Personal Banker Jobs in Lanham, 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.
Financial Advisor - Career Change Opportunity
- Olney, MD (16 miles from Lanham, MD)
- 8 days ago
- Olney, MD (16 miles from Lanham, 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...
Personal Banker SAFE Act - FALLS CHURCH
- Falls Church, VA (17 miles from Lanham, MD)
- 21 hours ago
- Falls Church, VA (17 miles from Lanham, MD)
- 21 hours 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 (7 miles from Lanham, MD)
- 1 day ago
- Takoma Park, MD (7 miles from Lanham, MD)
- 1 day 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...
Financial Advisor - PNC Investments
- Severna Park, MD (17 miles from Lanham, MD)
- 1 day ago
- Severna Park, MD (17 miles from Lanham, MD)
- 1 day 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...
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- Glen Burnie, MD (20 miles from Lanham, MD)
- 2 days ago
- Glen Burnie, MD (20 miles from Lanham, MD)
- 2 days ago
As a Personal Banker within PNC's Retail Banker organization, you will be based in Glen Burnie, MD....
Bilingual Spanish Personal Banker Chesapeake Square Branch
- Glen Burnie, MD (20 miles from Lanham, MD)
- 2 days ago
- Glen Burnie, MD (20 miles from Lanham, MD)
- 2 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....
Patient Financial Advisor, Day Shift, Rehabilitation
- Rockville, MD (17 miles from Lanham, MD)
- 4 days ago
- Rockville, MD (17 miles from Lanham, MD)
- 4 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...
- Arlington, VA (13 miles from Lanham, MD)
- 5 days ago
- Arlington, VA (13 miles from Lanham, MD)
- 5 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 WorkFinancial Advisor - Paid Training Provided
- Olney, MD (16 miles from Lanham, MD)
- 5 days ago
- Olney, MD (16 miles from Lanham, MD)
- 5 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...
- Alexandria, VA (14 miles from Lanham, MD)
- 7 days ago
- Alexandria, VA (14 miles from Lanham, MD)
- 7 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 (14 miles from Lanham, MD)
- 7 days ago
- Alexandria, VA (14 miles from Lanham, MD)
- 7 days ago
As a Personal Banker in a Traditional Branch, you will strengthen customer relationships with a defined sales process....
Merrill Team Financial Advisor
- Annapolis, MD (17 miles from Lanham, MD)
- 7 days ago
- Annapolis, MD (17 miles from Lanham, MD)
- 7 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
- Vienna, VA (19 miles from Lanham, MD)
- 7 days ago
- Vienna, VA (19 miles from Lanham, MD)
- 7 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 (13 miles from Lanham, MD)
- 7 days ago
- Arlington, VA (13 miles from Lanham, MD)
- 7 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....
- Olney, MD (16 miles from Lanham, MD)
- 8 days ago
- Olney, MD (16 miles from Lanham, MD)
- 8 days ago
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. Join a financial services firm where your contributions...
Demographic Data for Lanham, MD
Moving to Lanham, MD? Find some basic demographic data about Lanham, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lanham, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lanham, 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
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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