Personal Banker Jobs in Devon, 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.
- Cherry Hill, NJ (22 miles from Devon, PA)
- 30+ days ago
- Cherry Hill, NJ (22 miles from Devon, PA)
- 30+ days ago
We offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts....
Associate Personal Banker - 15th & Chestnut
- Philadelphia, PA (15 miles from Devon, PA)
- 2 days ago
- Philadelphia, PA (15 miles from Devon, PA)
- 2 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....
Associate Private Client Financial Advisor
- Wayne, PA (1 mile from Devon, PA)
- 3 days ago
- Wayne, PA (1 mile from Devon, PA)
- 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 (3 miles from Devon, PA)
- 3 days ago
- Paoli, PA (3 miles from Devon, PA)
- 3 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Paoli, PA at the Paoli branch....
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Roving Personal Banker - Montco
- Lansdale, PA (14 miles from Devon, PA)
- 3 days ago
- Lansdale, PA (14 miles from Devon, PA)
- 3 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....
Financial Advisor Development Program (MAY 2025 GRADS)
- West Chester, PA (10 miles from Devon, PA)
- 3 days ago
- West Chester, PA (10 miles from Devon, PA)
- 3 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...
- Media, PA (8 miles from Devon, PA)
- 5 days ago
- Media, PA (8 miles from Devon, PA)
- 5 days ago
Position Summary: The Personal Banker will be responsible for assisting customers in a dual role function....
- Lansdale, PA (14 miles from Devon, PA)
- 5 days ago
- Lansdale, PA (14 miles from Devon, PA)
- 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...
- Philadelphia, PA (15 miles from Devon, PA)
- 5 days ago
- Philadelphia, PA (15 miles from Devon, PA)
- 5 days ago
Deloittes Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. As a...
Senior Strategic Financial Advisor
- Radnor, PA (1 mile from Devon, PA)
- 7 days ago
- Radnor, PA (1 mile from Devon, PA)
- 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 (10 miles from Devon, PA)
- 7 days ago
- Glen Mills, PA (10 miles from Devon, PA)
- 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....
Bilingual Floating Personal Banker - Feasterville and Academy Plaza Banking Office
- Philadelphia, PA (15 miles from Devon, PA)
- 12 days ago
- Philadelphia, PA (15 miles from Devon, PA)
- 12 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....
Floating Personal Banker- Northern Liberties and Aramingo Banking Office
- Philadelphia, PA (15 miles from Devon, PA)
- 12 days ago
- Philadelphia, PA (15 miles from Devon, PA)
- 12 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....
Financial Advisor-Doylestown/Jamison, PA area
- Warminster, PA (22 miles from Devon, PA)
- 13 days ago
- Warminster, PA (22 miles from Devon, PA)
- 13 days ago
management business development techniques, products, services and overall industry....
Personal Banker Bilingual Spanish Preferred
- Camden, NJ (18 miles from Devon, PA)
- 14 days ago
- Camden, NJ (18 miles from Devon, PA)
- 14 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Camden, New Jersey. This branch is located at 110 N BROADWAY, CAMDEN, NJ 08102....
Demographic Data for Devon, PA
Moving to Devon, PA? Find some basic demographic data about Devon, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Devon, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Devon, 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
- 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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