Personal Banker Jobs in Takoma Park, 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.
Private Client Banker (New Build) - Annandale - Annandale, VA
- Annandale, VA (14 miles from Takoma Park, MD)
- 5 hours ago
- Annandale, VA (14 miles from Takoma Park, MD)
- 5 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...
- Rockville, MD (10 miles from Takoma Park, MD)
- 5 hours ago
- Rockville, MD (10 miles from Takoma Park, MD)
- 5 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....
Deputy Customer Relationship Manager
- Washington, DC (6 miles from Takoma Park, MD)
- 1 day ago
- Washington, DC (6 miles from Takoma Park, MD)
- 1 day ago
We are seeking an experienced Deputy Customer Relationship Manager to support a complex IT operations program within the U.S. Department of Justice (DOJ). This on-site role supports day-to-day...
- Fairfax, VA (24 miles from Takoma Park, MD)
- 1 day ago
- Fairfax, VA (24 miles from Takoma Park, 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....
Personal Banker Roving Arlington District
- Falls Church, VA (11 miles from Takoma Park, MD)
- 2 days ago
- Falls Church, VA (11 miles from Takoma Park, MD)
- 2 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Patient Financial Advisor II, Evening Shift, Patient Access
- Silver Spring, MD (2 miles from Takoma Park, MD)
- 3 days ago
- Silver Spring, MD (2 miles from Takoma Park, MD)
- 3 days ago
White Oak Medical Center If you are a current Adventist HealthCare employee, please click this link to apply through your Workday account. White Oak Medical Center seeks to hire an experienced...
- Alexandria, VA (11 miles from Takoma Park, MD)
- 4 days ago
- Alexandria, VA (11 miles from Takoma Park, MD)
- 4 days ago
The Financial Advisor is a client-facing representative of Burke & Herbert Wealth Management who will assist customers with investment and financial planning needs....
- Tysons, VA (11 miles from Takoma Park, MD)
- 4 days ago
- Tysons, VA (11 miles from Takoma Park, MD)
- 4 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Vienna, VA....
Personal Banker SAFE Act McPherson WASHINGTON
- Washington, DC (6 miles from Takoma Park, MD)
- 4 days ago
- Washington, DC (6 miles from Takoma Park, MD)
- 4 days ago
Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA....
Private Client Banker - Chevy Chase Connecticut Ave - Washington, DC
- Washington, DC (6 miles from Takoma Park, MD)
- 5 days ago
- Washington, DC (6 miles from Takoma Park, MD)
- 5 days ago
JobID: 210617616 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-04-15T14:55:54+00:00 JobShift: Base Pay/Salary: Washington,DC $25.00-$30.29 You have a passion for taking...
Associate Roving Personal Banker - Arlington District
- Falls Church, VA (11 miles from Takoma Park, MD)
- 5 days ago
- Falls Church, VA (11 miles from Takoma Park, MD)
- 5 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Vienna, VA (14 miles from Takoma Park, MD)
- 6 days ago
- Vienna, VA (14 miles from Takoma Park, MD)
- 6 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Vienna, VA....
- Annapolis, MD (24 miles from Takoma Park, MD)
- 6 days ago
- Annapolis, MD (24 miles from Takoma Park, MD)
- 6 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
Contact Center Personal Banker
- Annapolis, MD (24 miles from Takoma Park, MD)
- 6 days ago
- Annapolis, MD (24 miles from Takoma Park, MD)
- 6 days ago
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote WorkPrivate Client Banker - Dupont Circle - Washington, DC
- Washington, DC (6 miles from Takoma Park, MD)
- 7 days ago
- Washington, DC (6 miles from Takoma Park, MD)
- 7 days 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...
Demographic Data for Takoma Park, MD
Moving to Takoma Park, MD? Find some basic demographic data about Takoma Park, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Takoma Park, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Takoma Park, 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
- Mortgage Lending
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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