Personal Banker Jobs in Kensington, 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.
Insurance Verification Specialist - Patient Financial Advisor
- Silver Spring, MD (3 miles from Kensington, MD)
- moments ago
- Silver Spring, MD (3 miles from Kensington, MD)
- moments ago
Insurance Verification Specialist - Patient Financial Advisor Quadrant, Inc. United States, Maryland, Silver Spring Jun 11, 2025 Insurance Coordinator - Out Patient - Hospital Silver Spring, MD...
Personal Banker Roving Prince William North District
- Centreville, VA (23 miles from Kensington, MD)
- 6 hours ago
- Centreville, VA (23 miles from Kensington, MD)
- 6 hours 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....
- Silver Spring, MD (3 miles from Kensington, MD)
- 1 day ago
- Silver Spring, MD (3 miles from Kensington, 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....
Project Manager-Federal Financial Advisor/ TS Clearance
- Washington, DC (9 miles from Kensington, MD)
- 2 days ago
- Washington, DC (9 miles from Kensington, MD)
- 2 days ago
Chevo is hiring an experienced Project Manager / WCF Financial Advisor to join our expanding firm. This position provides the opportunity for significant client interaction by learning the...
Associate Personal Banker Congressional Branch Plaza
- Rockville, MD (5 miles from Kensington, MD)
- 3 days ago
- Rockville, MD (5 miles from Kensington, 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....
Private Client Banker - Virginia Metro - Sterling, VA
- Sterling, VA (18 miles from Kensington, MD)
- 3 days ago
- Sterling, VA (18 miles from Kensington, MD)
- 3 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...
Bilingual Spanish Personal Banker
- Herndon, VA (16 miles from Kensington, MD)
- 4 days ago
- Herndon, VA (16 miles from Kensington, MD)
- 4 days ago
As a Personal Banker within PNC's retail organization, you will be based in Herndon, VA....
- Washington, DC (9 miles from Kensington, MD)
- 4 days ago
- Washington, DC (9 miles from Kensington, MD)
- 4 days ago
As a Personal Banker within PNC's retail organization, you will be based in Washington, DC....
- Fairfax, VA (22 miles from Kensington, MD)
- 5 days ago
- Fairfax, VA (22 miles from Kensington, MD)
- 5 days ago
management services....
Customer Relationship Manager / Budget Analyst
- Reston, VA (14 miles from Kensington, MD)
- 6 days ago
- Reston, VA (14 miles from Kensington, MD)
- 6 days ago
SHINE Systems is hiring a Customer Relationship Manager (CRM) with Budget Analyst and/or Acquisition experience to work in support of a financial and acquisition systems operational environment...
US Experienced Financial Advisor
- Arlington, VA (9 miles from Kensington, MD)
- 6 days ago
- Arlington, VA (9 miles from Kensington, MD)
- 6 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...
Private Client Banker - DC Union Market - Washington, DC
- Washington, DC (9 miles from Kensington, MD)
- 9 days ago
- Washington, DC (9 miles from Kensington, MD)
- 9 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...
- Greenbelt, MD (10 miles from Kensington, MD)
- 10 days ago
- Greenbelt, MD (10 miles from Kensington, MD)
- 10 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Greenbelt, Maryland. Bilingual Spanish preferred....
Financial Advisor - Signal Financial Federal Credit Union
- Kensington, MD
- 11 days ago
- Kensington, MD
- 11 days ago
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Signal Financial...
Financial Advisor - Educational Systems Federal Credit Union
- Greenbelt, MD (10 miles from Kensington, MD)
- 11 days ago
- Greenbelt, MD (10 miles from Kensington, MD)
- 11 days ago
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Educational...
Demographic Data for Kensington, MD
Moving to Kensington, MD? Find some basic demographic data about Kensington, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Kensington, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Kensington, 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
- Certified Financial Planner
- Check Cashing
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Listening
- Retail
- High School Diploma
- Business Development
- Investigation
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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