Personal Banker Jobs in Fort Meade, 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 (16 miles from Fort Meade, MD)
- 1 day ago
- Olney, MD (16 miles from Fort Meade, MD)
- 1 day 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 (19 miles from Fort Meade, MD)
- 19 hours ago
- Bethesda, MD (19 miles from Fort Meade, MD)
- 19 hours 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...
- Alexandria, VA (24 miles from Fort Meade, MD)
- 19 hours ago
- Alexandria, VA (24 miles from Fort Meade, MD)
- 19 hours ago
The ideal candidate will deliver personalized financial plans to help clients achieve their long-term financial goals. Responsibilities Take a lead role on assigned client relationships ($25M AUM)...
Personal Banker - North Washington
- Alexandria, VA (24 miles from Fort Meade, MD)
- 22 hours ago
- Alexandria, VA (24 miles from Fort Meade, MD)
- 22 hours ago
As a Personal Banker in a Traditional Branch, you will strengthen customer relationships with a defined sales process....
Merrill Team Financial Advisor
- Annapolis, MD (13 miles from Fort Meade, MD)
- 1 day ago
- Annapolis, MD (13 miles from Fort Meade, MD)
- 1 day ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Personal Banker Wilson and Adams
- Arlington, VA (22 miles from Fort Meade, MD)
- 1 day ago
- Arlington, VA (22 miles from Fort Meade, MD)
- 1 day 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....
- Glen Burnie, MD (12 miles from Fort Meade, MD)
- 1 day ago
- Glen Burnie, MD (12 miles from Fort Meade, MD)
- 1 day ago
management, and retirement planning Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning....
- Olney, MD (16 miles from Fort Meade, MD)
- 1 day ago
- Olney, MD (16 miles from Fort Meade, MD)
- 1 day 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...
- Arlington, VA (22 miles from Fort Meade, MD)
- 2 days ago
- Arlington, VA (22 miles from Fort Meade, MD)
- 2 days ago
About Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family...
- Baltimore, MD (16 miles from Fort Meade, MD)
- 2 days ago
- Baltimore, MD (16 miles from Fort Meade, MD)
- 2 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Baltimore, MD....
Personal Banker SAFE Act - B10 - Farragut North Branch - WASHINGTON
- Washington, DC (19 miles from Fort Meade, MD)
- 3 days ago
- Washington, DC (19 miles from Fort Meade, MD)
- 3 days ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
Patient Financial Advisor II, Day Shift, Patient Customer Service
- Silver Spring, MD (13 miles from Fort Meade, MD)
- 4 days ago
- Silver Spring, MD (13 miles from Fort Meade, MD)
- 4 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 (20 miles from Fort Meade, MD)
- 5 days ago
- Rockville, MD (20 miles from Fort Meade, MD)
- 5 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 (20 miles from Fort Meade, MD)
- 5 days ago
- Rockville, MD (20 miles from Fort Meade, MD)
- 5 days ago
Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Rockville, Maryland....
- Baltimore, MD (16 miles from Fort Meade, MD)
- 5 days ago
- Baltimore, MD (16 miles from Fort Meade, MD)
- 5 days ago
About Elite Income Advisors At Elite Income Advisors, we are driven by a single, powerful philosophy: it's not about running out of money - it's about running out of income. We're not just a firm...
Demographic Data for Fort Meade, MD
Moving to Fort Meade, MD? Find some basic demographic data about Fort Meade, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Fort Meade, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Fort Meade, 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
- Mortgage Lending
- 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
- Listening
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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