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
- Takoma Park, MD (14 miles from Bowie, MD)
- 3 days ago
- Takoma Park, MD (14 miles from Bowie, MD)
- 3 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 26-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker - Laurel Main Street
- Laurel, MD (10 miles from Bowie, MD)
- 4 hours ago
- Laurel, MD (10 miles from Bowie, MD)
- 4 hours ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Laurel, Maryland....
Pinecrest Associate Personal Banker - Alexandria, VA
- Alexandria, VA (21 miles from Bowie, MD)
- 2 days ago
- Alexandria, VA (21 miles from Bowie, MD)
- 2 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....
- Takoma Park, MD (14 miles from Bowie, MD)
- 2 days ago
- Takoma Park, MD (14 miles from Bowie, MD)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 26-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Associate Personal Banker Westside Shopping Ctr Branch
- Baltimore, MD (21 miles from Bowie, MD)
- 3 days ago
- Baltimore, MD (21 miles from Bowie, MD)
- 3 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....
Associate Personal Banker - Falls Church
- Falls Church, VA (23 miles from Bowie, MD)
- 4 days ago
- Falls Church, VA (23 miles from Bowie, MD)
- 4 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....
Associate Personal Banker Lake Shore Plaza Branch
- Pasadena, MD (15 miles from Bowie, MD)
- 4 days ago
- Pasadena, MD (15 miles from Bowie, MD)
- 4 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....
Bilingual Spanish Associate Personal Banker Harundale Branch
- Glen Burnie, MD (15 miles from Bowie, MD)
- 4 days ago
- Glen Burnie, MD (15 miles from Bowie, MD)
- 4 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....
Bilingual Spanish Associate Personal Banker - Barcroft
- Arlington, VA (20 miles from Bowie, MD)
- 4 days ago
- Arlington, VA (20 miles from Bowie, MD)
- 4 days ago
About this role: Wells Fargo is seeking a Bilingual Spanish Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Oxon Hill, MD (19 miles from Bowie, MD)
- 5 days ago
- Oxon Hill, MD (19 miles from Bowie, MD)
- 5 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Oxon Hill, Maryland....
Merrill Market Client Relationship Manager
- North Bethesda, MD (21 miles from Bowie, MD)
- 7 days ago
- North Bethesda, MD (21 miles from Bowie, MD)
- 7 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....
Financial Advisor Opportunities for Licensed Professionals
- Rockville, MD (23 miles from Bowie, MD)
- 9 days ago
- Rockville, MD (23 miles from Bowie, MD)
- 9 days ago
time management skills + Ability to travel within assigned market to meet prospects, clients and partners five days a week + Ability to commute within assigned territory + Strong understanding of wealth...
Patient Financial Advisor - Grace Medical Center
- Baltimore, MD (21 miles from Bowie, MD)
- 11 days ago
- Baltimore, MD (21 miles from Bowie, MD)
- 11 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...
Personal Banker - Shepherd Park
- Washington, DC (17 miles from Bowie, MD)
- 13 days ago
- Washington, DC (17 miles from Bowie, MD)
- 13 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Washington, DC....
Financial Advisor / CFP - Baltimore, Maryland
- Baltimore, MD (21 miles from Bowie, MD)
- 15 days ago
- Baltimore, MD (21 miles from Bowie, MD)
- 15 days ago
About Us: Melnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses...
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
- 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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