Personal Banker Jobs in Columbia, 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.
- Takoma Park, MD (16 miles from Columbia, MD)
- 9 hours ago
- Takoma Park, MD (16 miles from Columbia, MD)
- 9 hours ago
This job posting is anticipated to remain open for 30 days, from 24-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banker - Bowie Stonybrook
- Bowie, MD (16 miles from Columbia, MD)
- 23 hours ago
- Bowie, MD (16 miles from Columbia, MD)
- 23 hours ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Bowie, Maryland....
Patient Financial Advisor III / Lead, Day Shift, Patient Customer Service
- Gaithersburg, MD (16 miles from Columbia, MD)
- 1 day ago
- Gaithersburg, MD (16 miles from Columbia, MD)
- 1 day ago
Support Center If you are a current Adventist HealthCare employee, please click this link to apply through your Workday account. Adventist HealthCare seeks to hire an experienced Patient Financial...
Patient Financial Advisor (Hybrid), Day Shift, Patient Customer Service
- Gaithersburg, MD (16 miles from Columbia, MD)
- 2 days ago
- Gaithersburg, MD (16 miles from Columbia, MD)
- 2 days ago
Support Center If you are a current Adventist HealthCare employee, please click this link to apply through your Workday account. Adventist HealthCare seeks to hire an experienced Patient Financial...
- Germantown, MD (22 miles from Columbia, MD)
- 2 days ago
- Germantown, MD (22 miles from Columbia, 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....
Financial Advisor - Rockville, MD
- Rockville, MD (16 miles from Columbia, MD)
- 2 days ago
- Rockville, MD (16 miles from Columbia, MD)
- 2 days ago
management business development techniques, products, services and overall industry....
Financial Advisor - Securities Administration
- Rockville, MD (16 miles from Columbia, MD)
- 3 days ago
- Rockville, MD (16 miles from Columbia, MD)
- 3 days ago
Coach and train Senior and Licensed Personal Bankers and branch employees....
- Rockville, MD (16 miles from Columbia, MD)
- 4 days ago
- Rockville, MD (16 miles from Columbia, 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....
Deputy Customer Relationship Manager
- Washington, DC (22 miles from Columbia, MD)
- 5 days ago
- Washington, DC (22 miles from Columbia, 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...
- Tysons, VA (24 miles from Columbia, MD)
- 8 days ago
- Tysons, VA (24 miles from Columbia, MD)
- 8 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Vienna, VA....
Personal Banker SAFE Act McPherson WASHINGTON
- Washington, DC (22 miles from Columbia, MD)
- 8 days ago
- Washington, DC (22 miles from Columbia, MD)
- 8 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 (22 miles from Columbia, MD)
- 9 days ago
- Washington, DC (22 miles from Columbia, MD)
- 9 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...
- Annapolis, MD (23 miles from Columbia, MD)
- 10 days ago
- Annapolis, MD (23 miles from Columbia, MD)
- 10 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
Contact Center Personal Banker
- Annapolis, MD (23 miles from Columbia, MD)
- 10 days ago
- Annapolis, MD (23 miles from Columbia, MD)
- 10 days ago
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote WorkPrivate Client Banker - Dupont Circle - Washington, DC
- Washington, DC (22 miles from Columbia, MD)
- 11 days ago
- Washington, DC (22 miles from Columbia, MD)
- 11 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 Columbia, MD
Moving to Columbia, MD? Find some basic demographic data about Columbia, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Columbia, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Columbia, 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
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- 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
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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