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Shore United Bank is seeking a full-time Personal Banker (Float) to join our team. A Personal Banker is responsible for assisting clients in managing their bank accounts and finances. They understand the banking industry and have detailed knowledge of different investment and savings products available to clients. The Personal Banker's responsibilities include working closely with clients to determine their banking needs and to provide individualized service by providing tailored banking solutions. The Personal Banker must successfully build and maintain long-term relationships with clients and be able to resolve issues regarding client accounts, effectively and efficiently, to ensure maximum client satisfaction.
What does "float" mean? Your work location will vary based on needs in the region. This provides the opportunity to support multiple communities while serving as the go-to support for clients. This position will rotate between branches in Anne Arundel County, Maryland: Annapolis, Crofton, Severna Park, Glen Burnie, and Edgewater, with a home base of Annapolis. Milage reimbursement is included.
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Shore United Bank is a full-service community bank with a rich history dating back to 1876. In excess of $6 billion in assets, we offer innovative financial services delivered with the personal touch you expect from a community bank. We serve a broad geographic area with branches in Maryland, Delaware, and Virginia, and we also provide a comprehensive suite of digital banking services that allow you to bank with us no matter where life takes you.
In addition to banking, we offer trust and wealth management services through Wye Financial & Trust, a division of Shore United Bank. Together, our team of experienced professionals is dedicated to helping you achieve your financial goals.
Shore United Bank: Good things are happening here. ®
Shore United Bank is an Affirmative Action/Equal Opportunity Employer. Shore United Bank is an E-Verify participant.
Full Time
Banking
$71k-103k (estimate)
05/13/2024
07/11/2024
shoreunitedbank.com
EASTON, MD
200 - 500
2002
SCOTT BEATTY
$50M - $200M
Banking
Wye Financial Partners, a division of Shore United Bank, offers comprehensive financial strategies and exceptional service tailored to meet the individual and business needs of our clients. We are built around the character of our people and committed to the success of our clients and our communities. Together, our team of experienced professionals are dedicated to helping our clients navigate toward their financial goals. IMPORTANT DISCLOSURES Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA and SIPC). In ...
surance products are offered through LPL or its licensed affiliates. Shore United Bank and Wye Financial Partners are not registered as a broker-dealer or investment advisor. Registered representative of LPL offer products and services using Wye Financial Partners and may also be employees of Shore United Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Shore United Bank or Wye Financial Partners. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value This communication is strictly intended for individuals residing in the state(s) of AL, AK, AZ, CO, CT, DE, DC, FL, GA, IL, ME, MD, MA, MI, NH, NJ, NY, NC, PA, RI, SC, SD, TX, VA, WA and WV. No offers may be made or accepted from any resident outside the specific states referenced.
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The job skills required for Personal Banker (Float) include Customer Service, Financial Services, Risk Management, Debit Card, Wealth Management, Life Insurance, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal Banker (Float). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal Banker (Float). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Personal Banker (Float) positions, which can be used as a reference in future career path planning. As a Personal Banker (Float), it can be promoted into senior positions as a Private Banker III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Banker (Float). You can explore the career advancement for a Personal Banker (Float) below and select your interested title to get hiring information.
If you are interested in becoming a Personal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Banker for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Personal Banker job description and responsibilities
The personal banker examines a client's assets, suggests additional banking services, and offers solutions when consulted about financial needs.
12/13/2021: Salt Lake City, UT
Customers typically receive help and advice when completing loan applications and may even find that the loan application process can be streamlined with a personal banker's guidance.
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Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.
02/14/2022: Macon, GA
The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.
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At the end of the day, personal bankers are employees of the banks that they work for and are expected to meet the KPIs set for them.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Personal Banker jobs
Personal bankers should focus on financial analysis and accounting.
12/08/2021: Lima, OH
Small or large, credit unions and banks rely on personal bankers to build and solidify their relationship with people who have accounts and loans with them.
01/03/2022: Appleton, WI
Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.
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Provides knowledge of financing, loans, and personal banking.
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A personal banker may refer his clients to other bank experts.
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Step 3: View the best colleges and universities for Personal Banker.