Personal Banker Jobs in Monrovia, 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 - PNC Investments
- Rockville, MD (19 miles from Monrovia, MD)
- 17 hours ago
- Rockville, MD (19 miles from Monrovia, MD)
- 17 hours ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
- Walkersville, MD (11 miles from Monrovia, MD)
- 1 day ago
- Walkersville, MD (11 miles from Monrovia, MD)
- 1 day ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Walkersville, MD....
Private Client Banker - Ashburn - Ashburn, VA
- Ashburn, VA (24 miles from Monrovia, MD)
- 1 day ago
- Ashburn, VA (24 miles from Monrovia, MD)
- 1 day 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...
Maryland/Capitol Area- Personal Banker SAFE Act - B10
- Gaithersburg, MD (14 miles from Monrovia, MD)
- 14 days ago
- Gaithersburg, MD (14 miles from Monrovia, 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....
Merrill Market Client Relationship Manager
- North Bethesda, MD (21 miles from Monrovia, MD)
- 15 days ago
- North Bethesda, MD (21 miles from Monrovia, MD)
- 15 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....
Financial Advisor - Frederick County, MD
- Frederick, MD (9 miles from Monrovia, MD)
- 25 days ago
- Frederick, MD (9 miles from Monrovia, MD)
- 25 days ago
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 Work- New Market, MD (4 miles from Monrovia, MD)
- 25 days ago
- New Market, MD (4 miles from Monrovia, MD)
- 25 days ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients....
Financial Advisor - Signal Financial Federal Credit Union
- Kensington, MD (24 miles from Monrovia, MD)
- 30+ days ago
- Kensington, MD (24 miles from Monrovia, MD)
- 30+ 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...
Personal Banker SAFE Act Gaithersburg
- Gaithersburg, MD (14 miles from Monrovia, MD)
- 30+ days ago
- Gaithersburg, MD (14 miles from Monrovia, 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....
Merrill Experienced Financial Advisor
- North Bethesda, MD (21 miles from Monrovia, MD)
- 30+ days ago
- North Bethesda, MD (21 miles from Monrovia, 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....
Patient Financial Advisor, (Hybrid), Day Shift, Surgical Scheduler
- Gaithersburg, MD (14 miles from Monrovia, MD)
- 45+ days ago
- Gaithersburg, MD (14 miles from Monrovia, MD)
- 45+ 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 (14 miles from Monrovia, MD)
- 60+ days ago
- Gaithersburg, MD (14 miles from Monrovia, 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 III / Lead, Day Shift, Patient Customer Service
- Rockville, MD (19 miles from Monrovia, MD)
- 60+ days ago
- Rockville, MD (19 miles from Monrovia, 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 III / Lead, Day Shift, Patient Customer Service
- Gaithersburg, MD (14 miles from Monrovia, MD)
- 60+ days ago
- Gaithersburg, MD (14 miles from Monrovia, 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 I (Hybrid), Day Shift, Patient Financial Services
- Gaithersburg, MD (14 miles from Monrovia, MD)
- 90+ days ago
- Gaithersburg, MD (14 miles from Monrovia, 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...
Demographic Data for Monrovia, MD
Moving to Monrovia, MD? Find some basic demographic data about Monrovia, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Monrovia, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Monrovia, 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
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Commercial Banking
- Account Maintenance
- Private Banking
- 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
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- 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 »