Personal Banker Jobs in Coopersburg, PA
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.
Private Client Banker - Trexlertown Plaza Branch (New Build) - Allentown, PA
- Allentown, PA (8 miles from Coopersburg, PA)
- 1 day ago
- Allentown, PA (8 miles from Coopersburg, PA)
- 1 day ago
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...
Private Client Relationship Manager
- Horsham, PA (24 miles from Coopersburg, PA)
- 2 days ago
- Horsham, PA (24 miles from Coopersburg, PA)
- 2 days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Private Client Banker - Plumstead Square (New Build) - Doylestown, PA
- Doylestown, PA (18 miles from Coopersburg, PA)
- 5 days ago
- Doylestown, PA (18 miles from Coopersburg, PA)
- 5 days ago
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...
- Doylestown, PA (18 miles from Coopersburg, PA)
- 6 days ago
- Doylestown, PA (18 miles from Coopersburg, PA)
- 6 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
/23191/8cbfc248-9784-44a5-ac24-cb67cf0218a5.png&z=8&s=BNK&ih_t=5%2F13%2F2025+12%3A25%3A48+PM&utm_medium=internal%20referrer&utm_campaign=internal-ihire-portfolio&utm_content=ihire&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
Personal Banker: Bethlehem Branch
- Bethlehem, PA (6 miles from Coopersburg, PA)
- 10 days ago
- Bethlehem, PA (6 miles from Coopersburg, PA)
- 10 days ago
Job Details Job Location Bethlehem, PA Position Type Full Time Salary Range $16.00 - $18.00 Hourly Description
Roving Personal Banker - Montco
- Lansdale, PA (19 miles from Coopersburg, PA)
- 11 days ago
- Lansdale, PA (19 miles from Coopersburg, PA)
- 11 days ago
**About this role:** Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Lansdale, PA (19 miles from Coopersburg, PA)
- 12 days ago
- Lansdale, PA (19 miles from Coopersburg, PA)
- 12 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...
- Easton, PA (18 miles from Coopersburg, PA)
- 26 days ago
- Easton, PA (18 miles from Coopersburg, PA)
- 26 days ago
Fidelity Bank is a relationship-driven, community bank seeking Personal Bankers located in the Scranton area and Lackawanna County....
- Ambler, PA (23 miles from Coopersburg, PA)
- 29 days ago
- Ambler, PA (23 miles from Coopersburg, PA)
- 29 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Ambler, PA at the East Ambler branch....
- Blue Bell, PA (24 miles from Coopersburg, PA)
- 30+ days ago
- Blue Bell, PA (24 miles from Coopersburg, PA)
- 30+ days ago
We're hiring a Personal Banker to join our Blue Bell Team....
- New Hope, PA (22 miles from Coopersburg, PA)
- 45+ days ago
- New Hope, PA (22 miles from Coopersburg, PA)
- 45+ days ago
As a Personal Banker you will strengthen customer relationships with a defined sales process....
- Bethlehem, PA (6 miles from Coopersburg, PA)
- 45+ days ago
- Bethlehem, PA (6 miles from Coopersburg, PA)
- 45+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Financial Advisor-Doylestown/Jamison, PA area
- Doylestown, PA (18 miles from Coopersburg, PA)
- 60+ days ago
- Doylestown, PA (18 miles from Coopersburg, PA)
- 60+ 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...
Licensed Private Client Banker
- Lansdale, PA (19 miles from Coopersburg, PA)
- 90+ days ago
- Lansdale, PA (19 miles from Coopersburg, PA)
- 90+ days ago
Location: 1804 North Broad Street - Lansdale, Pennsylvania 19446 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Licensed Private Client Banker - North Coventry Branch
- Pottstown, PA (20 miles from Coopersburg, PA)
- 90+ days ago
- Pottstown, PA (20 miles from Coopersburg, PA)
- 90+ days ago
Location: 2 Glocker Way - Pottstown, Pennsylvania 19465 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Demographic Data for Coopersburg, PA
Moving to Coopersburg, PA? Find some basic demographic data about Coopersburg, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Coopersburg, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Coopersburg, PA 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
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »