Personal Banker Jobs in Clarksville, 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.
Patient Financial Advisor II, Evening Shift, Patient Access
- Silver Spring, MD (12 miles from Clarksville, MD)
- 1 day ago
- Silver Spring, MD (12 miles from Clarksville, MD)
- 1 day ago
White Oak Medical Center If you are a current Adventist HealthCare employee, please click this link to apply through your Workday account. White Oak Medical Center seeks to hire an experienced...
Personal Banker Roving Arlington District
- Arlington, VA (23 miles from Clarksville, MD)
- 1 day ago
- Arlington, VA (23 miles from Clarksville, 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....
- Tysons, VA (22 miles from Clarksville, MD)
- 2 days ago
- Tysons, VA (22 miles from Clarksville, MD)
- 2 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Vienna, VA....
Personal Banker SAFE Act McPherson WASHINGTON
- Washington, DC (21 miles from Clarksville, MD)
- 2 days ago
- Washington, DC (21 miles from Clarksville, MD)
- 2 days ago
Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA....
Private Client Banker - Chevy Chase Connecticut Ave - Washington, DC
- Washington, DC (21 miles from Clarksville, MD)
- 3 days ago
- Washington, DC (21 miles from Clarksville, MD)
- 3 days ago
JobID: 210617616 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-04-15T14:55:54+00:00 JobShift: Base Pay/Salary: Washington,DC $25.00-$30.29 You have a passion for taking...
Associate Roving Personal Banker - Arlington District
- Arlington, VA (23 miles from Clarksville, MD)
- 4 days ago
- Arlington, VA (23 miles from Clarksville, 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....
Private Client Banker - Dupont Circle - Washington, DC
- Washington, DC (21 miles from Clarksville, MD)
- 5 days ago
- Washington, DC (21 miles from Clarksville, MD)
- 5 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...
Patient Financial Advisor, (Hybrid) Day Shift, Pre-registration Eligibility and Finance Clearance
- Gaithersburg, MD (13 miles from Clarksville, MD)
- 9 days ago
- Gaithersburg, MD (13 miles from Clarksville, MD)
- 9 days ago
Support 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 Financial...
Roving Personal Banker - DC Capitol Hill District
- Washington, DC (21 miles from Clarksville, MD)
- 10 days ago
- Washington, DC (21 miles from Clarksville, MD)
- 10 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....
- Washington, DC (21 miles from Clarksville, MD)
- 11 days ago
- Washington, DC (21 miles from Clarksville, MD)
- 11 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Personal Banker ll - Georgetown, OH
- Washington, DC (21 miles from Clarksville, MD)
- 13 days ago
- Washington, DC (21 miles from Clarksville, MD)
- 13 days ago
GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers....
Financial Advisor (Career Changers Encouraged to Apply)
- Baltimore, MD (18 miles from Clarksville, MD)
- 13 days ago
- Baltimore, MD (18 miles from Clarksville, MD)
- 13 days ago
As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and...
Patient Financial Advisor III, Day Shift, Rehabilitation
- Silver Spring, MD (12 miles from Clarksville, MD)
- 13 days ago
- Silver Spring, MD (12 miles from Clarksville, MD)
- 13 days ago
AHC Rehabilitation - 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...
Private Client Banker - Germantown E Frederick Rd. - Germantown, Maryland
- Germantown, MD (18 miles from Clarksville, MD)
- 15 days ago
- Germantown, MD (18 miles from Clarksville, MD)
- 15 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...
- Burtonsville, MD (6 miles from Clarksville, MD)
- 15 days ago
- Burtonsville, MD (6 miles from Clarksville, MD)
- 15 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Demographic Data for Clarksville, MD
Moving to Clarksville, MD? Find some basic demographic data about Clarksville, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Clarksville, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Clarksville, 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
- Mortgage Lending
- 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
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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