Personal Banker Jobs in Fallston, 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, Advisory Services
- Owings Mills, MD (20 miles from Fallston, MD)
- 2 days ago
- Owings Mills, MD (20 miles from Fallston, MD)
- 2 days ago
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of...
US Experienced Financial Advisor
- Towson, MD (13 miles from Fallston, MD)
- 4 days ago
- Towson, MD (13 miles from Fallston, MD)
- 4 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 model....
- Owings Mills, MD (20 miles from Fallston, MD)
- 4 days ago
- Owings Mills, MD (20 miles from Fallston, MD)
- 4 days ago
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of...
- Baltimore, MD (19 miles from Fallston, MD)
- 6 days ago
- Baltimore, MD (19 miles from Fallston, MD)
- 6 days ago
As a Personal Banker within PNC's Retail Branch Banker organization, you will be based in Baltimore, Maryland in the Charles Village Branch....
- Rosedale, MD (13 miles from Fallston, MD)
- 8 days ago
- Rosedale, MD (13 miles from Fallston, MD)
- 8 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...
Patient Financial Advisor - Grace Medical Center
- Baltimore, MD (19 miles from Fallston, MD)
- 24 days ago
- Baltimore, MD (19 miles from Fallston, MD)
- 24 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...
Personal Banker Associate I - Town Commons DeNovo(Greenacres)
- Charlestown, MD (24 miles from Fallston, MD)
- 26 days ago
- Charlestown, MD (24 miles from Fallston, MD)
- 26 days ago
Banker job family....
- Glen Rock, PA (24 miles from Fallston, MD)
- 26 days ago
- Glen Rock, PA (24 miles from Fallston, MD)
- 26 days ago
This job posting is anticipated to remain open for 30 days, from 17-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banker Associate 1 - Washington Village
- Baltimore, MD (19 miles from Fallston, MD)
- 30+ days ago
- Baltimore, MD (19 miles from Fallston, MD)
- 30+ days ago
Banker job family....
Personal Financial Representative-MD
- Baltimore, MD (19 miles from Fallston, MD)
- 30+ days ago
- Baltimore, MD (19 miles from Fallston, 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 Work- Owings Mills, MD (20 miles from Fallston, MD)
- 30+ days ago
- Owings Mills, MD (20 miles from Fallston, MD)
- 30+ 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 (19 miles from Fallston, MD)
- 45+ days ago
- Baltimore, MD (19 miles from Fallston, MD)
- 45+ 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 Fallston, MD
Moving to Fallston, MD? Find some basic demographic data about Fallston, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Fallston, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Fallston, 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
- 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
- Math
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Reporting
- Coaching
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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