Personal Banker Jobs in Towson, 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.
- Baltimore, MD (7 miles from Towson, MD)
- 4 hours ago
- Baltimore, MD (7 miles from Towson, MD)
- 4 hours ago
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross...
Financial Advisor (Career Changers Encouraged to Apply)
- Baltimore, MD (7 miles from Towson, MD)
- 5 hours ago
- Baltimore, MD (7 miles from Towson, MD)
- 5 hours ago
As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and...
Personal Banker Harundale Branch
- Glen Burnie, MD (16 miles from Towson, MD)
- 1 day ago
- Glen Burnie, MD (16 miles from Towson, MD)
- 1 day 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....
- Baltimore, MD (7 miles from Towson, MD)
- 4 days ago
- Baltimore, MD (7 miles from Towson, MD)
- 4 days ago
Company Description Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. With more than $265.0 billion in assets under management, $28.1...
Personal Banker Associate 1 - Washington Village
- Baltimore, MD (7 miles from Towson, MD)
- 6 days ago
- Baltimore, MD (7 miles from Towson, MD)
- 6 days ago
Banker job family....
Personal Financial Representative-MD
- Baltimore, MD (7 miles from Towson, MD)
- 7 days ago
- Baltimore, MD (7 miles from Towson, MD)
- 7 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 (8 miles from Towson, MD)
- 9 days ago
- Owings Mills, MD (8 miles from Towson, MD)
- 9 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...
- Aberdeen, MD (24 miles from Towson, MD)
- 9 days ago
- Aberdeen, MD (24 miles from Towson, MD)
- 9 days ago
As a Personal Banker within PNC's Retail banking organization, you will be based in Aberdeen, MD....
Merrill Experienced Financial Advisor
- Baltimore, MD (7 miles from Towson, MD)
- 17 days ago
- Baltimore, MD (7 miles from Towson, MD)
- 17 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 (7 miles from Towson, MD)
- 18 days ago
- Baltimore, MD (7 miles from Towson, MD)
- 18 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 (7 miles from Towson, MD)
- 30+ days ago
- Baltimore, MD (7 miles from Towson, 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 (22 miles from Towson, MD)
- 30+ days ago
- Severna Park, MD (22 miles from Towson, MD)
- 30+ 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...
- Baltimore, MD (7 miles from Towson, MD)
- 30+ days ago
- Baltimore, MD (7 miles from Towson, MD)
- 30+ days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Baltimore, MD....
- Columbia, MD (19 miles from Towson, MD)
- 90+ days ago
- Columbia, MD (19 miles from Towson, MD)
- 90+ days ago
At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle...
- Odenton, MD (24 miles from Towson, MD)
- 90+ days ago
- Odenton, MD (24 miles from Towson, 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 Towson, MD
Moving to Towson, MD? Find some basic demographic data about Towson, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Towson, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Towson, 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
- Check Cashing
- 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
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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