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.
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
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....
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....
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....
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Financial Advisor - Frederick, MD ( and nearby counties - 45 min distance or less)
- Frederick, MD
- 2 days ago
- Frederick, MD
- 2 days ago
BEGIN YOUR CAREER WITH NORTHWESTERN MUTUAL! At Northwestern Mutual Financial Representatives strive to understand their clients' goals and visions to uncover financial solutions that put them on a...
Financial ConsultantIf you no longer want tospend your time on sourcing new clients and would rather have thetime to deepen relationships and create complex financial plans,then join a team that...
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...
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of...
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
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...
Client Relationship Manager (Remote) Job ID: 20799 Job Function: Customer Service & Claims Location: Baltimore, MD, United States Campus: MD-Baltimore-Canton Crossing Career Band: BDII Status:...
Remote WorkAffluent Market Financial Advisor- (Draw Salary Plus Commission)
- Annapolis, MD
- 10 days ago
- Annapolis, MD
- 10 days ago
Overview: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions...
As a Personal Banker in a Traditional Branch, you will strengthen customer relationships with a defined sales process....
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
- 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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Here are some other career titles that require similar skills
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