Personal Banker Jobs in Waldorf, 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.
Leveraging Technology, Proactive Sales Competencies Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending...
Personal Banker Lorton Town Center
- Lorton, VA (18 miles from Waldorf, MD)
- 2 days ago
- Lorton, VA (18 miles from Waldorf, MD)
- 2 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....
- Washington, DC (21 miles from Waldorf, MD)
- 3 days ago
- Washington, DC (21 miles from Waldorf, 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....
- Dahlgren, VA (20 miles from Waldorf, MD)
- 3 days ago
- Dahlgren, VA (20 miles from Waldorf, MD)
- 3 days ago
Attention finance, insurance, and sales professionals-are you ready to take on a position that challenges your skills and rewards your performance? Cetera Financial Institutions is looking for...
Personal Banker SAFE ACT - Georgetown North Branch - WASHINGTON DC
- Washington, DC (21 miles from Waldorf, MD)
- 8 days ago
- Washington, DC (21 miles from Waldorf, MD)
- 8 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....
Roving Personal Banker -District Heights-Waldorf Area
- Oxon Hill, MD (14 miles from Waldorf, MD)
- 9 days ago
- Oxon Hill, MD (14 miles from Waldorf, MD)
- 9 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....
- Washington, DC (21 miles from Waldorf, MD)
- 11 days ago
- Washington, DC (21 miles from Waldorf, MD)
- 11 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....
- Washington, DC (21 miles from Waldorf, MD)
- 11 days ago
- Washington, DC (21 miles from Waldorf, MD)
- 11 days ago
We are seeking a proactive and client-focused Associate Financial Advisor to join our growing financial advisory team. In this role, you will be responsible for developing new business, building...
Independent Financial Advisor- Hybrid or Remote
- Washington, DC (21 miles from Waldorf, MD)
- 11 days ago
- Washington, DC (21 miles from Waldorf, MD)
- 11 days ago
The grass truly is greener as an independent business ownerbut independence doesnt mean going it alone. Our team is here to support you, with a full-time compliance officer, a CFA charter-holding...
- Lake Ridge, VA (24 miles from Waldorf, MD)
- 14 days ago
- Lake Ridge, VA (24 miles from Waldorf, MD)
- 14 days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
Personal Banker Personal Banker
- Charlotte Hall, MD (11 miles from Waldorf, MD)
- 15 days ago
- Charlotte Hall, MD (11 miles from Waldorf, MD)
- 15 days ago
Personal Banker PNC Financial Services Group 3.6 ( ) Charlotte Hall, MD Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive management 73% say women...
Financial Advisor - Lexington Park or Waldorf Financial Advisor - Lexington Park or Waldorf
- Waldorf, MD
- 15 days ago
- Waldorf, MD
- 15 days ago
Financial Advisor - Lexington Park or Waldorf Navy Federal Credit Union 4.8 ( ) Waldorf, MD Why you should apply for a job to Navy Federal Credit Union : Ranked as one of the 4.8/5 in overall job...
- Alexandria, VA (17 miles from Waldorf, MD)
- 18 days ago
- Alexandria, VA (17 miles from Waldorf, MD)
- 18 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Alexandria, Virginia....
- Alexandria, VA (17 miles from Waldorf, MD)
- 22 days ago
- Alexandria, VA (17 miles from Waldorf, MD)
- 22 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Personal Banker - North Washington
- Alexandria, VA (17 miles from Waldorf, MD)
- 25 days ago
- Alexandria, VA (17 miles from Waldorf, MD)
- 25 days ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Alexandria, Virginia....
Demographic Data for Waldorf, MD
Moving to Waldorf, MD? Find some basic demographic data about Waldorf, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Waldorf, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Waldorf, MD offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Account Opening
- Lending
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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