Personal Banker Jobs in Fleetwood, 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.
- Bethlehem, PA (24 miles from Fleetwood, PA)
- 4 hours ago
- Bethlehem, PA (24 miles from Fleetwood, PA)
- 4 hours ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Summer Internship - Personal Banker
- Tamaqua, PA (24 miles from Fleetwood, PA)
- 1 day ago
- Tamaqua, PA (24 miles from Fleetwood, PA)
- 1 day ago
As a Floating Personal Banker, you will have the unique opportunity to work across multiple branches, providing you with a broad view of banking operations and customer service....
- Reading, PA (9 miles from Fleetwood, PA)
- 4 days ago
- Reading, PA (9 miles from Fleetwood, PA)
- 4 days ago
Were hiring a Personal Banker to join our West Lawn Team....
Personal Banker Supervisor - Coventry
- Pottstown, PA (16 miles from Fleetwood, PA)
- 7 days ago
- Pottstown, PA (16 miles from Fleetwood, PA)
- 7 days ago
They will provide leadership, conflict resolution, process improvement and communication to the Personal Bankers....
- West Lawn, PA (12 miles from Fleetwood, PA)
- 7 days ago
- West Lawn, PA (12 miles from Fleetwood, PA)
- 7 days ago
We're hiring a Personal Banker to join our West Lawn Team....
Personal Banker Fairgrounds Branch
- Reading, PA (9 miles from Fleetwood, PA)
- 7 days ago
- Reading, PA (9 miles from Fleetwood, 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....
Personal Banker - Bilingual - Fourth St
- Bethlehem, PA (24 miles from Fleetwood, PA)
- 8 days ago
- Bethlehem, PA (24 miles from Fleetwood, PA)
- 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....
- Wyomissing, PA (11 miles from Fleetwood, PA)
- 23 days ago
- Wyomissing, PA (11 miles from Fleetwood, PA)
- 23 days ago
We have an immediate need for a talented Personal Banker for our Kimberton Location. Are you highly motivated team player?...
Licensed Private Client Banker
- Pottstown, PA (16 miles from Fleetwood, PA)
- 30+ days ago
- Pottstown, PA (16 miles from Fleetwood, PA)
- 30+ 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...
Licensed Private Client Banker - North Coventry Branch
- Pottstown, PA (16 miles from Fleetwood, PA)
- 30+ days ago
- Pottstown, PA (16 miles from Fleetwood, PA)
- 30+ 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...
Private Client Banker - Harleysville Branch (New Build) - Harleysville, PA
- Harleysville, PA (24 miles from Fleetwood, PA)
- 30+ days ago
- Harleysville, PA (24 miles from Fleetwood, PA)
- 30+ 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...
Personal Banker (Float) - Central Region - Full-time
- Allentown, PA (20 miles from Fleetwood, PA)
- 45+ days ago
- Allentown, PA (20 miles from Fleetwood, PA)
- 45+ days ago
office conditions in a retail-banking establishment....
- Pottstown, PA (16 miles from Fleetwood, PA)
- 45+ days ago
- Pottstown, PA (16 miles from Fleetwood, PA)
- 45+ days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Allentown, PA (20 miles from Fleetwood, PA)
- 90+ days ago
- Allentown, PA (20 miles from Fleetwood, PA)
- 90+ days ago
Through its relationship with CUSO Financial Services, L. P. (CFS) First Commonwealth Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its...
Financial Advisor - Kutztown, PA
- Kutztown, PA (6 miles from Fleetwood, PA)
- 90+ days ago
- Kutztown, PA (6 miles from Fleetwood, PA)
- 90+ days ago
Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them...
Demographic Data for Fleetwood, PA
Moving to Fleetwood, PA? Find some basic demographic data about Fleetwood, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Fleetwood, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Fleetwood, 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
- 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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