Personal Banker Jobs in Perkasie, 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.
Private Client Relationship Manager
- Horsham, PA (14 miles from Perkasie, PA)
- 22 hours ago
- Horsham, PA (14 miles from Perkasie, PA)
- 22 hours ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Private Client Relationship Manager
- Flourtown, PA (19 miles from Perkasie, PA)
- 1 day ago
- Flourtown, PA (19 miles from Perkasie, PA)
- 1 day ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Private Client Banker - Plumstead Square (New Build) - Doylestown, PA
- Doylestown, PA (7 miles from Perkasie, PA)
- 3 days ago
- Doylestown, PA (7 miles from Perkasie, PA)
- 3 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...
- Doylestown, PA (7 miles from Perkasie, PA)
- 5 days ago
- Doylestown, PA (7 miles from Perkasie, PA)
- 5 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
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- Allentown, PA (19 miles from Perkasie, PA)
- 7 days ago
- Allentown, PA (19 miles from Perkasie, PA)
- 7 days ago
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help...
Personal Banker: Bethlehem Branch
- Bethlehem, PA (14 miles from Perkasie, PA)
- 8 days ago
- Bethlehem, PA (14 miles from Perkasie, PA)
- 8 days ago
Job Details Job Location Bethlehem, PA Position Type Full Time Salary Range $16.00 - $18.00 Hourly Description
Roving Personal Banker - Montco
- Lansdale, PA (12 miles from Perkasie, PA)
- 9 days ago
- Lansdale, PA (12 miles from Perkasie, PA)
- 9 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....
- Lansdale, PA (12 miles from Perkasie, PA)
- 11 days ago
- Lansdale, PA (12 miles from Perkasie, PA)
- 11 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...
Bilingual Floating Personal Banker - Feasterville and Academy Plaza Banking Office
- Feasterville Trevose, PA (21 miles from Perkasie, PA)
- 17 days ago
- Feasterville Trevose, PA (21 miles from Perkasie, PA)
- 17 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 (15 miles from Perkasie, PA)
- 19 days ago
- Warminster, PA (15 miles from Perkasie, PA)
- 19 days ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
- Easton, PA (24 miles from Perkasie, PA)
- 24 days ago
- Easton, PA (24 miles from Perkasie, PA)
- 24 days ago
Fidelity Bank is a relationship-driven, community bank seeking Personal Bankers located in the Scranton area and Lackawanna County....
Experienced Personal Banker- Malvern, Phoenixville, Devon, & Paoli, PA
- Phoenixville, PA (22 miles from Perkasie, PA)
- 25 days ago
- Phoenixville, PA (22 miles from Perkasie, PA)
- 25 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
- Southampton, PA (16 miles from Perkasie, PA)
- 27 days ago
- Southampton, PA (16 miles from Perkasie, PA)
- 27 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...
- Blue Bell, PA (16 miles from Perkasie, PA)
- 30+ days ago
- Blue Bell, PA (16 miles from Perkasie, PA)
- 30+ days ago
We're hiring a Personal Banker to join our Blue Bell Team....
- Conshohocken, PA (22 miles from Perkasie, PA)
- 30+ days ago
- Conshohocken, PA (22 miles from Perkasie, PA)
- 30+ days ago
Salon Magura Private Wealth Group - RBC Wealth Management - Home What will you do? Study for and obtain the Associate Financial Advisor programs required licensing Study and pass series 7 exam....
Demographic Data for Perkasie, PA
Moving to Perkasie, PA? Find some basic demographic data about Perkasie, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Perkasie, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Perkasie, 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
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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