Personal Banker Jobs in Edgemoor, DE
A Personal Banker is a professional who assists clients with their financial objectives, providing them with a range of banking services such as managing bank accounts, providing information on the bank's products and services, offering financial advice, and helping with transactions such as loans and credits. They act as a liaison between the bank and its customers, focusing on building and maintaining relationships to ensure customer satisfaction and loyalty. Their main objective is to help customers understand their financial options and make the best decisions for their financial wellbeing.
Important skills a Personal Banker should possess include excellent customer service skills, strong communication, mathematical proficiency, attention to detail, and problem-solving abilities. They should have a deep understanding of financial products and services. Along with this, they must have a certain level of sales skills to cross-sell and upsell banking products. In most cases, a bachelor's degree in finance, business, or related field is required. Some banks may require certification such as Certified Personal Banker (CPB) conferred by the American Bankers Association. Prior to becoming a Personal Banker, individuals might have held positions such as Bank Teller, Customer Service Representative, or Financial Analyst.
Financial Advisor - Syracuse, NY
- Ridley Park, PA (11 miles from Edgemoor, DE)
- 1 day ago
- Ridley Park, PA (11 miles from Edgemoor, DE)
- 1 day ago
Description Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate....
- Philadelphia, PA (21 miles from Edgemoor, DE)
- 1 day ago
- Philadelphia, PA (21 miles from Edgemoor, DE)
- 1 day ago
Salary Grade: Service Representative I or II Duties : Represents the bank in a courteous and professional manner. Provides prompt, efficient, and accurate services to customers. Expands customer...
Floating Personal Banker - Delaware County, PA
- Media, PA (11 miles from Edgemoor, DE)
- 2 days ago
- Media, PA (11 miles from Edgemoor, DE)
- 2 days ago
Our Personal Bankers are provided with a series of classroom and hands-on experiences at various banking offices to apply the knowledge and skills learned....
Personal Banker- Kennett Square, PA
- Kennett Square, PA (13 miles from Edgemoor, DE)
- 2 days ago
- Kennett Square, PA (13 miles from Edgemoor, DE)
- 2 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
- Aston, PA (7 miles from Edgemoor, DE)
- 2 days ago
- Aston, PA (7 miles from Edgemoor, DE)
- 2 days ago
Title: Client Relationship Manager Job Purpose: The Client Relationship Manager will provide a consistently high level of service to a customer through the provision of a dedicated central point...
Associate Personal Banker - Main Banking
- Philadelphia, PA (21 miles from Edgemoor, DE)
- 3 days ago
- Philadelphia, PA (21 miles from Edgemoor, DE)
- 3 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Financial Advisor-Chester County, PA
- Chester, PA (7 miles from Edgemoor, DE)
- 4 days ago
- Chester, PA (7 miles from Edgemoor, DE)
- 4 days ago
Work Location: Downingtown, Pennsylvania, United States of America Hours: 40 Pay Details: $90,000 - $90,000 USD TD is committed to providing fair and equitable compensation opportunities to all...
- Aston, PA (7 miles from Edgemoor, DE)
- 7 days ago
- Aston, PA (7 miles from Edgemoor, DE)
- 7 days ago
Main Purpose: The Client Relationship Manager will provide a consistently high level of service to a customer through the provision of a dedicated central point of contact for Service Management...
Private Client Financial Advisor
- Media, PA (11 miles from Edgemoor, DE)
- 8 days ago
- Media, PA (11 miles from Edgemoor, DE)
- 8 days ago
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough...
- Glen Mills, PA (9 miles from Edgemoor, DE)
- 8 days ago
- Glen Mills, PA (9 miles from Edgemoor, DE)
- 8 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Philadelphia, PA (21 miles from Edgemoor, DE)
- 9 days ago
- Philadelphia, PA (21 miles from Edgemoor, DE)
- 9 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
- Philadelphia, PA (21 miles from Edgemoor, DE)
- 10 days ago
- Philadelphia, PA (21 miles from Edgemoor, DE)
- 10 days ago
This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors....
Private Client Relationship Manager
- Media, PA (11 miles from Edgemoor, DE)
- 13 days ago
- Media, PA (11 miles from Edgemoor, DE)
- 13 days ago
Description AtCitizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguishedclient-centric culture, having a mindset ofcontinuous...
Personal Banker- Granite Run Banking Office
- Media, PA (11 miles from Edgemoor, DE)
- 14 days ago
- Media, PA (11 miles from Edgemoor, DE)
- 14 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Private Client Relationship Manager
- Newtown Square, PA (15 miles from Edgemoor, DE)
- 14 days ago
- Newtown Square, PA (15 miles from Edgemoor, DE)
- 14 days ago
Description AtCitizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguishedclient-centric culture, having a mindset ofcontinuous...
Demographic Data for Edgemoor, DE
Moving to Edgemoor, DE? Find some basic demographic data about Edgemoor, DE below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Edgemoor, DE
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Edgemoor, DE offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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