Personal Banker Jobs in Frederick, 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.
- Hagerstown, MD (23 miles from Frederick, MD)
- 16 hours ago
- Hagerstown, MD (23 miles from Frederick, MD)
- 16 hours ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Hagerstown, MD....
Patient Financial Advisor III / Lead, Day Shift, Patient Customer Service
- Gaithersburg, MD (23 miles from Frederick, MD)
- 1 day ago
- Gaithersburg, MD (23 miles from Frederick, MD)
- 1 day ago
Support 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 Financial...
Patient Financial Advisor (Hybrid), Day Shift, Patient Customer Service
- Gaithersburg, MD (23 miles from Frederick, MD)
- 2 days ago
- Gaithersburg, MD (23 miles from Frederick, MD)
- 2 days ago
Support 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 Financial...
Private Client Banker - Frederick Riverview Plaza - Frederick, Maryland
- Frederick, MD
- 8 days ago
- Frederick, MD
- 8 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
- Hagerstown, MD (23 miles from Frederick, MD)
- 9 days ago
- Hagerstown, MD (23 miles from Frederick, MD)
- 9 days ago
This job posting is anticipated to remain open for 30 days, from 15-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Patient Financial Advisor, (Hybrid) Day Shift, Pre-registration Eligibility and Finance Clearance
- Gaithersburg, MD (23 miles from Frederick, MD)
- 15 days ago
- Gaithersburg, MD (23 miles from Frederick, MD)
- 15 days ago
Support 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 Financial...
Patient Financial Advisor I (Hybrid), Day Shift, Patient Financial Services
- Gaithersburg, MD (23 miles from Frederick, MD)
- 25 days ago
- Gaithersburg, MD (23 miles from Frederick, MD)
- 25 days ago
Support 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 Financial...
Financial Advisor - Montgomery, Frederick and Washington County MD
- Frederick, MD
- 28 days ago
- Frederick, MD
- 28 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...
Financial Advisor - Securities Administration
- Damascus, MD (13 miles from Frederick, MD)
- 60+ days ago
- Damascus, MD (13 miles from Frederick, MD)
- 60+ days ago
Coach and train Senior and Licensed Personal Bankers and branch employees....
Bilingual Patient Financial Advisor I (Hybrid), Day Shift, Patient Financial Services
- Gaithersburg, MD (23 miles from Frederick, MD)
- 90+ days ago
- Gaithersburg, MD (23 miles from Frederick, MD)
- 90+ days ago
Support 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 Financial...
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 Frederick, MD
Moving to Frederick, MD? Find some basic demographic data about Frederick, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Frederick, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Frederick, 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
- Dodd-Frank
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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