Personal Banker Jobs in Maryland
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.
Patient Financial Advisor II, Evening Shift, Patient Access
- Silver Spring, MD
- 2 days ago
- Silver Spring, MD
- 2 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...
Private Client Banker - Frederick Riverview Plaza - Frederick, Maryland
- Frederick, MD
- 3 days ago
- Frederick, MD
- 3 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...
This job posting is anticipated to remain open for 30 days, from 15-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
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...
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 WorkWork with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing...
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...
Shore United Bank is seeking a full-time Personal Banker to join our team. A Personal Banker is responsible for assisting clients in managing their bank accounts and finances....
Private Client Banker - Maryland East Market - Edgewater, Maryland
- Edgewater, MD
- 10 days ago
- Edgewater, MD
- 10 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...
Patient Financial Advisor, (Hybrid) Day Shift, Pre-registration Eligibility and Finance Clearance
- Gaithersburg, MD
- 10 days ago
- Gaithersburg, MD
- 10 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...
Shore United Bank is seeking a full-time Personal Banker to join our team. A Personal Banker is responsible for assisting clients in managing their bank accounts and finances....
Client Relationship Specialist The position operates in a fast-paced, technology-based environment. The Client Relationship Specialist will have total responsibility for the client experience and...
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Commerce/Business Travel Percentage : 15 - 25% We are seeking a dynamic...
Financial Advisor (Career Changers Encouraged to Apply)
- Baltimore, MD
- 14 days ago
- Baltimore, MD
- 14 days ago
As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and...
Demographic Data for Maryland
Moving to Maryland? Find some basic demographic data about Maryland below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Maryland
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Maryland 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
- 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
- Fraud Investigation
- Financial Planning
- Cash Handling
- 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
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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