Personal Banker Jobs in Bel Air, 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.
- Perry Hall, MD (10 miles from Bel Air, MD)
- 5 hours ago
- Perry Hall, MD (10 miles from Bel Air, MD)
- 5 hours ago
As a Personal Banker within PNC's Retail organization, you will be based in Perry Hall, MD at the Perry Hall branch....
Associate Personal Banker Westside Shopping Ctr Branch
- Baltimore, MD (22 miles from Bel Air, MD)
- 5 days ago
- Baltimore, MD (22 miles from Bel Air, MD)
- 5 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....
- Havre de Grace, MD (10 miles from Bel Air, MD)
- 7 days ago
- Havre de Grace, MD (10 miles from Bel Air, MD)
- 7 days ago
This job posting is anticipated to remain open for 30 days, from 24-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Patient Financial Advisor - Grace Medical Center
- Baltimore, MD (22 miles from Bel Air, MD)
- 13 days ago
- Baltimore, MD (22 miles from Bel Air, MD)
- 13 days ago
Summary JOB SUMMARY: This position collects and documents accurate demographic information, verifies eligibility and benefits for all insured patients, develops or discovers a payer source for...
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Personal Banker Associate I - Town Commons DeNovo(Greenacres)
- Charlestown, MD (20 miles from Bel Air, MD)
- 14 days ago
- Charlestown, MD (20 miles from Bel Air, MD)
- 14 days ago
Banker job family....
Personal Banker Associate 1 - Washington Village
- Baltimore, MD (22 miles from Bel Air, MD)
- 26 days ago
- Baltimore, MD (22 miles from Bel Air, MD)
- 26 days ago
Banker job family....
Personal Financial Representative-MD
- Baltimore, MD (22 miles from Bel Air, MD)
- 28 days ago
- Baltimore, MD (22 miles from Bel Air, MD)
- 28 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- Owings Mills, MD (24 miles from Bel Air, MD)
- 29 days ago
- Owings Mills, MD (24 miles from Bel Air, MD)
- 29 days ago
About Cognizant Cognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the digital era. Our industry-based, consultative...
- New Park, PA (17 miles from Bel Air, MD)
- 30+ days ago
- New Park, PA (17 miles from Bel Air, MD)
- 30+ days ago
As a Personal Banker within PNC's Retail banking organization, you will be based in Maple Lawn, MD....
Merrill Experienced Financial Advisor
- Baltimore, MD (22 miles from Bel Air, MD)
- 30+ days ago
- Baltimore, MD (22 miles from Bel Air, MD)
- 30+ 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 (22 miles from Bel Air, MD)
- 30+ days ago
- Baltimore, MD (22 miles from Bel Air, MD)
- 30+ 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...
Private Client Banker - Roland Park - Baltimore, Maryland
- Baltimore, MD (22 miles from Bel Air, MD)
- 45+ days ago
- Baltimore, MD (22 miles from Bel Air, MD)
- 45+ 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...
Demographic Data for Bel Air, MD
Moving to Bel Air, MD? Find some basic demographic data about Bel Air, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Bel Air, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Bel Air, 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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