Personal Banker Jobs in Beltsville, 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 (23 miles from Beltsville, MD)
- 15 hours ago
- Baltimore, MD (23 miles from Beltsville, MD)
- 15 hours ago
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross...
Financial Advisor (Career Changers Encouraged to Apply)
- Baltimore, MD (23 miles from Beltsville, MD)
- 15 hours ago
- Baltimore, MD (23 miles from Beltsville, MD)
- 15 hours 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...
Project Manager-Federal Financial Advisor/ TS Clearance
- Washington, DC (11 miles from Beltsville, MD)
- 20 hours ago
- Washington, DC (11 miles from Beltsville, MD)
- 20 hours ago
Chevo is hiring an experienced Project Manager / WCF Financial Advisor to join our expanding firm. This position provides the opportunity for significant client interaction by learning the...
- Aspen Hill, MD (8 miles from Beltsville, MD)
- 1 day ago
- Aspen Hill, MD (8 miles from Beltsville, MD)
- 1 day 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....
Associate Personal Banker Congressional Branch Plaza
- Rockville, MD (13 miles from Beltsville, MD)
- 1 day ago
- Rockville, MD (13 miles from Beltsville, MD)
- 1 day 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 Harundale Branch
- Glen Burnie, MD (20 miles from Beltsville, MD)
- 1 day ago
- Glen Burnie, MD (20 miles from Beltsville, MD)
- 1 day 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....
- Olney, MD (11 miles from Beltsville, MD)
- 1 day ago
- Olney, MD (11 miles from Beltsville, MD)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 09-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Washington, DC (11 miles from Beltsville, MD)
- 2 days ago
- Washington, DC (11 miles from Beltsville, MD)
- 2 days ago
As a Personal Banker within PNC's retail organization, you will be based in Washington, DC....
- Washington, DC (11 miles from Beltsville, MD)
- 3 days ago
- Washington, DC (11 miles from Beltsville, MD)
- 3 days ago
As a Personal Banker within PNC's retail organization, you will be based in Washington, DC....
Customer Relationship Manager / Budget Analyst
- Reston, VA (23 miles from Beltsville, MD)
- 4 days ago
- Reston, VA (23 miles from Beltsville, MD)
- 4 days ago
SHINE Systems is hiring a Customer Relationship Manager (CRM) with Budget Analyst and/or Acquisition experience to work in support of a financial and acquisition systems operational environment...
- Baltimore, MD (23 miles from Beltsville, MD)
- 4 days ago
- Baltimore, MD (23 miles from Beltsville, MD)
- 4 days 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...
US Experienced Financial Advisor
- Arlington, VA (14 miles from Beltsville, MD)
- 4 days ago
- Arlington, VA (14 miles from Beltsville, MD)
- 4 days ago
We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business...
- Washington, DC (11 miles from Beltsville, MD)
- 5 days ago
- Washington, DC (11 miles from Beltsville, MD)
- 5 days ago
Requirements Bachelor's degree in finance, business administration, or a related field. 3 years of experience in client service within the financial services industry, preferably in wealth management...
Personal Banker Associate 1 - Washington Village
- Baltimore, MD (23 miles from Beltsville, MD)
- 6 days ago
- Baltimore, MD (23 miles from Beltsville, MD)
- 6 days ago
Banker job family....
Private Client Banker - DC Union Market - Washington, DC
- Washington, DC (11 miles from Beltsville, MD)
- 8 days ago
- Washington, DC (11 miles from Beltsville, MD)
- 8 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 Beltsville, MD
Moving to Beltsville, MD? Find some basic demographic data about Beltsville, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Beltsville, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Beltsville, 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
- Certified Financial Planner
- Check Cashing
- 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
- Investigation
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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