Personal Banker Jobs in Ellicott City, 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.
Health Solutions Client Relationship Manager
- Baltimore, MD (9 miles from Ellicott City, MD)
- 2 hours ago
- Baltimore, MD (9 miles from Ellicott City, MD)
- 2 hours ago
Together we fight for everyones opportunity for a better financial future. We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand up...
Associate Personal Banker - York-Fairmount
- Towson, MD (12 miles from Ellicott City, MD)
- 1 day ago
- Towson, MD (12 miles from Ellicott City, MD)
- 1 day 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....
- White Marsh, MD (22 miles from Ellicott City, MD)
- 7 days ago
- White Marsh, MD (22 miles from Ellicott City, MD)
- 7 days ago
As a Personal Banker], you will strengthen customer relationships with a defined sales process....
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Financial Advisor - PNC Investments
- Annapolis, MD (23 miles from Ellicott City, MD)
- 10 days ago
- Annapolis, MD (23 miles from Ellicott City, 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...
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Client Relationship Manager (Remote)
- Baltimore, MD (9 miles from Ellicott City, MD)
- 11 days ago
- Baltimore, MD (9 miles from Ellicott City, MD)
- 11 days ago
Client Relationship Manager (Remote) Job ID: 20799 Job Function: Customer Service & Claims Location: Baltimore, MD, United States Campus: MD-Baltimore-Canton Crossing Career Band: BDII Status:...
Remote WorkAffluent Market Financial Advisor- (Draw Salary Plus Commission)
- Annapolis, MD (23 miles from Ellicott City, MD)
- 11 days ago
- Annapolis, MD (23 miles from Ellicott City, 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...
Personal Banker - College Park
- College Park, MD (19 miles from Ellicott City, MD)
- 15 days ago
- College Park, MD (19 miles from Ellicott City, MD)
- 15 days ago
As a Personal Banker in a Traditional Branch, you will strengthen customer relationships with a defined sales process....
Patient Financial Advisor III, Day Shift, Rehabilitation
- Silver Spring, MD (20 miles from Ellicott City, MD)
- 15 days ago
- Silver Spring, MD (20 miles from Ellicott City, MD)
- 15 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...
- Gaithersburg, MD (22 miles from Ellicott City, MD)
- 17 days ago
- Gaithersburg, MD (22 miles from Ellicott City, MD)
- 17 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....
- Rockville, MD (22 miles from Ellicott City, MD)
- 18 days ago
- Rockville, MD (22 miles from Ellicott City, MD)
- 18 days ago
About Concord Wealth Partners Concord Wealth Partners (CWP) is a rapidly expanding Independent RIA that provides with Advisors aiming to scale their practices through innovative solutions. We...
Patient Financial Advisor (HYBRID), Day Shift, Ancillary/Diagnostic Scheduler
- Gaithersburg, MD (22 miles from Ellicott City, MD)
- 22 days ago
- Gaithersburg, MD (22 miles from Ellicott City, MD)
- 22 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...
- Baltimore, MD (9 miles from Ellicott City, MD)
- 24 days ago
- Baltimore, MD (9 miles from Ellicott City, MD)
- 24 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...
Financial Advisor - PNC Investments
- Rockville, MD (22 miles from Ellicott City, MD)
- 30+ days ago
- Rockville, MD (22 miles from Ellicott City, MD)
- 30+ 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...
Demographic Data for Ellicott City, MD
Moving to Ellicott City, MD? Find some basic demographic data about Ellicott City, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Ellicott City, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Ellicott City, 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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