Personal Banker Jobs in Westlake, 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
- Olney, MD (11 miles from Westlake, MD)
- 10 days ago
- Olney, MD (11 miles from Westlake, MD)
- 10 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 29-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Financial Representative-DC
- Washington, DC (9 miles from Westlake, MD)
- 7 hours ago
- Washington, DC (9 miles from Westlake, MD)
- 7 hours 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 WorkPrivate Client Banker - Clarendon - Arlington, VA
- Arlington, VA (8 miles from Westlake, MD)
- 2 days ago
- Arlington, VA (8 miles from Westlake, MD)
- 2 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...
Personal Banker SAFE Act - FALLS CHURCH
- Falls Church, VA (9 miles from Westlake, MD)
- 3 days ago
- Falls Church, VA (9 miles from Westlake, MD)
- 3 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....
Financial Advisor - Certification Provided
- Takoma Park, MD (8 miles from Westlake, MD)
- 3 days ago
- Takoma Park, MD (8 miles from Westlake, MD)
- 3 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 24-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Patient Financial Advisor, Day Shift, Rehabilitation
- Rockville, MD (5 miles from Westlake, MD)
- 6 days ago
- Rockville, MD (5 miles from Westlake, MD)
- 6 days ago
Adventist Rehabilitation - Rockville If you are a current Adventist HealthCare employee, please click this link to apply through your Workday account. Adventist HealthCare seeks to hire an...
- McLean, VA (4 miles from Westlake, MD)
- 6 days ago
- McLean, VA (4 miles from Westlake, MD)
- 6 days ago
As a Personal Banker within PNC's retail organization, you will be based in McLean, VA....
- Arlington, VA (8 miles from Westlake, MD)
- 7 days ago
- Arlington, VA (8 miles from Westlake, MD)
- 7 days ago
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
Remote WorkPrivate Client Banker - Greater Virginia - Manassas, VA
- Manassas, VA (24 miles from Westlake, MD)
- 8 days ago
- Manassas, VA (24 miles from Westlake, MD)
- 8 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...
- Alexandria, VA (13 miles from Westlake, MD)
- 9 days ago
- Alexandria, VA (13 miles from Westlake, MD)
- 9 days ago
The ideal candidate will deliver personalized financial plans to help clients achieve their long-term financial goals. Responsibilities Take a lead role on assigned client relationships ($25M AUM)...
Personal Banker - North Washington
- Alexandria, VA (13 miles from Westlake, MD)
- 9 days ago
- Alexandria, VA (13 miles from Westlake, MD)
- 9 days ago
As a Personal Banker in a Traditional Branch, you will strengthen customer relationships with a defined sales process....
- Herndon, VA (12 miles from Westlake, MD)
- 10 days ago
- Herndon, VA (12 miles from Westlake, MD)
- 10 days ago
Overview The Financial Advisor provides investment advisory services for clients of Northwest Financial Advisors (NWFA). They create tailored investment strategies to help clients grow, protect,...
- Vienna, VA (8 miles from Westlake, MD)
- 10 days ago
- Vienna, VA (8 miles from Westlake, MD)
- 10 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 Wilson and Adams
- Arlington, VA (8 miles from Westlake, MD)
- 10 days ago
- Arlington, VA (8 miles from Westlake, MD)
- 10 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....
- Reston, VA (10 miles from Westlake, MD)
- 10 days ago
- Reston, VA (10 miles from Westlake, MD)
- 10 days ago
Financial Advisor - Reston Reston, VA, United States (Hybrid) BE THE FIRST TO APPLY Job Description To provide financial consulting services to assist members and non-members with identifying...
Demographic Data for Westlake, MD
Moving to Westlake, MD? Find some basic demographic data about Westlake, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Westlake, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Westlake, MD offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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