Personal Banker Jobs in Edgewater, 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.
Personal Banker - Bowie Stonybrook
- Bowie, MD (11 miles from Edgewater, MD)
- 1 day ago
- Bowie, MD (11 miles from Edgewater, MD)
- 1 day ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Bowie, Maryland....
- Annapolis, MD (4 miles from Edgewater, MD)
- 10 days ago
- Annapolis, MD (4 miles from Edgewater, 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 (4 miles from Edgewater, MD)
- 10 days ago
- Annapolis, MD (4 miles from Edgewater, 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 Work- Annapolis, MD (4 miles from Edgewater, MD)
- 11 days ago
- Annapolis, MD (4 miles from Edgewater, MD)
- 11 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...
- Saint Michaels, MD (18 miles from Edgewater, MD)
- 13 days ago
- Saint Michaels, MD (18 miles from Edgewater, MD)
- 13 days ago
Shore United Bank is seeking a full-time Personal Banker to join our team. A Personal Banker is responsible for assisting clients in managing their bank accounts and finances....
Private Client Banker - Maryland East Market - Edgewater, Maryland
- Edgewater, MD
- 15 days ago
- Edgewater, 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...
- Annapolis, MD (4 miles from Edgewater, MD)
- 15 days ago
- Annapolis, MD (4 miles from Edgewater, MD)
- 15 days ago
Shore United Bank is seeking a full-time Personal Banker to join our team. A Personal Banker is responsible for assisting clients in managing their bank accounts and finances....
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Personal Financial Representative-MD
- Millersville, MD (18 miles from Edgewater, MD)
- 30+ days ago
- Millersville, MD (18 miles from Edgewater, MD)
- 30+ 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 WorkFinancial Advisor - PNC Investments
- Annapolis, MD (4 miles from Edgewater, MD)
- 45+ days ago
- Annapolis, MD (4 miles from Edgewater, MD)
- 45+ 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...
Financial Advisor - Educational Systems Federal Credit Union
- Greenbelt, MD (18 miles from Edgewater, MD)
- 90+ days ago
- Greenbelt, MD (18 miles from Edgewater, MD)
- 90+ days ago
Financial Advisor - Educational Systems Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to...
- Odenton, MD (12 miles from Edgewater, MD)
- 90+ days ago
- Odenton, MD (12 miles from Edgewater, MD)
- 90+ days ago
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
Demographic Data for Edgewater, MD
Moving to Edgewater, MD? Find some basic demographic data about Edgewater, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Edgewater, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Edgewater, 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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