Personal Banker Jobs in Perry Hall, 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.
Patient Financial Advisor - Grace Medical Center
- Baltimore, MD (12 miles from Perry Hall, MD)
- 3 days ago
- Baltimore, MD (12 miles from Perry Hall, MD)
- 3 days ago
Patient Financial Advisor - Grace Medical Center Baltimore, MD GRACE MEDICAL CENTER FMF-OUTPATIENT REGIS Full-time - Day shift - 8:00am-4:30pm Clerical/Administrative 90374 $17.00-$26.00...
- Towson, MD (10 miles from Perry Hall, MD)
- 4 days ago
- Towson, MD (10 miles from Perry Hall, MD)
- 4 days ago
As a Personal Banker within PNC's Retail Branch Banking organization, you will be based in Towson, MD in the Towson Branch....
Financial Advisor / CFP - Baltimore, Maryland
- Baltimore, MD (12 miles from Perry Hall, MD)
- 7 days ago
- Baltimore, MD (12 miles from Perry Hall, MD)
- 7 days ago
About Us: Melnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses...
US Experienced Financial Advisor
- Towson, MD (10 miles from Perry Hall, MD)
- 7 days ago
- Towson, MD (10 miles from Perry Hall, MD)
- 7 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...
Financial Advisor - Baltimore, MD and Surrounding
- Baltimore, MD (12 miles from Perry Hall, MD)
- 7 days ago
- Baltimore, MD (12 miles from Perry Hall, MD)
- 7 days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Financial Advisor -Howard County, MD
- Linthicum Heights, MD (18 miles from Perry Hall, MD)
- 8 days ago
- Linthicum Heights, MD (18 miles from Perry Hall, MD)
- 8 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 WorkPersonal Banker Associate 1 - Washington Village
- Baltimore, MD (12 miles from Perry Hall, MD)
- 16 days ago
- Baltimore, MD (12 miles from Perry Hall, MD)
- 16 days ago
Banker job family....
Personal Financial Representative-MD
- Baltimore, MD (12 miles from Perry Hall, MD)
- 18 days ago
- Baltimore, MD (12 miles from Perry Hall, MD)
- 18 days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote Work- Owings Mills, MD (18 miles from Perry Hall, MD)
- 20 days ago
- Owings Mills, MD (18 miles from Perry Hall, MD)
- 20 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...
- New Park, PA (24 miles from Perry Hall, MD)
- 23 days ago
- New Park, PA (24 miles from Perry Hall, MD)
- 23 days ago
As a Personal Banker within PNC's Retail banking organization, you will be based in Maple Lawn, MD....
Merrill Experienced Financial Advisor
- Baltimore, MD (12 miles from Perry Hall, MD)
- 28 days ago
- Baltimore, MD (12 miles from Perry Hall, MD)
- 28 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....
- Baltimore, MD (12 miles from Perry Hall, MD)
- 28 days ago
- Baltimore, MD (12 miles from Perry Hall, MD)
- 28 days ago
Prudential Advisors is looking for an experienced financial professional in the Baltimore area that is interested in working with Prudential existing client's base. This exciting position will...
Private Client Banker - Roland Park - Baltimore, Maryland
- Baltimore, MD (12 miles from Perry Hall, MD)
- 30+ days ago
- Baltimore, MD (12 miles from Perry Hall, MD)
- 30+ 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...
Financial Advisor - PNC Investments
- Severna Park, MD (23 miles from Perry Hall, MD)
- 45+ days ago
- Severna Park, MD (23 miles from Perry Hall, MD)
- 45+ days 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...
- Aberdeen, MD (14 miles from Perry Hall, MD)
- 90+ days ago
- Aberdeen, MD (14 miles from Perry Hall, MD)
- 90+ days ago
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
Demographic Data for Perry Hall, MD
Moving to Perry Hall, MD? Find some basic demographic data about Perry Hall, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Perry Hall, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Perry Hall, 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
- Customer Satisfaction
- Referrals
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Investigation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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