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.
- Baltimore, MD (21 miles from Annapolis, MD)
- 1 day ago
- Baltimore, MD (21 miles from Annapolis, MD)
- 1 day ago
Company Description Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. With more than $265.0 billion in assets under management, $28.1...
Personal Banker Associate 1 - Washington Village
- Baltimore, MD (21 miles from Annapolis, MD)
- 3 days ago
- Baltimore, MD (21 miles from Annapolis, MD)
- 3 days ago
Banker job family....
Personal Financial Representative-MD
- Baltimore, MD (21 miles from Annapolis, MD)
- 5 days ago
- Baltimore, MD (21 miles from Annapolis, MD)
- 5 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 Work- Greenbelt, MD (17 miles from Annapolis, MD)
- 6 days ago
- Greenbelt, MD (17 miles from Annapolis, MD)
- 6 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Greenbelt, Maryland. Bilingual Spanish preferred....
Financial Advisor - Educational Systems Federal Credit Union
- Greenbelt, MD (17 miles from Annapolis, MD)
- 7 days ago
- Greenbelt, MD (17 miles from Annapolis, MD)
- 7 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...
Financial Advisor Administrative Assistant
- Columbia, MD (23 miles from Annapolis, MD)
- 8 days ago
- Columbia, MD (23 miles from Annapolis, MD)
- 8 days ago
Maven Wealth Management is hiring for an administrative assistant position who will work directly with financial advisors....
Merrill Experienced Financial Advisor
- Baltimore, MD (21 miles from Annapolis, MD)
- 14 days ago
- Baltimore, MD (21 miles from Annapolis, MD)
- 14 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....
- Baltimore, MD (21 miles from Annapolis, MD)
- 15 days ago
- Baltimore, MD (21 miles from Annapolis, MD)
- 15 days ago
Prudential Advisors is looking for an experienced financial professional in the Baltimore area that is interested in working with Prudential existing client's base. This exciting position will...
- College Park, MD (20 miles from Annapolis, MD)
- 17 days ago
- College Park, MD (20 miles from Annapolis, MD)
- 17 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 - Bowie Stonybrook
- Bowie, MD (10 miles from Annapolis, MD)
- 25 days ago
- Bowie, MD (10 miles from Annapolis, MD)
- 25 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Bowie, Maryland....
Private Client Banker - Roland Park - Baltimore, Maryland
- Baltimore, MD (21 miles from Annapolis, MD)
- 28 days ago
- Baltimore, MD (21 miles from Annapolis, MD)
- 28 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...
Financial Advisor - PNC Investments
- Chesapeake Beach, MD (23 miles from Annapolis, MD)
- 30+ days ago
- Chesapeake Beach, MD (23 miles from Annapolis, MD)
- 30+ days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Financial Advisor - PNC Investments
- Severna Park, MD (5 miles from Annapolis, MD)
- 30+ days ago
- Severna Park, MD (5 miles from Annapolis, MD)
- 30+ days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
- Baltimore, MD (21 miles from Annapolis, MD)
- 30+ days ago
- Baltimore, MD (21 miles from Annapolis, MD)
- 30+ days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Baltimore, MD....
Patient Financial Advisor III / Lead, Day Shift, Patient Customer Service
- Silver Spring, MD (24 miles from Annapolis, MD)
- 30+ days ago
- Silver Spring, MD (24 miles from Annapolis, MD)
- 30+ 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...
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
- 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
- Cross Selling
- 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
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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