Personal Banker Jobs in Essex, 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.
Associate Personal Banker Westside Shopping Ctr Branch
- Baltimore, MD (10 miles from Essex, MD)
- 3 days ago
- Baltimore, MD (10 miles from Essex, MD)
- 3 days 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....
Associate Personal Banker Lake Shore Plaza Branch
- Pasadena, MD (12 miles from Essex, MD)
- 4 days ago
- Pasadena, MD (12 miles from Essex, MD)
- 4 days 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....
Bilingual Spanish Associate Personal Banker Harundale Branch
- Glen Burnie, MD (11 miles from Essex, MD)
- 4 days ago
- Glen Burnie, MD (11 miles from Essex, MD)
- 4 days 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....
Financial Advisor - Career Change Opportunity
- Havre de Grace, MD (23 miles from Essex, MD)
- 5 days ago
- Havre de Grace, MD (23 miles from Essex, MD)
- 5 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 24-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Havre de Grace, MD (23 miles from Essex, MD)
- 5 days ago
- Havre de Grace, MD (23 miles from Essex, MD)
- 5 days ago
This job posting is anticipated to remain open for 30 days, from 24-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
- Towson, MD (11 miles from Essex, MD)
- 7 days ago
- Towson, MD (11 miles from Essex, MD)
- 7 days ago
As a Personal Banker within PNC's Retail Branch Banking organization, you will be based in Towson, Maryland....
Patient Financial Advisor - Grace Medical Center
- Baltimore, MD (10 miles from Essex, MD)
- 11 days ago
- Baltimore, MD (10 miles from Essex, MD)
- 11 days ago
Summary JOB SUMMARY: This position collects and documents accurate demographic information, verifies eligibility and benefits for all insured patients, develops or discovers a payer source for...
Financial Advisor / CFP - Baltimore, Maryland
- Baltimore, MD (10 miles from Essex, MD)
- 15 days ago
- Baltimore, MD (10 miles from Essex, MD)
- 15 days ago
About Us: Melnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses...
US Experienced Financial Advisor
- Columbia, MD (24 miles from Essex, MD)
- 15 days ago
- Columbia, MD (24 miles from Essex, 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 - Columbia, MD and Surrounding
- Columbia, MD (24 miles from Essex, MD)
- 15 days ago
- Columbia, MD (24 miles from Essex, MD)
- 15 days ago
Thrivent Financial Advisor 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...
Financial Advisor -Howard County, MD
- Linthicum Heights, MD (13 miles from Essex, MD)
- 15 days ago
- Linthicum Heights, MD (13 miles from Essex, MD)
- 15 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 WorkPersonal Banker Associate 1 - Washington Village
- Baltimore, MD (10 miles from Essex, MD)
- 24 days ago
- Baltimore, MD (10 miles from Essex, MD)
- 24 days ago
Banker job family....
Personal Financial Representative-MD
- Baltimore, MD (10 miles from Essex, MD)
- 26 days ago
- Baltimore, MD (10 miles from Essex, MD)
- 26 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- Owings Mills, MD (21 miles from Essex, MD)
- 27 days ago
- Owings Mills, MD (21 miles from Essex, MD)
- 27 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...
Merrill Experienced Financial Advisor
- Baltimore, MD (10 miles from Essex, MD)
- 30+ days ago
- Baltimore, MD (10 miles from Essex, MD)
- 30+ 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....
Demographic Data for Essex, MD
Moving to Essex, MD? Find some basic demographic data about Essex, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Essex, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Essex, 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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