Personal Banker Jobs in Phoenixville, 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 Bustleton Branch
- Philadelphia, PA (21 miles from Phoenixville, PA)
- 21 hours ago
- Philadelphia, PA (21 miles from Phoenixville, PA)
- 21 hours 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....
Private Client Relationship Manager
- Horsham, PA (18 miles from Phoenixville, PA)
- 2 days ago
- Horsham, PA (18 miles from Phoenixville, PA)
- 2 days 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....
Personal Banker- Fox Chase Banking Office
- Philadelphia, PA (21 miles from Phoenixville, PA)
- 3 days ago
- Philadelphia, PA (21 miles from Phoenixville, PA)
- 3 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Associate Personal Banker - Main Banking
- Philadelphia, PA (21 miles from Phoenixville, PA)
- 3 days ago
- Philadelphia, PA (21 miles from Phoenixville, 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....
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Private Client Relationship Manager
- Flourtown, PA (15 miles from Phoenixville, PA)
- 3 days ago
- Flourtown, PA (15 miles from Phoenixville, PA)
- 3 days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
- Downingtown, PA (13 miles from Phoenixville, PA)
- 4 days ago
- Downingtown, PA (13 miles from Phoenixville, PA)
- 4 days ago
Makes referrals to the Mortgage, Wealth Management, Financial Services, Business Banking, Elavon, Elan, Private Banking. Evergreen, Deluxe, etc....
Associate Personal Banker - Philadelphian
- Philadelphia, PA (21 miles from Phoenixville, PA)
- 4 days ago
- Philadelphia, PA (21 miles from Phoenixville, PA)
- 4 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....
Head of Data Science, Financial Advisor Services
- Malvern, PA (6 miles from Phoenixville, PA)
- 5 days ago
- Malvern, PA (6 miles from Phoenixville, PA)
- 5 days ago
Lead with purpose and keep growing. See your future here! Vanguard's Financial Advisor Solutions (FAS) division is actively working on enhancing its ability to effectively serve professional...
Private Client Banker - Plumstead Square (New Build) - Doylestown, PA
- Doylestown, PA (21 miles from Phoenixville, PA)
- 5 days ago
- Doylestown, PA (21 miles from Phoenixville, PA)
- 5 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...
Floating Personal Banker Supervisor - West Chester, PA
- West Chester, PA (11 miles from Phoenixville, PA)
- 5 days ago
- West Chester, PA (11 miles from Phoenixville, PA)
- 5 days ago
They will provide leadership, conflict resolution, process improvement and communication to the Personal Bankers....
Personal Banker- Passyunk Ave Banking Office
- Philadelphia, PA (21 miles from Phoenixville, PA)
- 6 days ago
- Philadelphia, PA (21 miles from Phoenixville, PA)
- 6 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
- Philadelphia, PA (21 miles from Phoenixville, PA)
- 7 days ago
- Philadelphia, PA (21 miles from Phoenixville, PA)
- 7 days ago
We offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts....
- Doylestown, PA (21 miles from Phoenixville, PA)
- 7 days ago
- Doylestown, PA (21 miles from Phoenixville, PA)
- 7 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Associate Private Client Financial Advisor
- Wayne, PA (7 miles from Phoenixville, PA)
- 10 days ago
- Wayne, PA (7 miles from Phoenixville, PA)
- 10 days ago
About this role: Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas...
- Paoli, PA (6 miles from Phoenixville, PA)
- 11 days ago
- Paoli, PA (6 miles from Phoenixville, PA)
- 11 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Paoli, PA at the Paoli branch....
Demographic Data for Phoenixville, PA
Moving to Phoenixville, PA? Find some basic demographic data about Phoenixville, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Phoenixville, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Phoenixville, 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
- Employee Development
- Interpersonal Skills
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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