Personal Banker Jobs in Maryland
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.
Shore United Bank is seeking a full-time Personal Banker to join our team. A Personal Banker is responsible for assisting clients in managing their bank accounts and finances....
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of...
As a Personal Banker within PNC's retail organization, you will be based in Glen Burnie, MD for the Glen Burnie Branch....
As a Personal Banker within PNC's Retail Banking organization, you will be based in Potomac, MD....
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 model....
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of...
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...
Patient Financial Advisor II, Day Shift, Patient Financial Services
- Silver Spring, MD
- 6 days ago
- Silver Spring, MD
- 6 days ago
White Oak Medical Center If you are a current Adventist HealthCare employee, please click this link to apply through your Workday account. Adventist HealthCare seeks to hire an experienced Patient...
Management Group Identify potential existing Brokerage customers to initiate additional sales by actively "account managing" and refer customers with banking needs to retail banking partners Perform...
As a Personal Banker within PNC's Retail Bank organization, you will be based in Glenarden, Maryland....
As a Personal Banker within PNC's Retail Banking organization, you will be based in College Park, MD. Bilingual Spanish-speaking candidate preferred....
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...
As a Personal Banker within PNC's Retail Bank organization, you will be based in Oxon Hill, Maryland....
Maryland/Capitol Area- Personal Banker SAFE Act - B10
- Gaithersburg, MD
- 20 days ago
- Gaithersburg, MD
- 20 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
- 20 days ago
- North Bethesda, MD
- 20 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....
Demographic Data for Maryland
Moving to Maryland? Find some basic demographic data about Maryland below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Maryland
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Maryland 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
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- 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
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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