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.
SVB - Associate II, Credit Solutions - Corporate Banking (Hybrid)
- Columbia, MD
- 15 hours ago
- Columbia, MD
- 15 hours ago
First Citizens Bank SVB - Associate II, Credit Solutions - Corporate Banking (Hybrid) in Columbia , Maryland Overview This is a hybrid role, with the expectation that time working will regularly...
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
Roving Personal Banker - Prince Georges County and Waldorf Area
- Brandywine, MD
- 1 day ago
- Brandywine, MD
- 1 day 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....
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....
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
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...
ABOUT THE ROLE As business owners, Financial Representatives at Northwestern Mutual Hunt Valley & York help their clients live more and worry less through our personalized approach to financial...
We are seeking a highly motivated and experienced Financial Advisor to provide sound financial advice to our diverse clientele. The ideal candidate must have exceptional analytical skills, strong...
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....
We are seeking a productive, focused, wealth advisor passionate about helping others build wealth to join a local bank's wealth and trust team. SALARIED POSITION Position Responsibilities: -...
Work Location: Rockville, Maryland, United States of America Hours: 40 Pay Details: $100,000 - $100,000 USD TD is committed to providing fair and equitable compensation opportunities to all...
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....
Step into an instrumental role. Help conduct the smooth operation of a fast-pacedand friendlyprivate wealth advisory practice of Ameriprise Financial. Assist in daily business operations....
As a Personal Banker in a Traditional Branch, you will strengthen customer relationships with a defined sales process....
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
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Investment Management
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Telephone Skills
- Coaching
- Interpersonal Skills
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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