Personal Banker Jobs in Baltimore, 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.
Associate Roving Personal Banker Northwest Maryland District
- Baltimore, MD
- 1 day ago
- Baltimore, 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....
Overview: The Wealth Financial Advisor focuses on growth of Affluent Market clients in the high net worth ($1 - $3 million investable assets) segment. The Wealth Financial Advisor (WeFA) provides...
Financial Advisor - PNC Investments
- Severna Park, MD (15 miles from Baltimore, MD)
- 2 days ago
- Severna Park, MD (15 miles from Baltimore, MD)
- 2 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...
- Glen Burnie, MD (8 miles from Baltimore, MD)
- 3 days ago
- Glen Burnie, MD (8 miles from Baltimore, MD)
- 3 days ago
As a Personal Banker within PNC's Retail Banker organization, you will be based in Glen Burnie, MD....
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Bilingual Spanish Personal Banker Chesapeake Square Branch
- Glen Burnie, MD (8 miles from Baltimore, MD)
- 3 days ago
- Glen Burnie, MD (8 miles from Baltimore, 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....
Customer Relationship Manager - Non-Merit
- Towson, MD (7 miles from Baltimore, MD)
- 4 days ago
- Towson, MD (7 miles from Baltimore, MD)
- 4 days ago
Regular Schedule: 34 hours per week A Non-Merit vacancy exists in the Office of Information Technology. Non-Merit positions are not classified within the Baltimore County Government Classification...
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Merrill Team Financial Advisor
- Annapolis, MD (21 miles from Baltimore, MD)
- 8 days ago
- Annapolis, MD (21 miles from Baltimore, MD)
- 8 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....
- Annapolis, MD (21 miles from Baltimore, MD)
- 13 days ago
- Annapolis, MD (21 miles from Baltimore, MD)
- 13 days ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
- Owings Mills, MD (13 miles from Baltimore, MD)
- 30+ days ago
- Owings Mills, MD (13 miles from Baltimore, MD)
- 30+ 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...
SVB - Associate II, Credit Solutions - Corporate Banking (Hybrid)
- Columbia, MD (15 miles from Baltimore, MD)
- 45+ days ago
- Columbia, MD (15 miles from Baltimore, MD)
- 45+ days 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...
Financial Advisor - PNC Investments
- Ellicott City, MD (9 miles from Baltimore, MD)
- 60+ days ago
- Ellicott City, MD (9 miles from Baltimore, MD)
- 60+ 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...
- Columbia, MD (15 miles from Baltimore, MD)
- 90+ days ago
- Columbia, MD (15 miles from Baltimore, 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 (17 miles from Baltimore, MD)
- 90+ days ago
- Odenton, MD (17 miles from Baltimore, 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 Baltimore, MD
Moving to Baltimore, MD? Find some basic demographic data about Baltimore, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Baltimore, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Baltimore, 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
- Customer Satisfaction
- Referrals
- Risk Management
- 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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