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Personal banker jobs in Maryland

- 392 jobs
  • Financial Services Representative

    MJ Morgan Group 3.6company rating

    Personal banker job in Towson, MD

    Ready to make a real impact? As a Financial Services Representative, you'll be the friendly face members trust and the expert who helps them reach their financial goals. Every day brings something new-from opening accounts and processing transactions to uncovering ways members can save, borrow, and thrive. What You'll Do: Create amazing experiences for every member who walks through the door Help members find the right accounts, loans, and financial solutions Handle day-to-day transactions with accuracy and confidence Support loan applications and keep members updated along the way Work with a supportive team that celebrates wins and drives results together Stay sharp on products, policies, and new opportunities to serve members better What Makes You Great for This Role: A passion for helping people and delivering standout service Confidence in recommending products that truly meet member needs Strong communication, attention to detail, and problem-solving skills Comfortable learning new systems and juggling multiple tasks Experience in customer service, sales, or cash handling (banking is a plus!) If you're energized by helping people, love working in a fast-paced environment, and want to grow your financial career, this role is your perfect launchpad. Build relationships that matter-one member at a time!
    $26k-30k yearly est. 2d ago
  • Global Equity Trader

    Brown Advisory 4.9company rating

    Personal banker job in Baltimore, MD

    Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm. Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C Brown Advisory is seeking a Global Equity Trader to help lead the execution of global equity strategies across U.S., European, and Asian markets. This role requires U.S. and global markets expertise, strong leadership capabilities, and a thorough understanding of capital markets with the flexibility to operate during overnight or early morning trading sessions, as needed. The ideal candidate will support both U.S. and global strategies, collaborate across internal and external stakeholders, manage complex trade operations, and contribute to the optimization of portfolio performance. This trader will also be expected to provide coverage for other equity traders, with the team working collaboratively to ensure coverage across time zones. This position is based in the Baltimore, MD office. Core responsibilities include, but are not limited to: As part of the Equity Trading Desk at Brown Advisory, your core responsibilities include, but are not limited to: Global Trading Execution and Strategy * Execution of equity trades across U.S., European, and Asian equity markets on behalf of Brown Advisory's institutional and private client portfolios * Actively monitor US and global equity markets to identify and execute trading opportunities for institutional equity strategies, including coverage of overnight sessions on a rotational basis with another trader * Work flexible hours, including evenings and early mornings when appropriate, as part of a collaborative team structure that is designed to ensure balanced coverage and strategic support across global time zones * Assist with managing, rebalancing, and optimizing portfolios to maximize strategy performance, while minimizing risk * Demonstrate expertise in capital markets with the ability to collaborate effectively with various sell-side desks, including Equity Capital Markets, High Touch Cash, Low-Touch/Electronic, Program Trading, and ETF providers * Provide backup coverage for other equity traders to ensure consistent execution and team continuity across the trading platform Strategic Relationships and Market Intelligence * Collaborate with Portfolio Managers and Research Analysts to align trading strategies with investment objectives * Partner with internal infrastructure teams to improve trading systems, workflows, and reporting tools * Stay current on global market structure developments, regulatory changes, and trading innovations * Build and maintain strong partnerships with brokers, as well as other external counterparties through on-site visits and/ or conferences to expand the firm's network and close industry knowledge gaps * Serve as escalation contact for colleagues with trade related questions that require complex solutions Trading Oversight and Governance * Assist with management of CSA budget and bundled research arrangements * Produce and be able to present on quarterly best execution and board reporting * Respond to Institutional investor requests including RFPs, due diligence, and quarterly questionnaires Qualifications * 10+ years of global equity trading experience across global markets and managing firm risk * Proven leader and self-starter requiring limited oversight * Ability to work rotational overnight shifts to support global trading operations * Proficiency with global equities, ETFs, capital markets, mutual funds, and/or currencies * Collaborative and proactive mindset with strong interpersonal skills * Comfortable working in a fast-paced, deadline-driven environment * Familiarity with compliance regulations regarding best execution and fair allocation practices * Ability to prepare, analyze and disseminate information appropriately; pre and post trade TCA data, liquidity events, and commission analyses * Experience with various trading technologies, including Bloomberg, Advent APX, and/or Charles River preferred * Bachelor's degree from an accredited institution with preferable focus in accounting, finance, or economics We are looking for individuals with the following characteristics: * Strategic thinker with a passion for global equity, capital markets, and ETFs * Demonstrable history of success in former roles * Flexible and adaptable * Detail oriented with strong analytical skills * Superior communication skills * Ability to maintain composure and focus through stressful situations * Emotionally disciplined to effectively read personalities to maximize an effective outcome of trading scenarios and contract negotiations * Easily viewed as a trustworthy and dependable team player * Self-confidence * Fair and balanced in negotiating complex situations * A focused, dedicated, entrepreneurial, open-minded personality Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship). MD Salary: $175k-$200k Commensurate with experience and location. This range does not include bonus or long term incentive eligibility, which are applicable for this role. Benefits At Brown Advisory we offer a competitive compensation package, including full benefits. * Medical * Dental * Vision * Wellness program participation incentive * Financial wellness program * Fitness event fee reimbursement * Gym membership discounts * Colleague Assistance Program * Telemedicine Program (for those enrolled in Medical) * Adoption Benefits * Daycare late pick-up fee reimbursement * Basic Life & Accidental Death & Dismemberment Insurance * Voluntary Life & Accidental Death & Dismemberment Insurance * Short Term Disability * Paid parental leave * Group Long Term Disability * Pet Insurance * 401(k) (50% employer match up to IRS limit, 4 year vesting) Brown Advisory is an Equal Employment Opportunity Employer.
    $175k-200k yearly Auto-Apply 31d ago
  • Trader

    Sherwood Lumber Corporation 3.8company rating

    Personal banker job in Baltimore, MD

    Job Description We are hiring for our Lake Oswego, Melville and Tampa locations as well as home office set ups across the country. SUMMARY: This position is responsible for strengthening mill footprints, achieving customer acquisition and revenue growth objectives by generating interest, qualifying prospects and executing trades. DUTIES AND RESPONSIBILITIES: · Performs customer interaction by making outgoing calls and receiving incoming customer calls/emails daily. · Sources new sales opportunities through inbound and outbound prospecting calls and emails. · Understands accounts, identifies key players and generates interest. · Generates new business and ensures growth of existing accounts, strengthens mill footprint and growth. · Gains and retains extensive product knowledge as well as detailed comprehension of customer requirements. · Prepares and sends valuable offers daily. · Engages in quotation and flexible price negotiation for transactional orders in order to satisfy customer needs while maximizing profit including but not limited to Forward Pricing for hedge-fund customers. · Executes timely and accurate trades based on market data, movement and prices. · Provides competitive market intelligence and insights to prospects and customers. · Enters orders for all types of sales, including inventory, directs, back-to-back, forward and block business on both delivered and customer pick-up basis. · Purchases product for various types of sales. · Handles inbound calls and provides callers with product and service information. · Fields customer support calls, following up on matters such as deliveries, claims, returns and other customer requests. · Reviews dispatch log, daily invoices, A/R alerts and other system generated reports, make calls to follow up when required. · Maintain and review sales and profit goals on a regular basis · Participates in daily sales meetings and other various team meetings. · Visits customers on a regular basis, entertains customers outside of normal business hours, and continually develops customer relationships with thank you notes and other small tokens of appreciation; submits detailed customer visit reports to management and other team members. · Attends outings, shows and conventions as directed by management. · Submits customer sponsorship requests to management in a timely manner. · Provides management with suggestions that will improve our company. · Attends company sponsored, management seminars and webinars designed to help sales associates make good, high level decisions. · Maintains a self-discipline to enhance skills and education through reading, listening to audio and attending programs. · Performs other related duties as assigned by management. SUPERVISORY RESPONSIBILITIES: · This job has no supervisory responsibilities. QUALIFICATIONS: · Computer skills required: Microsoft Office Suite o 4+ years' experience in sales or a related field (experience in building materials a plus). o Excellent written and oral communication skills. o Strong team player, work ethic and commitment to job. o Excellent interpersonal skills. o Strong negotiation skills and the ability to establish mutually beneficial commitments and expectations with customers. o Ability to multi-task in a fast-paced environment. o Ability to work closely with peers on team orientated goals. o Ability to follow company directives and instruction. PHYSICAL DEMANDS AND WORK ENVIRONMENT: Occasionally required to stand. Occasionally required to walk. Continually required to sit. While performing the duties of this job, the noise level in the work environment is usually quiet and moderate. The employee must occasionally lift and/or move up to 10 pounds.
    $58k-104k yearly est. 30d ago
  • Future Temporary Opportunities

    College of Southern Maryland 4.0company rating

    Personal banker job in Maryland

    Located 45 minutes from the Nation's Capital, nestled in a history-rich community of southern Maryland, The College of Southern Maryland (CSM) is a two-time Aspen Award-winning institution (top 15% of Community Colleges) with academic programs in over 100 disciplines. CSM is among America's top 100 producers of Minority Associate Degrees in twenty categories, according to Diverse Issues in Higher Education. CSM offers excellent health insurance benefits; State Retirement Pension plan; wellness programs; Code Green early closure Fridays in the summer; college closure for spring break and several major holidays, including the week between Christmas and New Year; and for several days in March for Spring Break. We are an innovative institution committed to student success and well known for our flexibility to meet student and community needs. To meet short-term staffing needs, the college maintains this Temporary Pool for positions such asclerical/administrative support, cashiers, bookstore clerks, laborers, and other positions. Temp positions are filled on an as-needed basis. Positions may be for any College department, at any campus. The hours may vary. College of Southern Maryland conducts background checks in order to ensure the safety and well-being of the College's staff and students. The final candidate for this position will be subject to the following background checks: Criminal History Check, Sex Offender Registry Check, Motor Vehicle Check (for positions that require driving) and Credit Check (for cash-handling positions). College of Southern Maryland conducts background checks in order to ensure the safety and well-being of the College's staff and students. The final candidate for this position will be subject to the following background checks: Criminal History Check and Sex Offender Registry Check. Specific Duties and Responsibilities Duties will vary, depending on the position. Duties may include the following: * clerical/administrative tasks * data entry * telephone coverage * customer service * research * cashier/retail work * bookstore clerks duties * staffing athletic events * working in the fitness center and/or pool * laborer, assisting Building and Grounds Technicians * child care aides Minimum Education and Training Minimum requirements depend on the position.
    $50k-69k yearly est. 49d ago
  • Private Client Banker - Greater Maryland Market -Marriottsville, Maryland

    JPMC

    Personal banker job in Maryland

    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 having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $38k-82k yearly est. Auto-Apply 60d+ ago
  • Private Banker 2

    First National Trust Company

    Personal banker job in Baltimore, MD

    Primary Office Location:300 E. Lombard Street. Baltimore, Maryland. 21202.Join our team. Make a difference - for us and for your future. Private Banker 2 Business Unit: Private Banking Reports To: Varies Based on Assignment This position is primarily responsible for marketing private banking services to business owners and executives, professionals and Centers of Influence (COI) within their assigned region. The incumbent manages private banking client relationships to achieve a high level of client satisfaction and to develop banking, wealth and insurance cross sell opportunities and interacts with other bankers and associates to achieve service objectives. The incumbent provides the highest quality of service to every client. Primary Responsibilities: Markets private banking products and services to business owners and executives, professionals and Centers of Influence (COI) within an assigned geographic region. Opportunities are primarily developed by cultivating a strong referral network of internal associates in Commercial, Retail and Wealth lines of business as well as external COIs such as realtors, accountants and attorneys. Constructively interacts with other lines of business partners across a wide range of functional areas to provide a consistently outstanding service level with respect to new loan processing, underwriting and closing, deposit account servicing and expansion, wealth management and insurance relationship development. Maintains and develops existing private banking relationships, provides quality service and advice and cross sells products and services including deposits, loans, wealth and insurance services. Ensures regular client communication to optimize relationship opportunities. Analyzes and evaluates personal financial statements, tax returns, credit bureau reports, appraisals and other credit-related documentation in support of gaining approval for mortgage and consumer loan requests. Periodically develops cash flow schedules and provides other credit memoranda in support of loan requests. Reviews all related legal documentation and handles client negotiation. Develops and maintains a personal program for achieving knowledge of private banking related subject matter including developing associated skills in the areas of consumer and mortgage underwriting, personal finance, wealth management and insurance. Demonstrates interpersonal behavior, attitude, judgment, communication and initiative with prospect, clients and associates. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 5 Special Skills: Excellent organizational, analytical and interpersonal skills Excellent communication skills, both written and verbal Detail-oriented Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level Ability to work and multi-task in a fast paced environment Background demonstrates capacity to achieve at a high level in terms of sales activities, new household generation and cross sells Strong underwriting acumen and prior experience with closed referrals to Wealth preferred Special Licenses and Certificates: Nationwide Mortgage Licensing System and Registry Identifier required Physical Requirements: N/A Compensation Grade: EXT11 Pay Range: $91,858.00 - $153,088.00 FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits. Equal Employment Opportunity (EEO): It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $37k-84k yearly est. Auto-Apply 60d+ ago
  • Universal Banker

    Burke & Herbert Bank & Trust 4.4company rating

    Personal banker job in Secretary, MD

    Summary/Objective Under the direction of bank management, performs a wide variety of duties between the teller line and the customer service desk. This includes opening and closing accounts, performing routine banking transactions, and other duties. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Universal Banker will rotate between the teller line and the customer service desk. Universal Bankers provide superior customer service experience, based on all Service Beyond Expectations-Begins With Me pillars. Perform routine banking transactions such as deposits, checks, payments, cash orders, coin processing, issuing official checks/money orders, etc. Open Consumer and Business Bank Accounts including loans and deposits. Assist clients in many aspects of their accounts including, but not limited to, account inquiries, online and mobile products and services, debit cards, account reconciliation, account maintenance, wire transfers, check orders, and overdraft assistance. Open and/or assist with CDARS accounts/transactions and IRA accounts/transactions. Equitably contributes to the branch attainment of sales and referral products goals by identifying and making referrals. Adhere to all policy and procedures of the company. Follows operational procedures including protecting customers, bank assets and bank security. Accurately complete information on systems and forms to mitigate exposure while ensuring service delivery and quality. Other Duties Other duties as assigned. Education and Experience High School Diploma or equivalent 2-3 years teller and/or new accounts experience preferred. Universal Banker must be comfortable and confident in a sales and service environment. Universal Banker must be able to be part of a team and work closely with fellow Customer Service Tellers and Relationship Bankers. Highly professional with good interpersonal and problem-solving skills. Excellent computer, typing, and math skills required. Highly organized and detail-oriented. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. This position is classified as non-exempt, and as such it is paid on an hourly basis. The pay range for this position is $18.50 - $19.50 per hour. Other compensation includes overtime paid at one and one-half times the normal hourly rate for any hours worked in excess of 40 in a workweek. Eligible for incentive compensation. This position is classified as full-time and the benefits package includes health insurance, dental insurance, vision insurance. Employees may select from coverage options which range from employee only to family coverage. Full-time employees receive Paid Time Off (PTO), a paid holiday schedule, paid bereavement, and paid parental leave. Benefits also include company paid life insurance and paid long-term disability coverage. Our bank also offers a 401(k) with a company match Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
    $18.5-19.5 hourly Auto-Apply 60d+ ago
  • Financial Services Representative - State Farm Agent Team Member

    David Munson Agency

    Personal banker job in Bethesda, MD

    I am seeking dynamic insurance professionals for the office of David Munson Agency who are interested in helping my business grow through value based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast paced environment, then this is your opportunity for a rewarding career with growth potential. You will have a chance to learn how to market products and manage a business first hand while participating in my focused program to develop and enhance your skills and experiences. This could be the start of an exciting, challenging and fun career! Responsibilities Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Work with the agent to establish and meet marketing goals. Use a customer-focused, needs-based review process to educate customers about insurance options. As an Agent Team Member, you will receive... Salary plus commission/bonus Health benefits Profit sharing 401K Paid time off (vacation and personal/sick days) Valuable experience Growth potential/Opportunity for advancement in my agency Signing Bonus up to $ Learning to market property/casualty, life, health, bank and mutual fund products Setting sales and growth goals Working closely with the agent to gain an understanding of the agents role and office logistics Learning how to network effectively If you are motivated to succeed and can see yourself in this role, pleasecomplete our application. We will follow up with you on the next steps inthe interview process. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies.If you choose to pursue an agency opportunity, you will need to apply and go through the regular State FarmInsurance Companies agentselection process
    $30k-54k yearly est. 11d ago
  • Universal Banker I

    Bank of Charles Town

    Personal banker job in Hagerstown, MD

    Responsible for a broad range of teller transaction processing, referring bank products and services while providing friendly customer service and playing a vital role in delivering an exceptional customer experience. Description Reports To: Branch Manager FLSA Status: Non-Exempt ESSENTIAL DUTIES AND RESPONSIBILITIES Customer Service * Ability to interact with the public and deal effectively with their questions or problems. * Familiar with the Bank's products and services. * Looks for opportunities to explain, promote, and refer products or services. * Continuously demonstrates a helpful, friendly attitude and is committed to providing excellent customer service. * Serves as a model of excellent customer service to other employees. * Identifies and refers retail products suitable to the customer's needs. * Handles customer complaints or questions and determines the best course of action to be taken to remedy the situation. * Ability to establish and maintain effective working relationships with co-workers, employees and officials in other departments Universal Banker I Functions * Receives and handles deposits of all types, ensuring the proper endorsement on negotiable instruments within these deposits. * Cashes checks and pays out money after verification of signatures and customer balances. Adheres at all times to policies and regulations set forth in the Teller Operational Policy & Procedures Manual. * Processes any or all of the following: Checks, deposits, loan payments, night drop bags, mail deposits, and savings bonds. Provides access to safety deposit boxes. * Enters customers' transactions into computer to record transactions, and issues computer generated receipts. Accurately balances currency, coin, and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen. * Removes deposits from, and counts and balances cash in, automated teller system and night drop bags. * Assist with daily ATM balancing duties. * Demonstrates responsibility and judgment according to check cashing procedures. * Order client checks through Harland Clarke * Issuance of cashier's checks and money orders. * Completes Currency Transaction Reports (CTRs) and obtains independent verification of report * May override excessive drawer cash in Vertex up to approved designated limit. * Open and maintenance all consumer types of checking and savings accounts. * Complete domestic wires forms accurately. Other duties may be assigned. Security * Maintains proper amount of currency and coin in drawer-per Potomac Bank approved teller currency limits. * Maintains neat and orderly work area and ensures that all negotiables and confidential records are properly secured. * Understands role in the event of a robbery, whether victim or bystander, and knows proper post-robbery procedures. * Professional appearance that evokes the customer's trust. * Adheres to all bank policies and procedures and to internal controls and system access restrictions. Other duties may be assigned. CRITICAL SKILLS * Self-Development: Pursue additional education or training to remain current, improve knowledge, and diversify skills. The ability to be cross trained in other areas. * Customer Confidentiality: Never reveal or divulge customer information to anyone outside of the Bank. * Versatility: Ability to multi-task under pressure and fast paced environment. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. EDUCATION and/or EXPERIENCE High school diploma or general education degree (GED); 1-2 years of prior customer service experience; position demands a person with an outgoing, service-oriented personality. It also requires general knowledge of bank operations, excellent communication and customer service skills and basic to advanced computer skills. KNOWLEDGE, SKILLS, AND ABILITIES * Position demands a person with a pleasant personality with an above average knowledge of fundamental arithmetic. * Ability to adhere to Potomac Bank's Core Values: Integrity, Teamwork, Growth, Customer Commitment, Community Focus * Must have basic skills in operating a computer, printer, and copy machine. * Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. * Ability to operate standard office equipment, including coin sorter and currency counter. * Ability to speak in a clear and understandable manner and write legibly. * Ability to answer telephones and greet public in a friendly and courteous manner. * Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. * Ability to deal with problems involving several concrete variables in standardized situations. SMOKE-FREE WORKPLACE Potomac Bank is a 100% smoke-free company. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee must regularly lift and/or move up to 10 pounds, frequently lift and/or move up to 25 pounds, and occasionally lift and/or move up to 50 pounds. This job description is not designed to cover or contain a comprehensive listing of all duties/responsibilities that are required of position. Duties/responsibilities may change or be assigned at any time with or without notice. Potomac Bank is an Equal Opportunity/Affirmative Action Employer Potomac Bank supports a workforce of diversity, equity, inclusion, and accessibility
    $34k-46k yearly est. 7d ago
  • Financial Services Representative - State Farm Agent Team Member

    Kathy Schultze-State Farm Agent

    Personal banker job in Frederick, MD

    Job DescriptionBenefits: Competitive salary Opportunity for advancement Training & development Job Posting: Insurance Sales Representative (Future Owner Potential) Company: Kathy Schultze State Farm Location: Frederick, PA Kathy Schultze State Farm is looking for a motivated Insurance Sales Representative who aspires to become an agency owner in the future. Join our team in Frederick, PA, and embark on a rewarding career with one of the nation's leading insurance providers. Responsibilities: Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Establish customer relationships and follow up with customers to ensure satisfaction. Provide prompt, accurate, and friendly customer service. Maintain a strong work ethic with a commitment to success each day. Participate in training and development programs to enhance sales skills and product knowledge. Requirements: Sales experience preferred; willing to train the right candidate. Excellent communication, interpersonal, and negotiation skills. Self-motivated and goal-oriented with a strong drive to succeed. Ability to work in a team environment. Desire to learn about insurance products and services. Must be eligible to obtain insurance licenses (we will assist with licensing process). Benefits: Competitive base salary plus commission and bonus potential. Comprehensive training and development programs. Health benefits package and retirement options. Paid time off and holidays. Opportunity for career advancement into agency ownership. How to Apply: If you are passionate about sales, customer service, and have a desire to grow into an agency owner role, we encourage you to apply for this exciting opportunity at Kathy Schultze State Farm. Please submit your resume and a cover letter explaining why you are interested in this position and your career goals. Join our team and start your journey towards becoming a successful insurance professional and agency owner! Kathy Shultze State Farm is an equal opportunity employer committed to diversity and inclusion in the workplace. About Kathy Schultze State Farm: Kathy Schultze State Farm has been serving the Frederick community for [XX] years, providing a range of insurance products including auto, home, life, and health insurance. We pride ourselves on delivering exceptional service and building long-lasting relationships with our customers.
    $30k-54k yearly est. 1d ago
  • Financial Services Representative - State Farm Agent Team Member

    Scott McGrew-State Farm Agent

    Personal banker job in Ellicott City, MD

    Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Opportunity for advancement Signing bonus Training & development Tuition assistance ROLE DESCRIPTION: At the Scott McGrew Agency, we are more than just an insurance and financial services providerwe are a family. Our commitment to delivering customer-focused solutions drives everything we do. We pride ourselves on creating a warm, supportive atmosphere where clients and team members alike feel valued and empowered. Our goal is to be the one-stop solution for all insurance and financial needs, ensuring comprehensive and personalized service every step of the way. As a Registered Representative with my agency, you will successfully market the financial products that help manage everyday risks. Your proficient knowledge of our financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. Are you interested in owning your own business? This is a great way to become a successful Agent Aspirant. Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services preferred but not required. Analytical and communication skills are a must. FINRA Series 6 and 63 licenses preferred. Life and Health license preferred.
    $30k-55k yearly est. 5d ago
  • Business Banker 3

    First National Bank (FNB Corp 3.7company rating

    Personal banker job in Baltimore, MD

    Primary Office Location: 300 E. Lombard Street. Baltimore, Maryland. 21202. Join our team. Make a difference - for us and for your future. Business Banker 3 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader This position is primarily responsible for developing new business relationships and servicing current business relationships, maintaining a prospective customer call program, networking referral sources, conducting prospect blitzes, enhancing the visibility of the Bank in the community, submitting reports in order to enhance existing business relationships, developing new business relationships and contributing to the Bank's profit and loan objectives. The incumbent provides the highest quality of service to every customer. Primary Responsibilities: Develops new business relationships and services current business relationships by profiling and maintaining the relationship, contacting customers to determine banking needs, selling products and services to meet identified needs according to the Bank's pricing and fee schedule and resolving poor performance and other types of problems. Maintains a prospective customer call program by using referrals and other methods to identify potential customers, making cold calls and promoting quality products and services and the Bank's image at professional organizations, community events and other activities where potential customers can be found within limits of current budget, mix of products and services and time. Networks referral sources, primarily CPAs and Attorneys, by regularly contacting sources, hosting receptions for specific firms and recognizing, entertaining and otherwise thanking the source for referrals according to the Bank's policies and procedures in order to obtain referrals and develop new business relationships. Works with Commercial, Retail and Trust contact personnel according to the time schedules of the group in order to enhance and promote the image of the Bank and develop new business relationships. Enhances the visibility of the Bank in the community by participating in community events and serving on community organization boards according to the available time in order to promote the image of the Bank in the community. Submits reports including reports on business development activities by gathering and organizing information and submitting the reports in an accurate and timely manner in order to keep management informed of business development activities and other information. Serves as advisor and consultant to Business Development Officers 1 and 2 and Commercial Bankers for development approaches. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 7 Special Skills: Excellent project management skills Excellent communication skills, both written and verbal Excellent customer service skills Excellent organizational, analytical and interpersonal skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in commercial or business banking. General knowledge of lending laws and regulations. Experience in successful business development and community and civic activities preferred. Special Licenses and Certificates: N/A Physical Requirements: N/A Compensation Grade: EXT13 Pay Range: $111,150.00 - $185,250.00 FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits. Equal Employment Opportunity (EEO): It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $28k-32k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative State Farm Agent Team Member

    Chris Aguirre-State Farm Agent

    Personal banker job in Kensington, MD

    Job DescriptionBenefits: Competitive salary Opportunity for advancement Training & development Are you a dynamic and results-oriented individual with a passion for sales and customer service? Do you want to be part of a supportive team that values your contributions and offers excellent growth opportunities? Look no further! Chris Aguirre State Farm is seeking a Sales Representative to join our growing team. About Us: At Chris Aguirre State Farm, we take pride in being a trusted insurance agency that has been serving our community for over a decade. Our commitment to exceptional customer service and providing the best insurance solutions has earned us a reputation as a leader in the industry. As a State Farm agency, we have the backing of a renowned brand known for its integrity and reliability. Role and Responsibilities: As a Sales Representative at Chris Aguirre State Farm, you will play a pivotal role in helping individuals and families protect what matters most to them. Your key responsibilities will include: Sales and Consultation: Engaging with potential customers to assess their insurance needs and provide them with personalized insurance solutions that align with their requirements. Lead Generation: Proactively seeking new business opportunities through various channels, such as referrals, networking, and community involvement. Customer Relationship Management: Building strong and lasting relationships with clients, providing ongoing support, and addressing any inquiries or concerns they may have. Cross-Selling and Upselling: Identifying opportunities to offer additional State Farm products and financial services that benefit our customers. Team Collaboration: Collaborating with our dedicated team to create a seamless customer experience and achieve collective sales targets. Qualifications: To excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Previous experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed. Communication Skills: Excellent verbal and written communication skills to effectively interact with customers and explain insurance concepts clearly. Customer-Centric: A strong desire to help customers and provide exceptional service that exceeds their expectations. Goal-Driven: A self-motivated individual with a proven track record of meeting and exceeding sales targets. Insurance Knowledge: While not mandatory, familiarity with insurance products and industry practices will be advantageous. Bilingual Spanish Benefits Ongoing training and development opportunities to enhance your skills and knowledge. A supportive and collaborative team that feels like family. Opportunities for career growth and advancement within the agency. Salary plus commission/bonus Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within my office HOURS Weekdays 9AM - 5PM
    $30k-54k yearly est. 29d ago
  • Financial Services Representative I - Fort Washington

    Andrews Federal Credit Union 4.2company rating

    Personal banker job in Fort Washington, MD

    Job Details Branch 27 Fort Washington - Fort Washington, MDDescription The Financial Service Representative is responsible for the tactical initiatives as they relate to building member relationships, providing world-class service, and achieving branch goals. The incumbent will promote and build positive relationships with members and provide solutions to their financial needs, remaining committed to the organizations core values. Essential Duties Assumes responsibility for the efficient, effective, and accurate performance of Teller functions. Presents and explains Credit Union membership, products and services to potential and existing members and assists in meeting their financial needs. Keeps members informed of Credit Union policies and information, including types of available accounts, interest and dividend rates, payroll deductions options, and other related services. Identifies cross-selling opportunities through asking members pertinent questions, execution of active listening skills while communicating with members and anticipation of member needs. Responds to member's requests, problems, and complaints and/or directs them to the proper person for specific information or assistance. Build positive relationships with other lines of business by interacting with other business units. Refers members to departments for specialized needs (i.e., Mortgage). Refers members to designated Credit Union partners to fulfill financial counseling, investment and insurance needs. Reviews all available operational, product and procedure manuals in branch to become completely familiar with all branch operations, products, services and policies. Demonstrate effective communication with all internal and external business partners, including the retail partner, while effectively communicating upwards and across the organization. Volunteer for SEG sign-ups and other credit union activities. Remains cognizant of and adheres to Andrews Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act. Required KSAs High school diploma or GED. Must have 2 years experience in a sales/service role within the financial services industry or other types of retail businesses. Excellent interpersonal, verbal and written communication skills. Knowledge of how the financial markets impact the financial services industry and excel at representing Credit Union products and operations. Minimal travel amongst branches may be required. Physical Requirements Ability to sit at a desk and computer for extended periods. Ability to lift up to 20 pounds. In accordance with the Americans with Disabilities Act, requirements may be modified to reasonably accommodate disabled individuals. However, no accommodation will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. Pay Range $21.25 to $27.00
    $21.3-27 hourly 60d+ ago
  • Financial Services Representative

    Freedom Federal Credit Union 4.2company rating

    Personal banker job in Huntingtown, MD

    The Freedom Federal Credit Union Difference Freedom Federal Credit Union believes that a great member experience begins with a great team member experience. We value our team members not just for their talent, but also for the difference they make to our members and the communities we serve. We strive to help our team members live up to their fullest potential, and, with that in mind, provide each of them with a healthy, safe, and positive, yet challenging, work environment. A positive work-life balance, personal growth, purposeful work, and recognition of accomplishments are an essential part of what we offer. We're looking for people to join our team, who share our vision and passion to make a positive financial impact on our members' lives. If you're ready to take the next step, join Freedom to truly make a difference. Starting rate for this role is $20/hour (rate is commensurate with experience). This position is eligible for an incentive program of $25 per Guaranteed Asset Protection (GAP) policy or Mechanical Breakdown Protection (MBP) policy sold on vehicle loans. Summary: The Freedom Federal Credit Union Financial Services Representative I (FSR I) is responsible for delivering exceptional member service by identifying members' financial needs and providing them with suitable financial products and services. This role involves a combination of sales, customer service, and operational tasks aimed at enhancing member satisfaction and contributing to the growth of the credit union. Essential Duties & Responsibilities: Member Service: Greet members and visitors in a friendly and professional manner. Address member inquiries regarding account information, transactions, and credit union products and services. Resolve member issues and complaints promptly and effectively. Sales: Identify opportunities to cross-sell and up-sell credit union products and services, such as savings accounts, loans, credit cards, and insurance. Meet or exceed individual and branch sales targets. Conduct product presentations and explain the benefits and features of credit union offerings. Account Management: Open new member accounts, including savings, checking, and certificate accounts. Process loan applications, provide loan information, and follow up with members throughout the loan process. Assist members with account maintenance, including address changes, stop payments, and direct deposits. Transactional Duties: Perform teller duties such as cashing checks, accepting deposits, processing withdrawals, and handling payments. Balance cash drawers and reconcile discrepancies. Process wire transfers and other financial transactions accurately and efficiently. Compliance and Risk Management: Adhere to all credit union policies, procedures, and regulatory requirements. Maintain confidentiality and security of member information. Identify and report suspicious activities in compliance with anti-money laundering (AML) regulations. Team Collaboration: Work closely with other team members to ensure a cohesive and efficient branch operation. Participate in branch meetings and contribute ideas to improve branch performance and member satisfaction. Administrative Tasks: Maintain accurate records of member interactions and transactions. Prepare and submit reports as required by management. Keep abreast of changes in credit union products, services, policies, and procedures. Knowledge, Skills, and Experience Customer Service Orientation Sales Skills Communication Skills Attention to Detail Problem-Solving Abilities Technical Proficiency Time Management Team Collaboration Required Experience High School Diploma or equivalent; associate or bachelor's degree in finance, business, or a related field preferred. Minimum 1-year previous experience in customer services, cash handling, and sales; Previous experience in banking or financial services preferred. Knowledge of credit union operations and financial products. Proven experience in sales and member service with a track record of achieving targets. Ability to work flexible hours, including weekends, as needed. Interpersonal Skills A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations, and explanations with members, direct and indirect reports, and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating, and/or advising others on matters of significance. COMPANY INFORMATION: Freedom Federal Credit Union is a community-chartered federal credit union offering consumer financial services to those who live, work, volunteer, worship, attend school, or have family in Harford, Baltimore, & Carroll Counties as well as Baltimore City. Additionally, Freedom offers a full line of banking services for all businesses, associations, and other organizations that are based in those same locations. To learn more, visit freedomfcu.org. Freedom Federal Credit Union offers competitive compensation, and our benefit offerings include: Paid time off Accrual of 17 days in 1st year of employment 11 paid holidays with an extra floating holiday for your birthday Medical, Dental, and Vision coverage - Single and Family options available Supplementary Health Benefit offerings including Critical illness insurance, Accident Insurance, and Hospital Indemnity Plans Life and AD&D Insurance, Short-Term and Long-Term Disability Plans 401k Retirement Plan with employer match options after 1 year, potential for additional discretionary contribution from the organization each year Tuition Reimbursement options of up to $5,250 each year Freedom Federal Credit Union conducts credit, bond, and background checks. All new hires must present evidence of authorization to work in the US. Freedom Federal Credit Union participates in the E-Verify program. Freedom Federal Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected Military/Veteran status and will not be discriminated against based on disability. If you are a disabled applicant and cannot apply online, please contact Freedom directly at ***************************** for assistance.
    $20 hourly Auto-Apply 60d+ ago
  • Universal Banker (Customer Service Representative) - Flex/Travel

    Queenstown Bank of Maryland 3.1company rating

    Personal banker job in Queenstown, MD

    Job Description Come Join a Team that is Working Together to Enhance the Lives of our Colleagues , Customers and the Community Every Day! This Customer Service Representative (CSR) role will travel among our 9 branches along Maryland's Eastern Shore, within these counties: Queen Anne, Talbot, Dorchester and Caroline This position is responsible for delivering exceptional service, building and expanding strong relationships with our customers and supporting various operational needs of customers. Duties and Responsibilities: Build relationships by developing trust and engaging in conversations to understand customers' financial needs and uncovering opportunities to grow their relationships. Open a variety of new accounts for customers including checking, IRA's, and CD's; Providing information and answering questions regarding interest rates, fees, and bank policies. Handle account servicing requests including stop payment requests, wire transfers, dormant account reactivation, address changes, travel notifications, research, and ATM/Debit card orders. Educate customers on digital services to deepen their understanding of alternative service opportunities and fraud solutions. Work closely with colleagues throughout the bank to achieve branch goals and provide an exceptional customer experience. Support CSAs as needed by processing customer transactions. Follow all banking regulations, security and operational procedures to protect customers and bank assets. Make decisions when questionable items are presented for cashing. Provide support to less experienced branch staff members. Comply with and work toward branch goals to achieve or exceed branch growth potential. Adheres to Bank policies and procedures required by federal and state statutes, laws and regulatory rules. Adheres to Company's Safety and Security Policies and Procedures. Adheres to Company's behavioral standards and Core Values, which are Trust, Customer. Commitment, Teamwork, Excellence and Performance. Performs other duties as assigned by management. Qualifications (Knowledge, Skills, Abilities, Education and Experience): High school diploma or GED. One year of banking customer service required. Demonstrated understanding of branch operation activities, terminology, products, and services Basic knowledge of related state and federal banking compliance regulations, and other Bank operational policies. Strong computer skills to include database and Microsoft Office. Ability to work independently and as a team member. Detail oriented. Basic math skills to include the ability to calculate interest and balance accounts. Excellent communication skills Good organizational and time management skills. Ability to apply good judgement to carry out instructions, interpret documents, understand procedures, write reports and correspondence. Physical Demands and Work Environment: Mobility sufficient to perform activities required of position, including travel to branch locations Manual dexterity for the functional operation of office equipment, such as computers, calculators, etc. Ability to actively engage in necessary communications with internal and external customers. Company Benefit Offerings for eligible employees: Medical, Dental and Vision insurance offered 1st of the month following 30 days of employment Paid Time Off (PTO) starts at 3 weeks per calendar year (prorated for new hires based on start date) 12 Paid Holidays (including Birthday) 401K retirement plan with up to a 4% Company match and immediate vesting Tuition Reimbursement Employer paid life insurance Employer paid disability insurance Voluntary life and disability insurance Employee Assistance Program Employee Discounts and Perks Compensation: The posted pay range for this position reflects a good faith estimate. The posted pay range includes a $1.00 per hour Flex stipend for travel. Actual compensation offered may vary based on factors such as relevant experience, skills, internal equity, tenure, performance and location. Queenstown Bank is an Equal Opportunity Employer, including protected Veterans and individuals with Disabilities. Queenstown Bank is an E-Verify participant.
    $33k-42k yearly est. 16d ago
  • Global Equity Trader

    Brown Advisory 4.9company rating

    Personal banker job in Baltimore, MD

    Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm. Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C Brown Advisory is seeking a Global Equity Trader to help lead the execution of global equity strategies across U.S., European, and Asian markets. This role requires U.S. and global markets expertise, strong leadership capabilities, and a thorough understanding of capital markets with the flexibility to operate during overnight or early morning trading sessions, as needed. The ideal candidate will support both U.S. and global strategies, collaborate across internal and external stakeholders, manage complex trade operations, and contribute to the optimization of portfolio performance. This trader will also be expected to provide coverage for other equity traders, with the team working collaboratively to ensure coverage across time zones. This position is based in the Baltimore, MD office. Core responsibilities include, but are not limited to: As part of the Equity Trading Desk at Brown Advisory, your core responsibilities include, but are not limited to: Global Trading Execution and Strategy Execution of equity trades across U.S., European, and Asian equity markets on behalf of Brown Advisory's institutional and private client portfolios Actively monitor US and global equity markets to identify and execute trading opportunities for institutional equity strategies, including coverage of overnight sessions on a rotational basis with another trader Work flexible hours, including evenings and early mornings when appropriate, as part of a collaborative team structure that is designed to ensure balanced coverage and strategic support across global time zones Assist with managing, rebalancing, and optimizing portfolios to maximize strategy performance, while minimizing risk Demonstrate expertise in capital markets with the ability to collaborate effectively with various sell-side desks, including Equity Capital Markets, High Touch Cash, Low-Touch/Electronic, Program Trading, and ETF providers Provide backup coverage for other equity traders to ensure consistent execution and team continuity across the trading platform Strategic Relationships and Market Intelligence Collaborate with Portfolio Managers and Research Analysts to align trading strategies with investment objectives Partner with internal infrastructure teams to improve trading systems, workflows, and reporting tools Stay current on global market structure developments, regulatory changes, and trading innovations Build and maintain strong partnerships with brokers, as well as other external counterparties through on-site visits and/ or conferences to expand the firm's network and close industry knowledge gaps Serve as escalation contact for colleagues with trade related questions that require complex solutions Trading Oversight and Governance Assist with management of CSA budget and bundled research arrangements Produce and be able to present on quarterly best execution and board reporting Respond to Institutional investor requests including RFPs, due diligence, and quarterly questionnaires Qualifications 10+ years of global equity trading experience across global markets and managing firm risk Proven leader and self-starter requiring limited oversight Ability to work rotational overnight shifts to support global trading operations Proficiency with global equities, ETFs, capital markets, mutual funds, and/or currencies Collaborative and proactive mindset with strong interpersonal skills Comfortable working in a fast-paced, deadline-driven environment Familiarity with compliance regulations regarding best execution and fair allocation practices Ability to prepare, analyze and disseminate information appropriately; pre and post trade TCA data, liquidity events, and commission analyses Experience with various trading technologies, including Bloomberg, Advent APX, and/or Charles River preferred Bachelor's degree from an accredited institution with preferable focus in accounting, finance, or economics We are looking for individuals with the following characteristics: Strategic thinker with a passion for global equity, capital markets, and ETFs Demonstrable history of success in former roles Flexible and adaptable Detail oriented with strong analytical skills Superior communication skills Ability to maintain composure and focus through stressful situations Emotionally disciplined to effectively read personalities to maximize an effective outcome of trading scenarios and contract negotiations Easily viewed as a trustworthy and dependable team player Self-confidence Fair and balanced in negotiating complex situations A focused, dedicated, entrepreneurial, open-minded personality Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship). MD Salary: $175k-$200k Commensurate with experience and location. This range does not include bonus or long term incentive eligibility, which are applicable for this role. Benefits At Brown Advisory we offer a competitive compensation package, including full benefits. • Medical • Dental • Vision • Wellness program participation incentive • Financial wellness program • Fitness event fee reimbursement • Gym membership discounts • Colleague Assistance Program • Telemedicine Program (for those enrolled in Medical) • Adoption Benefits • Daycare late pick-up fee reimbursement • Basic Life & Accidental Death & Dismemberment Insurance • Voluntary Life & Accidental Death & Dismemberment Insurance • Short Term Disability • Paid parental leave • Group Long Term Disability • Pet Insurance • 401(k) (50% employer match up to IRS limit, 4 year vesting) Brown Advisory is an Equal Employment Opportunity Employer.
    $175k-200k yearly Auto-Apply 31d ago
  • Private Client Banker - Maryland West Market

    JPMC

    Personal banker job in Bethesda, MD

    You have an obsession 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 having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
    $37k-83k yearly est. Auto-Apply 60d+ ago
  • Business Banker

    First National Trust Company

    Personal banker job in Baltimore, MD

    Primary Office Location:300 E. Lombard Street. Baltimore, Maryland. 21202.Join our team. Make a difference - for us and for your future. Business Banker 3 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader Position Overview: This position is primarily responsible for developing new business relationships and servicing current business relationships, maintaining a prospective customer call program, networking referral sources, conducting prospect blitzes, enhancing the visibility of the Bank in the community, submitting reports in order to enhance existing business relationships, developing new business relationships and contributing to the Bank's profit and loan objectives. The incumbent provides the highest quality of service to every customer. Primary Responsibilities: Develops new business relationships and services current business relationships by profiling and maintaining the relationship, contacting customers to determine banking needs, selling products and services to meet identified needs according to the Bank's pricing and fee schedule and resolving poor performance and other types of problems. Maintains a prospective customer call program by using referrals and other methods to identify potential customers, making cold calls and promoting quality products and services and the Bank's image at professional organizations, community events and other activities where potential customers can be found within limits of current budget, mix of products and services and time. Networks referral sources, primarily CPAs and Attorneys, by regularly contacting sources, hosting receptions for specific firms and recognizing, entertaining and otherwise thanking the source for referrals according to the Bank's policies and procedures in order to obtain referrals and develop new business relationships. Works with Commercial, Retail and Trust contact personnel according to the time schedules of the group in order to enhance and promote the image of the Bank and develop new business relationships. Enhances the visibility of the Bank in the community by participating in community events and serving on community organization boards according to the available time in order to promote the image of the Bank in the community. Submits reports including reports on business development activities by gathering and organizing information and submitting the reports in an accurate and timely manner in order to keep management informed of business development activities and other information. Serves as advisor and consultant to Business Development Officers 1 and 2 and Commercial Bankers for development approaches. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 7 Special Skills: Excellent project management skills Excellent communication skills, both written and verbal Excellent customer service skills Excellent organizational, analytical and interpersonal skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in commercial or business banking. General knowledge of lending laws and regulations. Experience in successful business development and community and civic activities preferred. Special Licenses and Certificates: N/A Physical Requirements: N/A Compensation Grade: EXT13 Pay Range: $111,150.00 - $185,250.00 FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits. Equal Employment Opportunity (EEO): It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $38k-67k yearly est. Auto-Apply 60d+ ago
  • Universal Banker

    Burke & Herbert Bank & Trust 4.4company rating

    Personal banker job in Preston, MD

    Summary/Objective Under the direction of bank management, performs a wide variety of duties between the teller line and the customer service desk. This includes opening and closing accounts, performing routine banking transactions, and other duties. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Universal Banker will rotate between the teller line and the customer service desk. Universal Bankers provide superior customer service experience, based on all Service Beyond Expectations-Begins With Me pillars. Perform routine banking transactions such as deposits, checks, payments, cash orders, coin processing, issuing official checks/money orders, etc. Open Consumer and Business Bank Accounts including loans and deposits. Assist clients in many aspects of their accounts including, but not limited to, account inquiries, online and mobile products and services, debit cards, account reconciliation, account maintenance, wire transfers, check orders, and overdraft assistance. Open and/or assist with CDARS accounts/transactions and IRA accounts/transactions. Equitably contributes to the branch attainment of sales and referral products goals by identifying and making referrals. Adhere to all policy and procedures of the company. Follows operational procedures including protecting customers, bank assets and bank security. Accurately complete information on systems and forms to mitigate exposure while ensuring service delivery and quality. Other Duties Other duties as assigned. Education and Experience High School Diploma or equivalent 2-3 years teller and/or new accounts experience preferred. Universal Banker must be comfortable and confident in a sales and service environment. Universal Banker must be able to be part of a team and work closely with fellow Customer Service Tellers and Relationship Bankers. Highly professional with good interpersonal and problem-solving skills. Excellent computer, typing, and math skills required. Highly organized and detail-oriented. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. This position is classified as non-exempt, and as such it is paid on an hourly basis. The pay range for this position is $18.50 - $19.50 per hour. Other compensation includes overtime paid at one and one-half times the normal hourly rate for any hours worked in excess of 40 in a workweek. Eligible for incentive compensation. This position is classified as full-time and the benefits package includes health insurance, dental insurance, vision insurance. Employees may select from coverage options which range from employee only to family coverage. Full-time employees receive Paid Time Off (PTO), a paid holiday schedule, paid bereavement, and paid parental leave. Benefits also include company paid life insurance and paid long-term disability coverage. Our bank also offers a 401(k) with a company match. Travel Travel may be required for this position. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
    $18.5-19.5 hourly Auto-Apply 60d+ ago

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