
- 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- 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
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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