Personal Banker Jobs in Fort Washington, 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.
- Takoma Park, MD (15 miles from Fort Washington, MD)
- 1 day ago
- Takoma Park, MD (15 miles from Fort Washington, MD)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 14-Aug-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker SAFE ACT - Georgetown North Branch - WASHINGTON DC
- Washington, DC (9 miles from Fort Washington, MD)
- 1 day ago
- Washington, DC (9 miles from Fort Washington, MD)
- 1 day 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....
Personal Banker- Main and Judicial
- Fairfax, VA (19 miles from Fort Washington, MD)
- 1 day ago
- Fairfax, VA (19 miles from Fort Washington, MD)
- 1 day ago
As a Personal Banker within PNC's retail organization, you will be based in Fairfax, VA....
Roving Personal Banker -District Heights-Waldorf Area
- District Heights, MD (9 miles from Fort Washington, MD)
- 2 days ago
- District Heights, MD (9 miles from Fort Washington, MD)
- 2 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Hyattsville, MD (13 miles from Fort Washington, MD)
- 3 days ago
- Hyattsville, MD (13 miles from Fort Washington, 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....
- Washington, DC (9 miles from Fort Washington, MD)
- 4 days ago
- Washington, DC (9 miles from Fort Washington, 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....
- Washington, DC (9 miles from Fort Washington, MD)
- 4 days ago
- Washington, DC (9 miles from Fort Washington, MD)
- 4 days ago
We are seeking a proactive and client-focused Associate Financial Advisor to join our growing financial advisory team. In this role, you will be responsible for developing new business, building...
Independent Financial Advisor- Hybrid or Remote
- Washington, DC (9 miles from Fort Washington, MD)
- 4 days ago
- Washington, DC (9 miles from Fort Washington, MD)
- 4 days ago
The grass truly is greener as an independent business ownerbut independence doesnt mean going it alone. Our team is here to support you, with a full-time compliance officer, a CFA charter-holding...
Patient Financial Advisor, Day Shift, Rehabilitation
- Rockville, MD (24 miles from Fort Washington, MD)
- 4 days ago
- Rockville, MD (24 miles from Fort Washington, MD)
- 4 days ago
Adventist Rehabilitation - Rockville If you are a current Adventist HealthCare employee, please click this link to apply through your Workday account. Adventist HealthCare seeks to hire an...
- Lake Ridge, VA (17 miles from Fort Washington, MD)
- 7 days ago
- Lake Ridge, VA (17 miles from Fort Washington, MD)
- 7 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Merrill Experienced Financial Advisor Merrill Experienced Financial Advisor
- North Bethesda, MD (21 miles from Fort Washington, MD)
- 8 days ago
- North Bethesda, MD (21 miles from Fort Washington, MD)
- 8 days ago
Merrill Experienced Financial Advisor Bank of America 3.2 ( ) Multiple Locations Why you should apply for a job to Bank of America : Ranked as one of the 57% say women are treated fairly and...
Personal Banker Personal Banker
- Potomac, MD (22 miles from Fort Washington, MD)
- 8 days ago
- Potomac, MD (22 miles from Fort Washington, MD)
- 8 days ago
Personal Banker PNC Financial Services Group 3.6 ( ) Potomac, MD Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive management 73% say women are...
Financial Advisor - Lexington Park or Waldorf Financial Advisor - Lexington Park or Waldorf
- Waldorf, MD (12 miles from Fort Washington, MD)
- 8 days ago
- Waldorf, MD (12 miles from Fort Washington, MD)
- 8 days ago
Financial Advisor - Lexington Park or Waldorf Navy Federal Credit Union 4.8 ( ) Waldorf, MD Why you should apply for a job to Navy Federal Credit Union : Ranked as one of the 4.8/5 in overall job...
- Alexandria, VA (7 miles from Fort Washington, MD)
- 12 days ago
- Alexandria, VA (7 miles from Fort Washington, MD)
- 12 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Alexandria, Virginia....
Personal Banker - SAFE Act - Falls Church VA
- Falls Church, VA (11 miles from Fort Washington, MD)
- 14 days ago
- Falls Church, VA (11 miles from Fort Washington, MD)
- 14 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....
Demographic Data for Fort Washington, MD
Moving to Fort Washington, MD? Find some basic demographic data about Fort Washington, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Fort Washington, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Fort Washington, MD offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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