Personal Banker Jobs in Plymouth Meeting, 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.
- Philadelphia, PA (12 miles from Plymouth Meeting, PA)
- 16 hours ago
- Philadelphia, PA (12 miles from Plymouth Meeting, PA)
- 16 hours ago
Salary Grade: Service Representative I or II Duties : Represents the bank in a courteous and professional manner. Provides prompt, efficient, and accurate services to customers. Expands customer...
- Cherry Hill, NJ (18 miles from Plymouth Meeting, PA)
- 1 day ago
- Cherry Hill, NJ (18 miles from Plymouth Meeting, PA)
- 1 day ago
Who We Are BCG Securities is an independent broker-dealer and Registered Investment Advisor (RIA) with over 50 years of dedication to our clients. With a nationwide network of financial advisors,...
Floating Personal Banker - Delaware County, PA
- Media, PA (15 miles from Plymouth Meeting, PA)
- 1 day ago
- Media, PA (15 miles from Plymouth Meeting, PA)
- 1 day 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....
- Aston, PA (19 miles from Plymouth Meeting, PA)
- 2 days ago
- Aston, PA (19 miles from Plymouth Meeting, PA)
- 2 days ago
Title: Client Relationship Manager Job Purpose: The Client Relationship Manager will provide a consistently high level of service to a customer through the provision of a dedicated central point...
Associate Personal Banker - Main Banking
- Philadelphia, PA (12 miles from Plymouth Meeting, PA)
- 3 days ago
- Philadelphia, PA (12 miles from Plymouth Meeting, 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....
Financial Advisor-Chester County, PA
- Chester, PA (19 miles from Plymouth Meeting, PA)
- 4 days ago
- Chester, PA (19 miles from Plymouth Meeting, PA)
- 4 days ago
Work Location: Downingtown, Pennsylvania, United States of America Hours: 40 Pay Details: $90,000 - $90,000 USD TD is committed to providing fair and equitable compensation opportunities to all...
Financial Advisor-Doylestown/Jamison, PA area
- Doylestown, PA (14 miles from Plymouth Meeting, PA)
- 4 days ago
- Doylestown, PA (14 miles from Plymouth Meeting, PA)
- 4 days ago
Work Location: Jamison, Pennsylvania, United States of America Hours: 40 Pay Details: $90,000 - $90,000 USD TD is committed to providing fair and equitable compensation opportunities to all...
- Lansdale, PA (7 miles from Plymouth Meeting, PA)
- 4 days ago
- Lansdale, PA (7 miles from Plymouth Meeting, PA)
- 4 days ago
We're hiring a Personal Banker to join our Lansdale Team....
Merrill Experienced Financial Advisor
- Mount Laurel, NJ (21 miles from Plymouth Meeting, PA)
- 5 days ago
- Mount Laurel, NJ (21 miles from Plymouth Meeting, PA)
- 5 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
- Aston, PA (19 miles from Plymouth Meeting, PA)
- 6 days ago
- Aston, PA (19 miles from Plymouth Meeting, PA)
- 6 days ago
Main Purpose: The Client Relationship Manager will provide a consistently high level of service to a customer through the provision of a dedicated central point of contact for Service Management...
Personal Banker - Trevose/Feasterville, PA
- Trevose, PA (16 miles from Plymouth Meeting, PA)
- 6 days ago
- Trevose, PA (16 miles from Plymouth Meeting, PA)
- 6 days ago
Position Summary: The Personal Banker will be responsible for assisting customers in a dual role function....
Personal Banker Supervisor - Coventry
- Pottstown, PA (20 miles from Plymouth Meeting, PA)
- 6 days ago
- Pottstown, PA (20 miles from Plymouth Meeting, PA)
- 6 days ago
They will provide leadership, conflict resolution, process improvement and communication to the Personal Bankers....
- Philadelphia, PA (4 miles from Plymouth Meeting, PA)
- 7 days ago
- Philadelphia, PA (4 miles from Plymouth Meeting, PA)
- 7 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Private Client Financial Advisor
- Media, PA (15 miles from Plymouth Meeting, PA)
- 7 days ago
- Media, PA (15 miles from Plymouth Meeting, PA)
- 7 days ago
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough...
- Glen Mills, PA (18 miles from Plymouth Meeting, PA)
- 8 days ago
- Glen Mills, PA (18 miles from Plymouth Meeting, PA)
- 8 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....
Demographic Data for Plymouth Meeting, PA
Moving to Plymouth Meeting, PA? Find some basic demographic data about Plymouth Meeting, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Plymouth Meeting, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Plymouth Meeting, 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
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »