Personal Banker Jobs in Lothian, 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
- Takoma Park, MD (23 miles from Lothian, MD)
- 4 days ago
- Takoma Park, MD (23 miles from Lothian, MD)
- 4 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 26-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Berwyn Heights, MD (20 miles from Lothian, MD)
- moments ago
- Berwyn Heights, MD (20 miles from Lothian, MD)
- moments ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in College Park, MD. Bilingual Spanish-speaking candidate preferred....
Personal Banker - Laurel Main Street
- Laurel, MD (24 miles from Lothian, MD)
- 1 day ago
- Laurel, MD (24 miles from Lothian, MD)
- 1 day ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Laurel, Maryland....
Pinecrest Associate Personal Banker - Alexandria, VA
- Alexandria, VA (22 miles from Lothian, MD)
- 3 days ago
- Alexandria, VA (22 miles from Lothian, 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....
- Takoma Park, MD (23 miles from Lothian, MD)
- 4 days ago
- Takoma Park, MD (23 miles from Lothian, MD)
- 4 days ago
This job posting is anticipated to remain open for 30 days, from 26-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Associate Personal Banker Lake Shore Plaza Branch
- Pasadena, MD (23 miles from Lothian, MD)
- 5 days ago
- Pasadena, MD (23 miles from Lothian, MD)
- 5 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....
Bilingual Spanish Associate Personal Banker - Barcroft
- Arlington, VA (24 miles from Lothian, MD)
- 5 days ago
- Arlington, VA (24 miles from Lothian, MD)
- 5 days ago
About this role: Wells Fargo is seeking a Bilingual Spanish Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Oxon Hill, MD (19 miles from Lothian, MD)
- 6 days ago
- Oxon Hill, MD (19 miles from Lothian, MD)
- 6 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Oxon Hill, Maryland....
Personal Banker - Shepherd Park
- Washington, DC (22 miles from Lothian, MD)
- 14 days ago
- Washington, DC (22 miles from Lothian, MD)
- 14 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Washington, DC....
Project Manager-Federal Financial Advisor/ TS Clearance
- Washington, DC (22 miles from Lothian, MD)
- 20 days ago
- Washington, DC (22 miles from Lothian, MD)
- 20 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...
Financial Advisor - Educational Systems Federal Credit Union
- Greenbelt, MD (18 miles from Lothian, MD)
- 29 days ago
- Greenbelt, MD (18 miles from Lothian, MD)
- 29 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...
Financial Advisor - Alexandria VA
- Alexandria, VA (22 miles from Lothian, MD)
- 30+ days ago
- Alexandria, VA (22 miles from Lothian, MD)
- 30+ days ago
Management Group -Identify potential existing Brokerage customers to initiate additional sales by actively "account managing" and refer customers with banking needs to retail banking partners -Perform...
Merrill Experienced Financial Advisor
- Washington, DC (22 miles from Lothian, MD)
- 30+ days ago
- Washington, DC (22 miles from Lothian, MD)
- 30+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
- Brandywine, MD (13 miles from Lothian, MD)
- 30+ days ago
- Brandywine, MD (13 miles from Lothian, MD)
- 30+ days ago
As a(n) Personal Banker within PNC's Retail organization, you will be based in Wilmington, DE at the Brandywine Banking Center Branch....
Personal Banker SAFE Act- Palisades Branch- On-Site
- Washington, DC (22 miles from Lothian, MD)
- 30+ days ago
- Washington, DC (22 miles from Lothian, 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....
Demographic Data for Lothian, MD
Moving to Lothian, MD? Find some basic demographic data about Lothian, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lothian, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lothian, MD offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »