Personal Banker Jobs in Annapolis, 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.
- Takoma Park, MD (24 miles from Annapolis, MD)
- 6 hours ago
- Takoma Park, MD (24 miles from Annapolis, MD)
- 6 hours ago
Financial Advisor Financial Advisor Takoma Park, MD Job# 103392BR Job Overview Skills/Requirements Awards & Accolades About Us This job posting is anticipated to remain open for 30 days, from...
Personal Banker - Bowie Stonybrook
- Bowie, MD (10 miles from Annapolis, MD)
- 20 hours ago
- Bowie, MD (10 miles from Annapolis, MD)
- 20 hours ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Bowie, Maryland....
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote WorkMortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
- Saint Michaels, MD (21 miles from Annapolis, MD)
- 13 days ago
- Saint Michaels, MD (21 miles from Annapolis, MD)
- 13 days ago
Shore United Bank is seeking a full-time Personal Banker to join our team. A Personal Banker is responsible for assisting clients in managing their bank accounts and finances....
Private Client Banker - Maryland East Market - Edgewater, Maryland
- Edgewater, MD (4 miles from Annapolis, MD)
- 14 days ago
- Edgewater, MD (4 miles from Annapolis, MD)
- 14 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Shore United Bank is seeking a full-time Personal Banker to join our team. A Personal Banker is responsible for assisting clients in managing their bank accounts and finances....
- Edgewater, MD (4 miles from Annapolis, MD)
- 15 days ago
- Edgewater, MD (4 miles from Annapolis, MD)
- 15 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Financial Advisor (Career Changers Encouraged to Apply)
- Baltimore, MD (21 miles from Annapolis, MD)
- 19 days ago
- Baltimore, MD (21 miles from Annapolis, MD)
- 19 days ago
As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and...
Patient Financial Advisor III, Day Shift, Rehabilitation
- Silver Spring, MD (24 miles from Annapolis, MD)
- 19 days ago
- Silver Spring, MD (24 miles from Annapolis, MD)
- 19 days ago
AHC Rehabilitation - 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...
SVB - Associate II, Credit Solutions - Corporate Banking (Hybrid)
- Columbia, MD (23 miles from Annapolis, MD)
- 30+ days ago
- Columbia, MD (23 miles from Annapolis, MD)
- 30+ days ago
First Citizens Bank SVB - Associate II, Credit Solutions - Corporate Banking (Hybrid) in Columbia , Maryland Overview This is a hybrid role, with the expectation that time working will regularly...
Patient Financial Advisor, Day Shift, Rehabilitation
- Silver Spring, MD (24 miles from Annapolis, MD)
- 30+ days ago
- Silver Spring, MD (24 miles from Annapolis, MD)
- 30+ days 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 a Patient Financial...
Personal Financial Representative-MD
- Millersville, MD (14 miles from Annapolis, MD)
- 30+ days ago
- Millersville, MD (14 miles from Annapolis, MD)
- 30+ days 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 WorkHealth Solutions Client Relationship Manager
- Baltimore, MD (21 miles from Annapolis, MD)
- 30+ days ago
- Baltimore, MD (21 miles from Annapolis, MD)
- 30+ days ago
Together we fight for everyones 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 up...
Demographic Data for Annapolis, MD
Moving to Annapolis, MD? Find some basic demographic data about Annapolis, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Annapolis, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Annapolis, 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
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- 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 »