Personal Banker Jobs in District Heights, 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.
Roving Personal Banker - Alexandria District
- Alexandria, VA (9 miles from District Heights, MD)
- 2 hours ago
- Alexandria, VA (9 miles from District Heights, MD)
- 2 hours 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....
Personal Financial Representative
- Washington, DC (8 miles from District Heights, MD)
- 3 hours ago
- Washington, DC (8 miles from District Heights, MD)
- 3 hours ago
Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility and access to new customers....
Remote Work- Cabin John, MD (17 miles from District Heights, MD)
- 12 hours ago
- Cabin John, MD (17 miles from District Heights, MD)
- 12 hours ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Potomac, MD....
US Experienced Financial Advisor
- Arlington, VA (11 miles from District Heights, MD)
- 12 hours ago
- Arlington, VA (11 miles from District Heights, MD)
- 12 hours 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 model....
- Washington, DC (8 miles from District Heights, MD)
- 1 day ago
- Washington, DC (8 miles from District Heights, MD)
- 1 day ago
As a Personal Banker within PNC's retail organization, you will be based in Washington, DC....
Associate Personal Banker - Falls Church
- Falls Church, VA (14 miles from District Heights, MD)
- 1 day ago
- Falls Church, VA (14 miles from District Heights, 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....
Personal Banker Bilingual Roving Prince William North District
- McLean, VA (15 miles from District Heights, MD)
- 1 day ago
- McLean, VA (15 miles from District Heights, MD)
- 1 day 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....
Personal Banker - Lee and Nutley
- Fairfax, VA (20 miles from District Heights, MD)
- 2 days ago
- Fairfax, VA (20 miles from District Heights, MD)
- 2 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Fairfax, Virginia. Bilingual Spanish preferred....
Financial Advisor - PNC Investments
- Rockville, MD (21 miles from District Heights, MD)
- 2 days ago
- Rockville, MD (21 miles from District Heights, MD)
- 2 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
- Washington, DC (8 miles from District Heights, MD)
- 3 days ago
- Washington, DC (8 miles from District Heights, MD)
- 3 days ago
As a Personal Banker within PNC's retail organization, you will be based in Washington, DC....
Patient Financial Advisor II, Day Shift, Patient Financial Services
- Silver Spring, MD (13 miles from District Heights, MD)
- 3 days ago
- Silver Spring, MD (13 miles from District Heights, MD)
- 3 days ago
White Oak Medical 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...
Personal Financial Representative-DC
- Washington, DC (8 miles from District Heights, MD)
- 4 days ago
- Washington, DC (8 miles from District Heights, MD)
- 4 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- Washington, DC (8 miles from District Heights, MD)
- 5 days ago
- Washington, DC (8 miles from District Heights, MD)
- 5 days ago
Management Group Identify potential existing Brokerage customers to initiate additional sales by actively "account managing" and refer customers with banking needs to retail banking partners Perform...
2026 January Financial Advisor Development Program - Washington DC
- Washington, DC (8 miles from District Heights, MD)
- 7 days ago
- Washington, DC (8 miles from District Heights, MD)
- 7 days ago
A background in business administration, wealth management, financial planning, or finance is preferred....
Financial Advisor - West Springfield, VA
- Springfield, VA (21 miles from District Heights, MD)
- 7 days ago
- Springfield, VA (21 miles from District Heights, MD)
- 7 days ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
Demographic Data for District Heights, MD
Moving to District Heights, MD? Find some basic demographic data about District Heights, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in District Heights, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in District Heights, 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
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- 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
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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