Personal Banker Jobs in Mount Airy, 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 - Laurel Main Street
- Laurel, MD (24 miles from Mount Airy, MD)
- 6 days ago
- Laurel, MD (24 miles from Mount Airy, MD)
- 6 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Laurel, Maryland....
Maryland/Capitol Area- Personal Banker SAFE Act - B10
- Gaithersburg, MD (16 miles from Mount Airy, MD)
- 12 days ago
- Gaithersburg, MD (16 miles from Mount Airy, MD)
- 12 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 (22 miles from Mount Airy, MD)
- 13 days ago
- North Bethesda, MD (22 miles from Mount Airy, MD)
- 13 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 (11 miles from Mount Airy, MD)
- 22 days ago
- Frederick, MD (11 miles from Mount Airy, MD)
- 22 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 (6 miles from Mount Airy, MD)
- 22 days ago
- New Market, MD (6 miles from Mount Airy, MD)
- 22 days ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients....
- Owings Mills, MD (19 miles from Mount Airy, MD)
- 30+ days ago
- Owings Mills, MD (19 miles from Mount Airy, MD)
- 30+ days ago
About Cognizant Cognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the digital era. Our industry-based, consultative...
Financial Advisor - Signal Financial Federal Credit Union
- Kensington, MD (24 miles from Mount Airy, MD)
- 30+ days ago
- Kensington, MD (24 miles from Mount Airy, 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 (16 miles from Mount Airy, MD)
- 30+ days ago
- Gaithersburg, MD (16 miles from Mount Airy, 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 (22 miles from Mount Airy, MD)
- 30+ days ago
- North Bethesda, MD (22 miles from Mount Airy, 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 (16 miles from Mount Airy, MD)
- 45+ days ago
- Gaithersburg, MD (16 miles from Mount Airy, 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...
- Potomac, MD (24 miles from Mount Airy, MD)
- 45+ days ago
- Potomac, MD (24 miles from Mount Airy, MD)
- 45+ days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Potomac, MD....
Patient Financial Advisor (HYBRID), Day Shift, Ancillary/Diagnostic Scheduler
- Gaithersburg, MD (16 miles from Mount Airy, MD)
- 60+ days ago
- Gaithersburg, MD (16 miles from Mount Airy, 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 (20 miles from Mount Airy, MD)
- 60+ days ago
- Rockville, MD (20 miles from Mount Airy, 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 (16 miles from Mount Airy, MD)
- 60+ days ago
- Gaithersburg, MD (16 miles from Mount Airy, 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 (16 miles from Mount Airy, MD)
- 90+ days ago
- Gaithersburg, MD (16 miles from Mount Airy, 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 Mount Airy, MD
Moving to Mount Airy, MD? Find some basic demographic data about Mount Airy, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Mount Airy, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Mount Airy, 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
- Business Development
- High School Diploma
- Written Communication
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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