Personal Banker Jobs in Brandywine, 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.
Merrill Associate Client Relationship Manager
- Washington, DC (20 miles from Brandywine, MD)
- 2 hours ago
- Washington, DC (20 miles from Brandywine, MD)
- 2 hours ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Associate Personal Banker (SAFE) - Ballston Metro
- Arlington, VA (22 miles from Brandywine, MD)
- 13 hours ago
- Arlington, VA (22 miles from Brandywine, MD)
- 13 hours 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 - Bowie Stonybrook
- Bowie, MD (23 miles from Brandywine, MD)
- 1 day ago
- Bowie, MD (23 miles from Brandywine, MD)
- 1 day ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Bowie, Maryland....
Private Client Banker - Prince Frederick, Maryland
- Prince Frederick, MD (15 miles from Brandywine, MD)
- 1 day ago
- Prince Frederick, MD (15 miles from Brandywine, MD)
- 1 day 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...
- La Plata, MD (14 miles from Brandywine, MD)
- 2 days ago
- La Plata, MD (14 miles from Brandywine, MD)
- 2 days ago
As a Personal Banker within PNC's Retail Branch Banking organization, you will be based in La Plata, Maryland in the Hawthorne Road branch....
Private Client Banker (New Build) - Annandale - Annandale, VA
- Annandale, VA (24 miles from Brandywine, MD)
- 4 days ago
- Annandale, VA (24 miles from Brandywine, MD)
- 4 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...
Deputy Customer Relationship Manager
- Washington, DC (20 miles from Brandywine, MD)
- 5 days ago
- Washington, DC (20 miles from Brandywine, MD)
- 5 days ago
We are seeking an experienced Deputy Customer Relationship Manager to support a complex IT operations program within the U.S. Department of Justice (DOJ). This on-site role supports day-to-day...
- Alexandria, VA (17 miles from Brandywine, MD)
- 8 days ago
- Alexandria, VA (17 miles from Brandywine, MD)
- 8 days ago
The Financial Advisor is a client-facing representative of Burke & Herbert Wealth Management who will assist customers with investment and financial planning needs....
Personal Banker SAFE Act McPherson WASHINGTON
- Washington, DC (20 miles from Brandywine, MD)
- 9 days ago
- Washington, DC (20 miles from Brandywine, MD)
- 9 days ago
Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA....
Private Client Banker - Chevy Chase Connecticut Ave - Washington, DC
- Washington, DC (20 miles from Brandywine, MD)
- 10 days ago
- Washington, DC (20 miles from Brandywine, MD)
- 10 days ago
JobID: 210617616 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-04-15T14:55:54+00:00 JobShift: Base Pay/Salary: Washington,DC $25.00-$30.29 You have a passion for taking...
Associate Roving Personal Banker - Arlington District
- Falls Church, VA (23 miles from Brandywine, MD)
- 10 days ago
- Falls Church, VA (23 miles from Brandywine, MD)
- 10 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....
- Prince Frederick, MD (15 miles from Brandywine, MD)
- 11 days ago
- Prince Frederick, MD (15 miles from Brandywine, MD)
- 11 days ago
This job posting is anticipated to remain open for 30 days, from 14-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Private Client Banker - Maryland East Market - Edgewater, Maryland
- Edgewater, MD (23 miles from Brandywine, MD)
- 15 days ago
- Edgewater, MD (23 miles from Brandywine, MD)
- 15 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...
Roving Personal Banker - DC Capitol Hill District
- Washington, DC (20 miles from Brandywine, MD)
- 16 days ago
- Washington, DC (20 miles from Brandywine, MD)
- 16 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....
- Alexandria, VA (17 miles from Brandywine, MD)
- 17 days ago
- Alexandria, VA (17 miles from Brandywine, MD)
- 17 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Alexandria, Virginia....
Demographic Data for Brandywine, MD
Moving to Brandywine, MD? Find some basic demographic data about Brandywine, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Brandywine, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Brandywine, 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
- Mortgage Lending
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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