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.
Personal Banker - SAFE ACT - Gaithersburg MD (Maryland/Capitol Area)
- Gaithersburg, MD (23 miles from Frederick, MD)
- 3 days ago
- Gaithersburg, MD (23 miles from Frederick, 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....
Financial Advisor - Germantown, MD
- Germantown, MD (22 miles from Frederick, MD)
- 6 days ago
- Germantown, MD (22 miles from Frederick, MD)
- 6 days ago
Financial Advisor Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients,...
- Smithsburg, MD (17 miles from Frederick, MD)
- 7 days ago
- Smithsburg, MD (17 miles from Frederick, MD)
- 7 days ago
This job posting is anticipated to remain open for 30 days, from 28-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
- New Market, MD (5 miles from Frederick, MD)
- 11 days ago
- New Market, MD (5 miles from Frederick, MD)
- 11 days ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients....
Patient Financial Advisor I (Hybrid), Day Shift, Patient Financial Servies
- Gaithersburg, MD (23 miles from Frederick, MD)
- 12 days ago
- Gaithersburg, MD (23 miles from Frederick, MD)
- 12 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...
As a Personal Banker within PNC's Retail Banking organization, you will be based in Frederick, MD....
- Gaithersburg, MD (23 miles from Frederick, MD)
- 14 days ago
- Gaithersburg, MD (23 miles from Frederick, MD)
- 14 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Gaithersburg, MD. Bilingual Spanish speaking candidate preferred....
Patient Financial Advisor (HYBRID), Day Shift, Eligibility and Financial Clearance
- Gaithersburg, MD (23 miles from Frederick, MD)
- 14 days ago
- Gaithersburg, MD (23 miles from Frederick, MD)
- 14 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...
Maryland/Capitol Area- Personal Banker SAFE Act - B10
- Gaithersburg, MD (23 miles from Frederick, MD)
- 30+ days ago
- Gaithersburg, MD (23 miles from Frederick, MD)
- 30+ 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....
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 WorkPatient Financial Advisor, (Hybrid), Day Shift, Surgical Scheduler
- Gaithersburg, MD (23 miles from Frederick, MD)
- 60+ days ago
- Gaithersburg, MD (23 miles from Frederick, MD)
- 60+ 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 (HYBRID), Day Shift, Ancillary/Diagnostic Scheduler
- 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...
Patient Financial Advisor III / Lead, Day Shift, Patient Customer Service
- 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...
Financial Advisor - Montgomery, Frederick and Washington County MD
- Frederick, MD
- 90+ days ago
- Frederick, MD
- 90+ 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...
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
- Consultative Sales
- 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
- 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
- Inbound/Outbound Calling
- Closing
- Relationship Management
- Retail
- Math
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Coaching
- Reporting
- Interpersonal Skills
- Policy Development
- Problem Solving
- Regulations
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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