Personal Banker Jobs in Severn, 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 - Career Change Opportunity
- Takoma Park, MD (19 miles from Severn, MD)
- 3 days ago
- Takoma Park, MD (19 miles from Severn, MD)
- 3 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 26-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker - Laurel Main Street
- Laurel, MD (10 miles from Severn, MD)
- 5 hours ago
- Laurel, MD (10 miles from Severn, MD)
- 5 hours ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Laurel, Maryland....
- Takoma Park, MD (19 miles from Severn, MD)
- 2 days ago
- Takoma Park, MD (19 miles from Severn, MD)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 26-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Associate Personal Banker Westside Shopping Ctr Branch
- Baltimore, MD (12 miles from Severn, MD)
- 3 days ago
- Baltimore, MD (12 miles from Severn, MD)
- 3 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 Lake Shore Plaza Branch
- Pasadena, MD (9 miles from Severn, MD)
- 4 days ago
- Pasadena, MD (9 miles from Severn, MD)
- 4 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....
Bilingual Spanish Associate Personal Banker Harundale Branch
- Glen Burnie, MD (6 miles from Severn, MD)
- 4 days ago
- Glen Burnie, MD (6 miles from Severn, MD)
- 4 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....
- Towson, MD (18 miles from Severn, MD)
- 7 days ago
- Towson, MD (18 miles from Severn, MD)
- 7 days ago
As a Personal Banker within PNC's Retail Branch Banking organization, you will be based in Towson, Maryland....
Merrill Market Client Relationship Manager
- North Bethesda, MD (23 miles from Severn, MD)
- 7 days ago
- North Bethesda, MD (23 miles from Severn, MD)
- 7 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 - Grace Medical Center
- Baltimore, MD (12 miles from Severn, MD)
- 11 days ago
- Baltimore, MD (12 miles from Severn, MD)
- 11 days ago
Summary JOB SUMMARY: This position collects and documents accurate demographic information, verifies eligibility and benefits for all insured patients, develops or discovers a payer source for...
Personal Banker - Shepherd Park
- Washington, DC (24 miles from Severn, MD)
- 13 days ago
- Washington, DC (24 miles from Severn, MD)
- 13 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Washington, DC....
Financial Advisor / CFP - Baltimore, Maryland
- Baltimore, MD (12 miles from Severn, MD)
- 15 days ago
- Baltimore, MD (12 miles from Severn, MD)
- 15 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
- Columbia, MD (11 miles from Severn, MD)
- 15 days ago
- Columbia, MD (11 miles from Severn, MD)
- 15 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 - Columbia, MD and Surrounding
- Columbia, MD (11 miles from Severn, MD)
- 15 days ago
- Columbia, MD (11 miles from Severn, MD)
- 15 days ago
Thrivent Financial Advisor 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...
Financial Advisor -Howard County, MD
- Linthicum Heights, MD (6 miles from Severn, MD)
- 15 days ago
- Linthicum Heights, MD (6 miles from Severn, MD)
- 15 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 WorkProject Manager-Federal Financial Advisor/ TS Clearance
- Washington, DC (24 miles from Severn, MD)
- 18 days ago
- Washington, DC (24 miles from Severn, MD)
- 18 days ago
Chevo is hiring an experienced Project Manager / WCF Financial Advisor to join our expanding firm. This position provides the opportunity for significant client interaction by learning the...
Demographic Data for Severn, MD
Moving to Severn, MD? Find some basic demographic data about Severn, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Severn, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Severn, 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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