Personal Banker Jobs in Ijamsville, 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.
- Fulton, MD (23 miles from Ijamsville, MD)
- 9 hours ago
- Fulton, MD (23 miles from Ijamsville, MD)
- 9 hours ago
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- Ashburn, VA (22 miles from Ijamsville, MD)
- 3 days ago
- Ashburn, VA (22 miles from Ijamsville, MD)
- 3 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Herndon, VA (24 miles from Ijamsville, MD)
- 3 days ago
- Herndon, VA (24 miles from Ijamsville, MD)
- 3 days ago
Job Description: Overview The Financial Advisor provides investment advisory services for clients of Northwest Financial Advisors (NWFA). They create tailored investment strategies to help clients...
Financial Advisor - Frederick, MD ( and nearby counties - 45 min distance or less)
- Frederick, MD (8 miles from Ijamsville, MD)
- 4 days ago
- Frederick, MD (8 miles from Ijamsville, MD)
- 4 days ago
BEGIN YOUR CAREER WITH NORTHWESTERN MUTUAL! At Northwestern Mutual Financial Representatives strive to understand their clients' goals and visions to uncover financial solutions that put them on a...
- New Market, MD (5 miles from Ijamsville, MD)
- 9 days ago
- New Market, MD (5 miles from Ijamsville, MD)
- 9 days ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of...
Financial Advisor PNC Investments
- Rockville, MD (18 miles from Ijamsville, MD)
- 17 days ago
- Rockville, MD (18 miles from Ijamsville, MD)
- 17 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...
- Gaithersburg, MD (15 miles from Ijamsville, MD)
- 18 days ago
- Gaithersburg, MD (15 miles from Ijamsville, MD)
- 18 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 (19 miles from Ijamsville, MD)
- 19 days ago
- Rockville, MD (19 miles from Ijamsville, MD)
- 19 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 (15 miles from Ijamsville, MD)
- 23 days ago
- Gaithersburg, MD (15 miles from Ijamsville, MD)
- 23 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...
Financial Advisor - Ashburn, VA
- Ashburn, VA (22 miles from Ijamsville, MD)
- 30+ days ago
- Ashburn, VA (22 miles from Ijamsville, MD)
- 30+ days ago
Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them...
Financial Advisor - PNC Investments
- Rockville, MD (19 miles from Ijamsville, MD)
- 30+ days ago
- Rockville, MD (19 miles from Ijamsville, 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...
Patient Financial Advisor, Day Shift, Rehabilitation
- Gaithersburg, MD (15 miles from Ijamsville, MD)
- 30+ days ago
- Gaithersburg, MD (15 miles from Ijamsville, MD)
- 30+ days ago
AHC Rehabilitation - Downtown Crown If you are a current Adventist HealthCare employee, please click this link to apply through your Workday account. As a Patient Financial Advisor, you will:...
Affluent Market Financial Advisor - Centralized
- Columbia, MD (24 miles from Ijamsville, MD)
- 30+ days ago
- Columbia, MD (24 miles from Ijamsville, MD)
- 30+ days ago
Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of smaller, less complex accounts. Solicits new and...
Financial Advisor - Securities Administration
- Damascus, MD (5 miles from Ijamsville, MD)
- 30+ days ago
- Damascus, MD (5 miles from Ijamsville, MD)
- 30+ days ago
Coach and train Senior and Licensed Personal Bankers and branch employees....
Financial Advisor - PNC Investments
- Westminster, MD (22 miles from Ijamsville, MD)
- 30+ days ago
- Westminster, MD (22 miles from Ijamsville, 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 Ijamsville, MD
Moving to Ijamsville, MD? Find some basic demographic data about Ijamsville, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Ijamsville, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Ijamsville, 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
- 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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