Personal Banker Jobs in Bel Air, 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
- New Freedom, PA (24 miles from Bel Air, MD)
- 15 hours ago
- New Freedom, PA (24 miles from Bel Air, MD)
- 15 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 12-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Private Client Banker - Roland Park - Baltimore, Maryland
- Baltimore, MD (22 miles from Bel Air, MD)
- 1 day ago
- Baltimore, MD (22 miles from Bel Air, MD)
- 1 day 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...
- New Freedom, PA (24 miles from Bel Air, MD)
- 1 day ago
- New Freedom, PA (24 miles from Bel Air, MD)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 12-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Associate Roving Personal Banker Northwest Maryland District
- Baltimore, MD (22 miles from Bel Air, MD)
- 4 days ago
- Baltimore, MD (22 miles from Bel Air, MD)
- 4 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....
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- Baltimore, MD (22 miles from Bel Air, MD)
- 5 days ago
- Baltimore, MD (22 miles from Bel Air, MD)
- 5 days ago
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...
- Whiteford, MD (11 miles from Bel Air, MD)
- 7 days ago
- Whiteford, MD (11 miles from Bel Air, MD)
- 7 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Whiteford, MD....
Customer Relationship Manager - Non-Merit
- Towson, MD (17 miles from Bel Air, MD)
- 8 days ago
- Towson, MD (17 miles from Bel Air, MD)
- 8 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...
- Owings Mills, MD (24 miles from Bel Air, MD)
- 45+ days ago
- Owings Mills, MD (24 miles from Bel Air, MD)
- 45+ 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...
- Aberdeen, MD (8 miles from Bel Air, MD)
- 90+ days ago
- Aberdeen, MD (8 miles from Bel Air, 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 Bel Air, MD
Moving to Bel Air, MD? Find some basic demographic data about Bel Air, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Bel Air, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Bel Air, 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
- Listening
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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