Personal Banker Jobs in Chevy Chase, 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.
2026 January Financial Advisor Development Program - Washington DC
- Washington, DC (6 miles from Chevy Chase, MD)
- 16 hours ago
- Washington, DC (6 miles from Chevy Chase, MD)
- 16 hours ago
A background in business administration, wealth management, financial planning, or finance is preferred....
Financial Advisor - West Springfield, VA
- Springfield, VA (16 miles from Chevy Chase, MD)
- 17 hours ago
- Springfield, VA (16 miles from Chevy Chase, MD)
- 17 hours ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
Personal Banker - Woodmore Towne Centre
- Glenarden, MD (12 miles from Chevy Chase, MD)
- 1 day ago
- Glenarden, MD (12 miles from Chevy Chase, MD)
- 1 day ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Glenarden, Maryland....
Financial Advisor - Centreville
- Centreville, VA (22 miles from Chevy Chase, MD)
- 1 day ago
- Centreville, VA (22 miles from Chevy Chase, MD)
- 1 day ago
To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion...
- Berwyn Heights, MD (8 miles from Chevy Chase, MD)
- 1 day ago
- Berwyn Heights, MD (8 miles from Chevy Chase, MD)
- 1 day ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in College Park, MD. Bilingual Spanish-speaking candidate preferred....
Personal Banker Falls Church Branch
- Falls Church, VA (9 miles from Chevy Chase, MD)
- 2 days ago
- Falls Church, VA (9 miles from Chevy Chase, MD)
- 2 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....
Personal Banker - Laurel Main Street
- Laurel, MD (13 miles from Chevy Chase, MD)
- 3 days ago
- Laurel, MD (13 miles from Chevy Chase, MD)
- 3 days 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 (11 miles from Chevy Chase, MD)
- 5 days ago
- Alexandria, VA (11 miles from Chevy Chase, 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....
- Takoma Park, MD (4 miles from Chevy Chase, MD)
- 5 days ago
- Takoma Park, MD (4 miles from Chevy Chase, MD)
- 5 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...
Bilingual Spanish Associate Personal Banker - Barcroft
- Arlington, VA (6 miles from Chevy Chase, MD)
- 7 days ago
- Arlington, VA (6 miles from Chevy Chase, MD)
- 7 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 (13 miles from Chevy Chase, MD)
- 8 days ago
- Oxon Hill, MD (13 miles from Chevy Chase, MD)
- 8 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Oxon Hill, Maryland....
Maryland/Capitol Area- Personal Banker SAFE Act - B10
- Gaithersburg, MD (12 miles from Chevy Chase, MD)
- 9 days ago
- Gaithersburg, MD (12 miles from Chevy Chase, MD)
- 9 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....
Merrill Market Client Relationship Manager
- North Bethesda, MD (5 miles from Chevy Chase, MD)
- 10 days ago
- North Bethesda, MD (5 miles from Chevy Chase, MD)
- 10 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....
Personal Banker Cascades Overlook
- Sterling, VA (18 miles from Chevy Chase, MD)
- 10 days ago
- Sterling, VA (18 miles from Chevy Chase, MD)
- 10 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....
- Annandale, VA (12 miles from Chevy Chase, MD)
- 14 days ago
- Annandale, VA (12 miles from Chevy Chase, MD)
- 14 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Annandale, Virginia....
Demographic Data for Chevy Chase, MD
Moving to Chevy Chase, MD? Find some basic demographic data about Chevy Chase, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Chevy Chase, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Chevy Chase, 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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