Personal Banker Jobs in Poolesville, 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- Fairfax Banking Office
- Fairfax, VA (16 miles from Poolesville, MD)
- 18 hours ago
- Fairfax, VA (16 miles from Poolesville, MD)
- 18 hours ago
banking, cash management and trust and wealth management....
Financial Advisor - West Springfield, VA
- Springfield, VA (23 miles from Poolesville, MD)
- 2 days ago
- Springfield, VA (23 miles from Poolesville, MD)
- 2 days ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
Financial Advisor - Centreville
- Centreville, VA (17 miles from Poolesville, MD)
- 3 days ago
- Centreville, VA (17 miles from Poolesville, MD)
- 3 days ago
To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion...
Personal Banker Falls Church Branch
- Falls Church, VA (22 miles from Poolesville, MD)
- 4 days ago
- Falls Church, VA (22 miles from Poolesville, MD)
- 4 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....
Bilingual Spanish Associate Personal Banker - Barcroft
- Arlington, VA (23 miles from Poolesville, MD)
- 9 days ago
- Arlington, VA (23 miles from Poolesville, MD)
- 9 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....
Maryland/Capitol Area- Personal Banker SAFE Act - B10
- Gaithersburg, MD (12 miles from Poolesville, MD)
- 11 days ago
- Gaithersburg, MD (12 miles from Poolesville, MD)
- 11 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 (16 miles from Poolesville, MD)
- 12 days ago
- North Bethesda, MD (16 miles from Poolesville, MD)
- 12 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....
Personal Banker Cascades Overlook
- Sterling, VA (7 miles from Poolesville, MD)
- 12 days ago
- Sterling, VA (7 miles from Poolesville, MD)
- 12 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....
- Annandale, VA (22 miles from Poolesville, MD)
- 16 days ago
- Annandale, VA (22 miles from Poolesville, MD)
- 16 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Annandale, Virginia....
- Gainesville, VA (24 miles from Poolesville, MD)
- 18 days ago
- Gainesville, VA (24 miles from Poolesville, MD)
- 18 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Gainesville, Virginia....
Personal Banker Bilingual Reston
- Reston, VA (11 miles from Poolesville, MD)
- 19 days ago
- Reston, VA (11 miles from Poolesville, MD)
- 19 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....
Personal Banker Roving Prince William North District
- Manassas, VA (24 miles from Poolesville, MD)
- 20 days ago
- Manassas, VA (24 miles from Poolesville, MD)
- 20 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Financial Advisor - Frederick County, MD
- Frederick, MD (24 miles from Poolesville, MD)
- 21 days ago
- Frederick, MD (24 miles from Poolesville, MD)
- 21 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 (21 miles from Poolesville, MD)
- 21 days ago
- New Market, MD (21 miles from Poolesville, MD)
- 21 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 (19 miles from Poolesville, MD)
- 30+ days ago
- Kensington, MD (19 miles from Poolesville, 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...
Demographic Data for Poolesville, MD
Moving to Poolesville, MD? Find some basic demographic data about Poolesville, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Poolesville, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Poolesville, 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
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