Personal Banker Jobs in Newtown, 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 Bilingual Spanish Preferred
- Camden, NJ (23 miles from Newtown, PA)
- 13 hours ago
- Camden, NJ (23 miles from Newtown, PA)
- 13 hours 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....
Engagement Financial Advisor Analyst
- Philadelphia, PA (24 miles from Newtown, PA)
- 2 days ago
- Philadelphia, PA (24 miles from Newtown, PA)
- 2 days ago
Position Summary Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk...
Senior Personal Banker - Hamilton - Full-time
- Hamilton, NJ (11 miles from Newtown, PA)
- 3 days ago
- Hamilton, NJ (11 miles from Newtown, PA)
- 3 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Associate Personal Banker - Commerce Square
- Philadelphia, PA (24 miles from Newtown, PA)
- 5 days ago
- Philadelphia, PA (24 miles from Newtown, PA)
- 5 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....
- Harleysville, PA (23 miles from Newtown, PA)
- 5 days ago
- Harleysville, PA (23 miles from Newtown, PA)
- 5 days ago
Location: 278 Main Street - Harleysville, Pennsylvania 19438 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Associate Personal Banker - 15th & Chestnut
- Philadelphia, PA (24 miles from Newtown, PA)
- 5 days ago
- Philadelphia, PA (24 miles from Newtown, PA)
- 5 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....
Floating Personal Banker-New Jersey
- Willingboro, NJ (16 miles from Newtown, PA)
- 5 days ago
- Willingboro, NJ (16 miles from Newtown, PA)
- 5 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....
Personal Banker - Valley Forge & Chester County
- Narberth, PA (23 miles from Newtown, PA)
- 5 days ago
- Narberth, PA (23 miles from Newtown, PA)
- 5 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
- Philadelphia, PA (23 miles from Newtown, PA)
- 6 days ago
- Philadelphia, PA (23 miles from Newtown, PA)
- 6 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....
Contact Center Personal Banker
- Trenton, NJ (11 miles from Newtown, PA)
- 6 days ago
- Trenton, NJ (11 miles from Newtown, PA)
- 6 days ago
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote Work- Southampton, PA (3 miles from Newtown, PA)
- 7 days ago
- Southampton, PA (3 miles from Newtown, PA)
- 7 days ago
Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with...
- Trenton, NJ (11 miles from Newtown, PA)
- 8 days ago
- Trenton, NJ (11 miles from Newtown, PA)
- 8 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
- Blue Bell, PA (18 miles from Newtown, PA)
- 10 days ago
- Blue Bell, PA (18 miles from Newtown, PA)
- 10 days ago
We're hiring a Personal Banker to join our Blue Bell Team....
Private Client Banker - Chestnut Hill (New Build) - Philadelphia, PA
- Philadelphia, PA (24 miles from Newtown, PA)
- 10 days ago
- Philadelphia, PA (24 miles from Newtown, PA)
- 10 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...
- Princeton, NJ (17 miles from Newtown, PA)
- 16 days ago
- Princeton, NJ (17 miles from Newtown, PA)
- 16 days ago
Job Description: Position Overview We are seeking experienced, self-motivated Investment Advisor Representatives to join our growing team on a commission-based structure with competitive splits....
Demographic Data for Newtown, PA
Moving to Newtown, PA? Find some basic demographic data about Newtown, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Newtown, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Newtown, 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
- Account Maintenance
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- 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
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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