Personal Banker Jobs in Elkridge, 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.
Financial Advisor - Career Change Opportunity
- Olney, MD (17 miles from Elkridge, MD)
- 3 days ago
- Olney, MD (17 miles from Elkridge, MD)
- 3 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 29-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Advisor - Wealth Management
- Bethesda, MD (24 miles from Elkridge, MD)
- 2 days ago
- Bethesda, MD (24 miles from Elkridge, MD)
- 2 days ago
management or financial planning with demonstrated ability to develop and manage plans and client relationships at many levels CFP designation highly preferred, or intention to obtain CFP designation...
Merrill Team Financial Advisor
- Annapolis, MD (17 miles from Elkridge, MD)
- 2 days ago
- Annapolis, MD (17 miles from Elkridge, MD)
- 2 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....
- Glen Burnie, MD (9 miles from Elkridge, MD)
- 3 days ago
- Glen Burnie, MD (9 miles from Elkridge, MD)
- 3 days ago
management, and retirement planning Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning....
- Olney, MD (17 miles from Elkridge, MD)
- 3 days ago
- Olney, MD (17 miles from Elkridge, MD)
- 3 days ago
This job posting is anticipated to remain open for 30 days, from 29-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Baltimore, MD (9 miles from Elkridge, MD)
- 4 days ago
- Baltimore, MD (9 miles from Elkridge, MD)
- 4 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Baltimore, MD....
Patient Financial Advisor II, Day Shift, Patient Customer Service
- Silver Spring, MD (18 miles from Elkridge, MD)
- 6 days ago
- Silver Spring, MD (18 miles from Elkridge, MD)
- 6 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...
- Rockville, MD (23 miles from Elkridge, MD)
- 7 days ago
- Rockville, MD (23 miles from Elkridge, MD)
- 7 days ago
Qualifications 5 to 10 years of experience in financial advisory or wealth management. Established, small client base with a drive to expand....
Financial Advisor (Teamed Position)
- Rockville, MD (23 miles from Elkridge, MD)
- 7 days ago
- Rockville, MD (23 miles from Elkridge, MD)
- 7 days ago
Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Rockville, Maryland....
- Annapolis, MD (17 miles from Elkridge, MD)
- 7 days ago
- Annapolis, MD (17 miles from Elkridge, MD)
- 7 days ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
Patient Financial Advisor (HYBRID), Day Shift, Ancillary/Diagnostic Scheduler
- Gaithersburg, MD (23 miles from Elkridge, MD)
- 7 days ago
- Gaithersburg, MD (23 miles from Elkridge, MD)
- 7 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...
Patient Financial Advisor III / Lead, Day Shift, Patient Customer Service
- Rockville, MD (23 miles from Elkridge, MD)
- 7 days ago
- Rockville, MD (23 miles from Elkridge, MD)
- 7 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...
Patient Financial Advisor III / Lead, Day Shift, Patient Customer Service
- Gaithersburg, MD (23 miles from Elkridge, MD)
- 10 days ago
- Gaithersburg, MD (23 miles from Elkridge, MD)
- 10 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...
Patient Financial Advisor (Hybrid), Day Shift, Patient Customer Service
- Gaithersburg, MD (23 miles from Elkridge, MD)
- 11 days ago
- Gaithersburg, MD (23 miles from Elkridge, MD)
- 11 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...
Financial Advisor - Rockville, MD
- Rockville, MD (23 miles from Elkridge, MD)
- 11 days ago
- Rockville, MD (23 miles from Elkridge, MD)
- 11 days ago
management business development techniques, products, services and overall industry....
Demographic Data for Elkridge, MD
Moving to Elkridge, MD? Find some basic demographic data about Elkridge, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Elkridge, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Elkridge, 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
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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