Personal Banker Jobs in Bowie, 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.
Financial Advisor - Career Change Opportunity
- Olney, MD (20 miles from Bowie, MD)
- 11 days ago
- Olney, MD (20 miles from Bowie, MD)
- 11 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 29-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- McLean, VA (23 miles from Bowie, MD)
- 2 hours ago
- McLean, VA (23 miles from Bowie, MD)
- 2 hours ago
At Pinnacle, our goal is to create an atmosphere where people can become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes...
Private Client Banker - Roland Park - Baltimore, Maryland
- Baltimore, MD (21 miles from Bowie, MD)
- 14 hours ago
- Baltimore, MD (21 miles from Bowie, MD)
- 14 hours 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...
- Laurel, MD (10 miles from Bowie, MD)
- 14 hours ago
- Laurel, MD (10 miles from Bowie, MD)
- 14 hours ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Laurel, Maryland....
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- Columbia, MD (13 miles from Bowie, MD)
- 14 hours ago
- Columbia, MD (13 miles from Bowie, MD)
- 14 hours ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Columbia, MD....
- Washington, DC (17 miles from Bowie, MD)
- 23 hours ago
- Washington, DC (17 miles from Bowie, MD)
- 23 hours ago
As a Personal Banker within PNC's retail organization, you will be based in Washington, DC....
Personal Financial Representative-MD
- Millersville, MD (13 miles from Bowie, MD)
- 1 day ago
- Millersville, MD (13 miles from Bowie, MD)
- 1 day 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 WorkPersonal Financial Representative-DC
- Washington, DC (17 miles from Bowie, MD)
- 1 day ago
- Washington, DC (17 miles from Bowie, MD)
- 1 day 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 WorkPrivate Client Banker - Clarendon - Arlington, VA
- Arlington, VA (20 miles from Bowie, MD)
- 3 days ago
- Arlington, VA (20 miles from Bowie, MD)
- 3 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...
Personal Banker SAFE Act - FALLS CHURCH
- Falls Church, VA (23 miles from Bowie, MD)
- 4 days ago
- Falls Church, VA (23 miles from Bowie, MD)
- 4 days 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....
Associate Roving Personal Banker Northwest Maryland District
- Baltimore, MD (21 miles from Bowie, MD)
- 4 days ago
- Baltimore, MD (21 miles from Bowie, MD)
- 4 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Baltimore, MD (21 miles from Bowie, MD)
- 5 days ago
- Baltimore, MD (21 miles from Bowie, MD)
- 5 days ago
Overview: The Wealth Financial Advisor focuses on growth of Affluent Market clients in the high net worth ($1 - $3 million investable assets) segment. The Wealth Financial Advisor (WeFA) provides...
Financial Advisor - PNC Investments
- Severna Park, MD (10 miles from Bowie, MD)
- 5 days ago
- Severna Park, MD (10 miles from Bowie, MD)
- 5 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...
Bilingual Spanish Personal Banker Chesapeake Square Branch
- Glen Burnie, MD (15 miles from Bowie, MD)
- 6 days ago
- Glen Burnie, MD (15 miles from Bowie, MD)
- 6 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....
Patient Financial Advisor, Day Shift, Rehabilitation
- Rockville, MD (23 miles from Bowie, MD)
- 7 days ago
- Rockville, MD (23 miles from Bowie, MD)
- 7 days ago
Adventist Rehabilitation - Rockville If you are a current Adventist HealthCare employee, please click this link to apply through your Workday account. Adventist HealthCare seeks to hire an...
Demographic Data for Bowie, MD
Moving to Bowie, MD? Find some basic demographic data about Bowie, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Bowie, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Bowie, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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