Personal Banker Jobs in Oxon Hill, 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.
- Reston, VA (21 miles from Oxon Hill, MD)
- 12 hours ago
- Reston, VA (21 miles from Oxon Hill, MD)
- 12 hours ago
With over 4.5 million clients and trusted management of $265.0 billion in assets, we are a leader in life insurance, retirement planning, and wealth management....
- Bethesda, MD (13 miles from Oxon Hill, MD)
- 12 hours ago
- Bethesda, MD (13 miles from Oxon Hill, MD)
- 12 hours ago
We are seeking a highly motivated and experienced Financial Advisor to provide sound financial advice to our diverse clientele. The ideal candidate must have exceptional analytical skills, strong...
- Burtonsville, MD (21 miles from Oxon Hill, MD)
- 1 day ago
- Burtonsville, MD (21 miles from Oxon Hill, MD)
- 1 day ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Personal Banker - Leisure World
- Silver Spring, MD (15 miles from Oxon Hill, MD)
- 1 day ago
- Silver Spring, MD (15 miles from Oxon Hill, MD)
- 1 day ago
As a Personal Banker in a Traditional Branch, you will strengthen customer relationships with a defined sales process....
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Merrill Experienced Financial Advisor
- Vienna, VA (13 miles from Oxon Hill, MD)
- 1 day ago
- Vienna, VA (13 miles from Oxon Hill, MD)
- 1 day ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
- Fairfax, VA (24 miles from Oxon Hill, MD)
- 2 days ago
- Fairfax, VA (24 miles from Oxon Hill, MD)
- 2 days ago
Why Join Apple? At Apple Federal Credit Union, we’re more than a financial institution; we’re a community-focused organization powered by passionate people. With 24 branches across Northern...
- Bethesda, MD (13 miles from Oxon Hill, MD)
- 4 days ago
- Bethesda, MD (13 miles from Oxon Hill, MD)
- 4 days ago
Prudential Advisors is looking for an experienced financial professional in the DC Metro area that is interested in working with Prudential existing client's base. This exciting position will...
- College Park, MD (14 miles from Oxon Hill, MD)
- 4 days ago
- College Park, MD (14 miles from Oxon Hill, MD)
- 4 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in College Park, MD. Bilingual Spanish-speaking candidate preferred....
- Bethesda, MD (13 miles from Oxon Hill, MD)
- 4 days ago
- Bethesda, MD (13 miles from Oxon Hill, MD)
- 4 days ago
opening documents, check requests, journals, wires, and other custodial responsibilities Qualifications 5+ years of relevant experience, working with UHNW clients or within an RIA in a client service...
- Brandywine, MD (14 miles from Oxon Hill, MD)
- 5 days ago
- Brandywine, MD (14 miles from Oxon Hill, MD)
- 5 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....
Financial Advisor II Southwest Health Plans
- Washington, DC (6 miles from Oxon Hill, MD)
- 5 days ago
- Washington, DC (6 miles from Oxon Hill, MD)
- 5 days ago
About Us** Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in...
Personal Banker SAFE Act- Palisades Branch- On-Site
- Washington, DC (6 miles from Oxon Hill, MD)
- 6 days ago
- Washington, DC (6 miles from Oxon Hill, MD)
- 6 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....
Private Client Banker - Village Center at Dulles - Herndon, VA
- Herndon, VA (23 miles from Oxon Hill, MD)
- 6 days ago
- Herndon, VA (23 miles from Oxon Hill, MD)
- 6 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...
Personal Banker Shops at Park Village
- Washington, DC (6 miles from Oxon Hill, MD)
- 6 days ago
- Washington, DC (6 miles from Oxon Hill, MD)
- 6 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....
Associate Personal Banker (SAFE) - Ballston Metro
- Arlington, VA (7 miles from Oxon Hill, MD)
- 10 days ago
- Arlington, VA (7 miles from Oxon Hill, MD)
- 10 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....
Demographic Data for Oxon Hill, MD
Moving to Oxon Hill, MD? Find some basic demographic data about Oxon Hill, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Oxon Hill, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Oxon Hill, 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
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Client Services
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Inbound/Outbound Calling
- Relationship Management
- Customer Relations
- Listening
- Retail
- Business Development
- High School Diploma
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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