Personal Banker Jobs in Waldorf, 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 (23 miles from Waldorf, MD)
- 1 hour ago
- Annandale, VA (23 miles from Waldorf, MD)
- 1 hour 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...
Deputy Customer Relationship Manager
- Washington, DC (21 miles from Waldorf, MD)
- 1 day ago
- Washington, DC (21 miles from Waldorf, 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...
Personal Banker Roving Arlington District
- Falls Church, VA (23 miles from Waldorf, MD)
- 2 days ago
- Falls Church, VA (23 miles from Waldorf, 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....
- Alexandria, VA (17 miles from Waldorf, MD)
- 4 days ago
- Alexandria, VA (17 miles from Waldorf, 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....
Personal Banker SAFE Act McPherson WASHINGTON
- Washington, DC (21 miles from Waldorf, MD)
- 4 days ago
- Washington, DC (21 miles from Waldorf, 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 (21 miles from Waldorf, MD)
- 5 days ago
- Washington, DC (21 miles from Waldorf, 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 (23 miles from Waldorf, MD)
- 5 days ago
- Falls Church, VA (23 miles from Waldorf, 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....
Private Client Banker - Dupont Circle - Washington, DC
- Washington, DC (21 miles from Waldorf, MD)
- 7 days ago
- Washington, DC (21 miles from Waldorf, 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...
- Prince Frederick, MD (16 miles from Waldorf, MD)
- 7 days ago
- Prince Frederick, MD (16 miles from Waldorf, MD)
- 7 days ago
This job posting is anticipated to remain open for 30 days, from 14-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Roving Personal Banker - DC Capitol Hill District
- Washington, DC (21 miles from Waldorf, MD)
- 12 days ago
- Washington, DC (21 miles from Waldorf, MD)
- 12 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....
- Alexandria, VA (17 miles from Waldorf, MD)
- 12 days ago
- Alexandria, VA (17 miles from Waldorf, MD)
- 12 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Alexandria, Virginia....
- Washington, DC (21 miles from Waldorf, MD)
- 13 days ago
- Washington, DC (21 miles from Waldorf, MD)
- 13 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Personal Banker ll - Georgetown, OH
- Washington, DC (21 miles from Waldorf, MD)
- 15 days ago
- Washington, DC (21 miles from Waldorf, MD)
- 15 days ago
GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers....
Personal Banker - Spring Valley
- Washington, DC (21 miles from Waldorf, MD)
- 21 days ago
- Washington, DC (21 miles from Waldorf, MD)
- 21 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Financial Advisor - Montgomery, Frederick and Washington County MD
- Waldorf, MD
- 22 days ago
- Waldorf, MD
- 22 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...
Demographic Data for Waldorf, MD
Moving to Waldorf, MD? Find some basic demographic data about Waldorf, MD below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Waldorf, MD
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Waldorf, 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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