Personal Banker Jobs in Emmitsburg, 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.
Private Client Financial Advisor - Hanover, MA
- Hanover, PA (20 miles from Emmitsburg, MD)
- 14 days ago
- Hanover, PA (20 miles from Emmitsburg, MD)
- 14 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
US Experienced Financial Advisor
- Hagerstown, MD (20 miles from Emmitsburg, MD)
- 15 days ago
- Hagerstown, MD (20 miles from Emmitsburg, MD)
- 15 days 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...
Financial Advisor - Frederick County, MD
- Frederick, MD (14 miles from Emmitsburg, MD)
- 16 days ago
- Frederick, MD (14 miles from Emmitsburg, MD)
- 16 days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Remote Work- New Market, MD (18 miles from Emmitsburg, MD)
- 16 days ago
- New Market, MD (18 miles from Emmitsburg, MD)
- 16 days ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients....
- Hagerstown, MD (20 miles from Emmitsburg, MD)
- 30+ days ago
- Hagerstown, MD (20 miles from Emmitsburg, MD)
- 30+ days ago
This job posting is anticipated to remain open for 30 days, from 05-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor - Career Change Opportunity
- Hagerstown, MD (20 miles from Emmitsburg, MD)
- 30+ days ago
- Hagerstown, MD (20 miles from Emmitsburg, MD)
- 30+ days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 05-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Advisor - Montgomery, Frederick and Washington County MD
- Frederick, MD (14 miles from Emmitsburg, MD)
- 90+ days ago
- Frederick, MD (14 miles from Emmitsburg, MD)
- 90+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
- Frederick, MD (14 miles from Emmitsburg, MD)
- 90+ days ago
- Frederick, MD (14 miles from Emmitsburg, 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 Emmitsburg, MD
Moving to Emmitsburg, MD? Find some basic demographic data about Emmitsburg, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Emmitsburg, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Emmitsburg, 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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