Personal Banker Jobs in Adelphi, 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 - B10 - Farragut North Branch - WASHINGTON
- Washington, DC (8 miles from Adelphi, MD)
- 5 hours ago
- Washington, DC (8 miles from Adelphi, MD)
- 5 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....
Personal Banker Cascades Overlook Branch - Sterling, VA
- Sterling, VA (24 miles from Adelphi, MD)
- 17 hours ago
- Sterling, VA (24 miles from Adelphi, MD)
- 17 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....
- Annandale, VA (17 miles from Adelphi, MD)
- 17 hours ago
- Annandale, VA (17 miles from Adelphi, MD)
- 17 hours ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Annandale, Virginia....
- Gaithersburg, MD (14 miles from Adelphi, MD)
- 1 day ago
- Gaithersburg, MD (14 miles from Adelphi, MD)
- 1 day ago
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help...
Patient Financial Advisor II, Day Shift, Patient Customer Service
- Silver Spring, MD (2 miles from Adelphi, MD)
- 1 day ago
- Silver Spring, MD (2 miles from Adelphi, MD)
- 1 day ago
White Oak Medical 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...
- Rockville, MD (11 miles from Adelphi, MD)
- 2 days ago
- Rockville, MD (11 miles from Adelphi, MD)
- 2 days 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 (11 miles from Adelphi, MD)
- 2 days ago
- Rockville, MD (11 miles from Adelphi, MD)
- 2 days ago
Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Rockville, Maryland....
- Washington, DC (8 miles from Adelphi, MD)
- 2 days ago
- Washington, DC (8 miles from Adelphi, MD)
- 2 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 Adelphi, MD)
- 2 days ago
- Fort Washington, MD (17 miles from Adelphi, MD)
- 2 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, Ancillary/Diagnostic Scheduler
- Gaithersburg, MD (14 miles from Adelphi, MD)
- 2 days ago
- Gaithersburg, MD (14 miles from Adelphi, MD)
- 2 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 (8 miles from Adelphi, MD)
- 3 days ago
- Washington, DC (8 miles from Adelphi, MD)
- 3 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 (8 miles from Adelphi, MD)
- 3 days ago
- Washington, DC (8 miles from Adelphi, MD)
- 3 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...
Merrill Associate Client Relationship Manager
- Washington, DC (8 miles from Adelphi, MD)
- 3 days ago
- Washington, DC (8 miles from Adelphi, MD)
- 3 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....
Associate Personal Banker (SAFE) - Ballston Metro
- Arlington, VA (10 miles from Adelphi, MD)
- 4 days ago
- Arlington, VA (10 miles from Adelphi, MD)
- 4 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 (2 miles from Adelphi, MD)
- 4 days ago
- Takoma Park, MD (2 miles from Adelphi, MD)
- 4 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...
Demographic Data for Adelphi, MD
Moving to Adelphi, MD? Find some basic demographic data about Adelphi, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Adelphi, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Adelphi, 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
- 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
- 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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