Personal Banker Jobs in Gaithersburg, 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.

1-15 of 59 Jobs

Financial Advisor - Career Change Opportunity

Olney, MD (6 miles from Gaithersburg, MD)
8 days ago

Olney, MD (6 miles from Gaithersburg, MD)
8 days ago

Job Overview This job posting is anticipated to remain open for 30 days, from 29-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...

Private Client Banker - Clarendon - Arlington, VA

Arlington, VA (18 miles from Gaithersburg, MD)
15 hours ago

Arlington, VA (18 miles from Gaithersburg, MD)
15 hours 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...

Personal Banker SAFE Act - FALLS CHURCH

Falls Church, VA (18 miles from Gaithersburg, MD)
1 day ago

Falls Church, VA (18 miles from Gaithersburg, MD)
1 day ago

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....

Financial Advisor - Certification Provided

Takoma Park, MD (14 miles from Gaithersburg, MD)
2 days ago

Takoma Park, MD (14 miles from Gaithersburg, MD)
2 days ago

Job Overview** This job posting is anticipated to remain open for 30 days, from 24-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...

Patient Financial Advisor, Day Shift, Rehabilitation

Rockville, MD (4 miles from Gaithersburg, MD)
5 days ago

Rockville, MD (4 miles from Gaithersburg, MD)
5 days ago

Adventist Rehabilitation - Rockville If you are a current Adventist HealthCare employee, please click this link to apply through your Workday account. Adventist HealthCare seeks to hire an...

Personal Banker

McLean, VA (14 miles from Gaithersburg, MD)
5 days ago

McLean, VA (14 miles from Gaithersburg, MD)
5 days ago

As a Personal Banker within PNC's retail organization, you will be based in McLean, VA....

Client Relationship Manager

Arlington, VA (18 miles from Gaithersburg, MD)
6 days ago

Arlington, VA (18 miles from Gaithersburg, MD)
6 days ago

Together we fight for everyone's 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...

Remote Work

Financial Advisor - Frederick, MD

Frederick, MD (23 miles from Gaithersburg, MD)
7 days ago

Frederick, MD (23 miles from Gaithersburg, MD)
7 days ago

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...

Personal Banker

Frederick, MD (23 miles from Gaithersburg, MD)
7 days ago

Frederick, MD (23 miles from Gaithersburg, MD)
7 days ago

As a Personal Banker within PNC's Retail Banking organization, you will be based in Frederick, MD....

Associate Financial Advisor

Alexandria, VA (23 miles from Gaithersburg, MD)
8 days ago

Alexandria, VA (23 miles from Gaithersburg, MD)
8 days ago

The ideal candidate will deliver personalized financial plans to help clients achieve their long-term financial goals. Responsibilities Take a lead role on assigned client relationships ($25M AUM)...

Personal Banker - North Washington

Alexandria, VA (23 miles from Gaithersburg, MD)
8 days ago

Alexandria, VA (23 miles from Gaithersburg, MD)
8 days ago

As a Personal Banker in a Traditional Branch, you will strengthen customer relationships with a defined sales process....

Financial Advisor - NWCM

Herndon, VA (15 miles from Gaithersburg, MD)
8 days ago

Herndon, VA (15 miles from Gaithersburg, MD)
8 days ago

Overview The Financial Advisor provides investment advisory services for clients of Northwest Financial Advisors (NWFA). They create tailored investment strategies to help clients grow, protect,...

Personal Banker - Vienna

Vienna, VA (17 miles from Gaithersburg, MD)
8 days ago

Vienna, VA (17 miles from Gaithersburg, MD)
8 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....

Personal Banker Wilson and Adams

Arlington, VA (18 miles from Gaithersburg, MD)
8 days ago

Arlington, VA (18 miles from Gaithersburg, MD)
8 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....

Financial Advisor - Reston

Reston, VA (15 miles from Gaithersburg, MD)
9 days ago

Reston, VA (15 miles from Gaithersburg, MD)
9 days ago

Financial Advisor - Reston Reston, VA, United States (Hybrid) BE THE FIRST TO APPLY Job Description To provide financial consulting services to assist members and non-members with identifying...

View all 59 jobs

Demographic Data for Gaithersburg, MD

Moving to Gaithersburg, MD? Find some basic demographic data about Gaithersburg, MD below.

Median Age

Average Household Income

Home Value vs Household Income in Gaithersburg, MD

Local

National

Total Population

143,758

Number of Businesses

4,551

City Size

Medium/Lg

Personal Banker Online Courses and Training Opportunities

iHireBanking curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.

Personal Finance

The Personal Finance Professional Certificate is designed for individuals to build financial literacy, one of the most pressing needs Americans face today. Financial decisions made by individuals...

Personal Branding

Public perception of an individual is generally based on the individuals actions and achievements. Leaders and individuals project themselves as different and thereby influence public perception....

Psychology of Personal Growth

Learn to understand personal growth from a comparative perspective. Want to learn about how you become who you are, but not sure where to kick off that journey? This is a fantastic course for you....

Salary for Personal Banker Jobs in Gaithersburg, MD

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireBanking research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Banker positions.

Highest Education Level

Personal Bankers in Gaithersburg, MD offer the following education background

Bachelor's Degree

39.8%

High School or GED

20.3%

Master's Degree

14.2%

Associate's Degree

12.8%

Vocational Degree or Certification

8.7%

Some College

2.7%

Doctorate Degree

0.9%

Some High School

0.6%

Average Work Experience

Here's a breakdown of the number of years' experience offered by Personal Bankers in Gaithersburg, MD

2-4 years

39.1%

4-6 years

21.7%

None

17.4%

1-2 years

13.0%

Less than 1 year

8.7%

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Banker position

In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!

Other Career Titles

Here are some other career titles that require similar skills

Personal Banker Related Career Advice Articles

personal banker going over paperwork with her clients

Career Spotlight: Personal Banker

What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.

Read article »

How to Decide Between Investment Banking and Commercial Banking

Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.

Read article »