Personal Banker Jobs in Kennett Square, 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.
Personal Banker Associate I - Union Center
- West Chester, PA (10 miles from Kennett Square, PA)
- 1 day ago
- West Chester, PA (10 miles from Kennett Square, PA)
- 1 day ago
Banker job family....
Experienced Personal Banker- Malvern, Phoenixville, Devon, & Paoli, PA
- Malvern, PA (15 miles from Kennett Square, PA)
- 5 days ago
- Malvern, PA (15 miles from Kennett Square, PA)
- 5 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Personal Banker - Valley Forge & Chester County
- Devon, PA (19 miles from Kennett Square, PA)
- 5 days ago
- Devon, PA (19 miles from Kennett Square, PA)
- 5 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Financial Advisor Services Marketing Program Manager
- Malvern, PA (15 miles from Kennett Square, PA)
- 6 days ago
- Malvern, PA (15 miles from Kennett Square, PA)
- 6 days ago
Financial Advisor Services Marketing (FASM) is seeking a Program Manager to join our team. FASM is organized to enable the Financial Advisor Services (FAS) business by 1) implementing marketing...
Associate Personal Banker Havertown
- Havertown, PA (22 miles from Kennett Square, PA)
- 7 days ago
- Havertown, PA (22 miles from Kennett Square, 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- Eddystone, PA
- Eddystone, PA (17 miles from Kennett Square, PA)
- 11 days ago
- Eddystone, PA (17 miles from Kennett Square, PA)
- 11 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
B2B Marketing Writer - Financial Advisor Services
- Malvern, PA (15 miles from Kennett Square, PA)
- 13 days ago
- Malvern, PA (15 miles from Kennett Square, PA)
- 13 days ago
The Financial Advisor Services (FAS) story is one of growth, innovation, and endurance. We have built a strong reputation by serving clients-RIA, Bank, and Institutions-with a consultative...
Private Client Financial Advisor - Greater Philadelphia
- Phoenixville, PA (22 miles from Kennett Square, PA)
- 14 days ago
- Phoenixville, PA (22 miles from Kennett Square, PA)
- 14 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Personal Banker - Northern Delaware - R-102475-2554
- Wilmington, DE (14 miles from Kennett Square, PA)
- 15 days ago
- Wilmington, DE (14 miles from Kennett Square, PA)
- 15 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Private Client Financial Advisor - Greater Philadelphia
- Exton, PA (12 miles from Kennett Square, PA)
- 15 days ago
- Exton, PA (12 miles from Kennett Square, PA)
- 15 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Personal Banker Associate I - Beckett Ridge Relo
- West Chester, PA (10 miles from Kennett Square, PA)
- 17 days ago
- West Chester, PA (10 miles from Kennett Square, PA)
- 17 days ago
Banker job family....
- Coatesville, PA (9 miles from Kennett Square, PA)
- 17 days ago
- Coatesville, PA (9 miles from Kennett Square, PA)
- 17 days ago
Makes referrals to the Mortgage, Wealth Management, Financial Services, Business Banking, Elavon, Elan, Private Banking. Evergreen, Deluxe, etc....
Associate Personal Banker Lansdowne
- Lansdowne, PA (24 miles from Kennett Square, PA)
- 20 days ago
- Lansdowne, PA (24 miles from Kennett Square, PA)
- 20 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 - Wilmington, DE and Surrounding
- Wilmington, DE (14 miles from Kennett Square, PA)
- 23 days ago
- Wilmington, DE (14 miles from Kennett Square, PA)
- 23 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...
Bilingual Personal Banker - R-102555-2554
- Wilmington, DE (14 miles from Kennett Square, PA)
- 23 days ago
- Wilmington, DE (14 miles from Kennett Square, PA)
- 23 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Demographic Data for Kennett Square, PA
Moving to Kennett Square, PA? Find some basic demographic data about Kennett Square, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Kennett Square, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Kennett Square, 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
- Mortgage Lending
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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