Personal Banker Jobs in Hockessin, 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.
- Bear, DE (13 miles from Hockessin, DE)
- 15 hours ago
- Bear, DE (13 miles from Hockessin, DE)
- 15 hours ago
Provides advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance from high net worth customer segment, primarily...
Associate Private Client Financial Advisor
- Wayne, PA (23 miles from Hockessin, DE)
- 3 days ago
- Wayne, PA (23 miles from Hockessin, DE)
- 3 days ago
About this role: Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas...
- Paoli, PA (20 miles from Hockessin, DE)
- 3 days ago
- Paoli, PA (20 miles from Hockessin, DE)
- 3 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Paoli, PA at the Paoli branch....
Financial Advisor Development Program (MAY 2025 GRADS)
- West Chester, PA (14 miles from Hockessin, DE)
- 4 days ago
- West Chester, PA (14 miles from Hockessin, DE)
- 4 days ago
Actively interviewing upcoming May grads for the West Chester, PA office! FINANCIAL ADVISOR DEVELOPMENT PROGRAM (for those graduating this May) You will gain hands on and real-world experience as...
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- Media, PA (16 miles from Hockessin, DE)
- 5 days ago
- Media, PA (16 miles from Hockessin, DE)
- 5 days ago
Position Summary: The Personal Banker will be responsible for assisting customers in a dual role function....
- West Chester, PA (14 miles from Hockessin, DE)
- 5 days ago
- West Chester, PA (14 miles from Hockessin, DE)
- 5 days ago
Function Incumbent will create and manage the customer experience by determining the types of accounts and/or services needed to meet their individual financial needs. Incumbent will drive sales...
Senior Strategic Financial Advisor
- Radnor, PA (23 miles from Hockessin, DE)
- 7 days ago
- Radnor, PA (23 miles from Hockessin, DE)
- 7 days ago
R10067552 Senior Strategic Financial Advisor (Open) Location: Radnor, PA (Airgas HO) - Management How will you CONTRIBUTE and GROW? This appointment establishes a strategic advisory role, tasked...
- Glen Mills, PA (13 miles from Hockessin, DE)
- 7 days ago
- Glen Mills, PA (13 miles from Hockessin, DE)
- 7 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....
Experienced Personal Banker- Malvern, Phoenixville, Devon, & Paoli, PA
- Malvern, PA (19 miles from Hockessin, DE)
- 20 days ago
- Malvern, PA (19 miles from Hockessin, DE)
- 20 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Experienced Personal Banker - Narberth, Ardmore, Bryn Mawr
- Devon, PA (22 miles from Hockessin, DE)
- 20 days ago
- Devon, PA (22 miles from Hockessin, DE)
- 20 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Financial Advisor - Wilmington, DE and Surrounding
- Wilmington, DE (10 miles from Hockessin, DE)
- 30+ days ago
- Wilmington, DE (10 miles from Hockessin, DE)
- 30+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Financial Advisor-Chester County, PA
- Chester, PA (16 miles from Hockessin, DE)
- 45+ days ago
- Chester, PA (16 miles from Hockessin, DE)
- 45+ days ago
management business development techniques, products, services and overall industry Proven ability to achieve sales goals Proficient with retail and small business banking Proven ability to establish...
Financial Advisor First Citizens Community Bank
- Wilmington, DE (10 miles from Hockessin, DE)
- 60+ days ago
- Wilmington, DE (10 miles from Hockessin, DE)
- 60+ days ago
Bank Financial Advisor First Citizens Community Bank Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank...
Financial Advisor, Senior Associate
- Newtown Square, PA (18 miles from Hockessin, DE)
- 60+ days ago
- Newtown Square, PA (18 miles from Hockessin, DE)
- 60+ days ago
Builds and maintains relationships with clients. Delivers financial advice and portfolio management guidance. About the Role: Vanguard is seeking talented Financial Advisors to join our dynamic...
Demographic Data for Hockessin, DE
Moving to Hockessin, DE? Find some basic demographic data about Hockessin, DE below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Hockessin, DE
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Hockessin, 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
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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