Personal Banker Jobs in District Heights, 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.
- Washington, DC (8 miles from District Heights, MD)
- 4 hours ago
- Washington, DC (8 miles from District Heights, MD)
- 4 hours ago
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...
Financial Advisor - Career Change Opportunity
- Saint Charles, MD (18 miles from District Heights, MD)
- 1 day ago
- Saint Charles, MD (18 miles from District Heights, MD)
- 1 day ago
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...
- Bethesda, MD (14 miles from District Heights, MD)
- 3 days ago
- Bethesda, MD (14 miles from District Heights, 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....
- Washington, DC (8 miles from District Heights, MD)
- 3 days ago
- Washington, DC (8 miles from District Heights, MD)
- 3 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Bethesda, MD (14 miles from District Heights, MD)
- 4 days ago
- Bethesda, MD (14 miles from District Heights, MD)
- 4 days ago
Financial ConsultantIf you no longer want tospend your time on sourcing new clients and would rather have thetime to deepen relationships and create complex financial plans,then join a team that...
- Vienna, VA (18 miles from District Heights, MD)
- 6 days ago
- Vienna, VA (18 miles from District Heights, MD)
- 6 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Personal Banker - North Washington
- Alexandria, VA (9 miles from District Heights, MD)
- 6 days ago
- Alexandria, VA (9 miles from District Heights, MD)
- 6 days ago
As a Personal Banker in a Traditional Branch, you will strengthen customer relationships with a defined sales process....
Personal Banker - North Washington
- Alexandria, VA (9 miles from District Heights, MD)
- 8 days ago
- Alexandria, VA (9 miles from District Heights, MD)
- 8 days ago
As a Personal Banker in a Traditional Branch, you will strengthen customer relationships with a defined sales process....
- Vienna, VA (19 miles from District Heights, MD)
- 8 days ago
- Vienna, VA (19 miles from District Heights, MD)
- 8 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Personal Banker SAFE Act Metro Square WASHINGTON
- Washington, DC (8 miles from District Heights, MD)
- 9 days ago
- Washington, DC (8 miles from District Heights, MD)
- 9 days ago
Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA....
Financial Advisor - PNC Investments
- Annapolis, MD (20 miles from District Heights, MD)
- 10 days ago
- Annapolis, MD (20 miles from District Heights, MD)
- 10 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...
- Alexandria, VA (9 miles from District Heights, MD)
- 10 days ago
- Alexandria, VA (9 miles from District Heights, MD)
- 10 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....
Affluent Market Financial Advisor- (Draw Salary Plus Commission)
- Annapolis, MD (20 miles from District Heights, MD)
- 11 days ago
- Annapolis, MD (20 miles from District Heights, MD)
- 11 days ago
Overview: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions...
Financial Advisor - PNC Investments
- Arlington, VA (11 miles from District Heights, MD)
- 12 days ago
- Arlington, VA (11 miles from District Heights, MD)
- 12 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...
Patient Financial Advisor III, Day Shift, Rehabilitation
- Washington, DC (8 miles from District Heights, MD)
- 13 days ago
- Washington, DC (8 miles from District Heights, 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...
Demographic Data for District Heights, MD
Moving to District Heights, MD? Find some basic demographic data about District Heights, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in District Heights, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in District Heights, 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
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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