Personal Banker Jobs in Rising Sun, 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.
- Havre de Grace, MD (9 miles from Rising Sun, MD)
- 22 hours ago
- Havre de Grace, MD (9 miles from Rising Sun, MD)
- 22 hours ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
Personal Banker- Kennett Square, PA
- Kennett Square, PA (22 miles from Rising Sun, MD)
- 2 days ago
- Kennett Square, PA (22 miles from Rising Sun, MD)
- 2 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
- North East, MD (8 miles from Rising Sun, MD)
- 9 days ago
- North East, MD (8 miles from Rising Sun, MD)
- 9 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Student Financial Services Advisor
- Newark, DE (18 miles from Rising Sun, MD)
- 30+ days ago
- Newark, DE (18 miles from Rising Sun, MD)
- 30+ days ago
PAY GRADE: 28N Newark/Hybrid CONTEXT OF THE JOB: Under the general direction of the Senior Student Financial Services (SFS) Advisor, the SFS Advisor helps ensure student success by providing...
- Coatesville, PA (23 miles from Rising Sun, MD)
- 30+ days ago
- Coatesville, PA (23 miles from Rising Sun, MD)
- 30+ days ago
Reference #: R-651Work Location:1835 Lincoln Hwy ECoatesville, PA 19320 Work Hours:Monday - Thursday 8:30 am - 5:00 pmFriday 8:30 am - 6:00 pmSaturday 9:00 am - 12:00 pm(Must be flexible around...
- Aberdeen, MD (14 miles from Rising Sun, MD)
- 60+ days ago
- Aberdeen, MD (14 miles from Rising Sun, MD)
- 60+ days ago
Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our...
Demographic Data for Rising Sun, MD
Moving to Rising Sun, MD? Find some basic demographic data about Rising Sun, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Rising Sun, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Rising Sun, 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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