Personal Banker Jobs in New Holland, 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 Fairgrounds Branch Reading PA
- Reading, PA (17 miles from New Holland, PA)
- 3 days ago
- Reading, PA (17 miles from New Holland, PA)
- 3 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....
Roving Personal Banker Capital PA District
- Lebanon, PA (22 miles from New Holland, PA)
- 10 days ago
- Lebanon, PA (22 miles from New Holland, PA)
- 10 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....
Private Client Financial Advisor - Greater Philadelphia
- Exton, PA (23 miles from New Holland, PA)
- 15 days ago
- Exton, PA (23 miles from New Holland, PA)
- 15 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Coatesville, PA (16 miles from New Holland, PA)
- 17 days ago
- Coatesville, PA (16 miles from New Holland, PA)
- 17 days ago
Makes referrals to the Mortgage, Wealth Management, Financial Services, Business Banking, Elavon, Elan, Private Banking. Evergreen, Deluxe, etc....
Financial Advisor-Chester County, PA
- Downingtown, PA (19 miles from New Holland, PA)
- 60+ days ago
- Downingtown, PA (19 miles from New Holland, PA)
- 60+ days ago
management business development techniques, products, services and overall industry....
- Exton, PA (23 miles from New Holland, PA)
- 26 days ago
- Exton, PA (23 miles from New Holland, PA)
- 26 days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
- Willow Street, PA (14 miles from New Holland, PA)
- 30+ days ago
- Willow Street, PA (14 miles from New Holland, PA)
- 30+ days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
- West Lawn, PA (14 miles from New Holland, PA)
- 30+ days ago
- West Lawn, PA (14 miles from New Holland, PA)
- 30+ days ago
We're hiring a Personal Banker to join our West Lawn Team....
Licensed Private Client Banker
- Downingtown, PA (19 miles from New Holland, PA)
- 60+ days ago
- Downingtown, PA (19 miles from New Holland, PA)
- 60+ days ago
Location: 82 Quarry Road - Downingtown, Pennsylvania 19335 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Demographic Data for New Holland, PA
Moving to New Holland, PA? Find some basic demographic data about New Holland, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in New Holland, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in New Holland, 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
- 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
- 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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