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.
- Washington, DC (22 miles from Columbia, MD)
- moments ago
- Washington, DC (22 miles from Columbia, MD)
- moments ago
As a Personal Banker within PNC's retail organization, you will be based in Washington, DC....
- Baltimore, MD (15 miles from Columbia, MD)
- 1 day ago
- Baltimore, MD (15 miles from Columbia, MD)
- 1 day ago
Company Description Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. With more than $265.0 billion in assets under management, $28.1...
Associate Personal Banker (SAFE) - Ballston Metro
- Arlington, VA (24 miles from Columbia, MD)
- 1 day ago
- Arlington, VA (24 miles from Columbia, MD)
- 1 day 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....
US Experienced Financial Advisor
- Arlington, VA (24 miles from Columbia, MD)
- 1 day ago
- Arlington, VA (24 miles from Columbia, MD)
- 1 day ago
We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business...
- Washington, DC (22 miles from Columbia, MD)
- 2 days ago
- Washington, DC (22 miles from Columbia, MD)
- 2 days ago
Requirements Bachelor's degree in finance, business administration, or a related field. 3 years of experience in client service within the financial services industry, preferably in wealth management...
Personal Banker Associate 1 - Washington Village
- Baltimore, MD (15 miles from Columbia, MD)
- 3 days ago
- Baltimore, MD (15 miles from Columbia, MD)
- 3 days ago
Banker job family....
Private Client Banker - DC Union Market - Washington, DC
- Washington, DC (22 miles from Columbia, MD)
- 5 days ago
- Washington, DC (22 miles from Columbia, MD)
- 5 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 Financial Representative-MD
- Baltimore, MD (15 miles from Columbia, MD)
- 5 days ago
- Baltimore, MD (15 miles from Columbia, MD)
- 5 days 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 Work- Greenbelt, MD (13 miles from Columbia, MD)
- 6 days ago
- Greenbelt, MD (13 miles from Columbia, MD)
- 6 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Greenbelt, Maryland. Bilingual Spanish preferred....
- Owings Mills, MD (16 miles from Columbia, MD)
- 6 days ago
- Owings Mills, MD (16 miles from Columbia, MD)
- 6 days ago
About Cognizant Cognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the digital era. Our industry-based, consultative...
Financial Advisor - Signal Financial Federal Credit Union
- Kensington, MD (16 miles from Columbia, MD)
- 7 days ago
- Kensington, MD (16 miles from Columbia, MD)
- 7 days ago
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Signal Financial...
Financial Advisor - Educational Systems Federal Credit Union
- Greenbelt, MD (13 miles from Columbia, MD)
- 7 days ago
- Greenbelt, MD (13 miles from Columbia, MD)
- 7 days ago
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Educational...
Personal Banker SAFE Act Gaithersburg
- Gaithersburg, MD (16 miles from Columbia, MD)
- 7 days ago
- Gaithersburg, MD (16 miles from Columbia, MD)
- 7 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....
Maven Wealth Management is hiring for an administrative assistant position who will work directly with financial advisors....
Personal Banker Roving Arlington District
- Arlington, VA (24 miles from Columbia, MD)
- 11 days ago
- Arlington, VA (24 miles from Columbia, MD)
- 11 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....
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
- 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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