Personal Banker Jobs in Radnor, 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.
- Oaklyn, NJ (19 miles from Radnor, PA)
- 1 hour ago
- Oaklyn, NJ (19 miles from Radnor, PA)
- 1 hour ago
We offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts....
- Mount Royal, NJ (20 miles from Radnor, PA)
- 19 hours ago
- Mount Royal, NJ (20 miles from Radnor, PA)
- 19 hours ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Cherry Hill, New Jersey at Kings Highway Branch....
Private Client Banker - Plumstead Square (New Build) - Doylestown, PA
- Doylestown, PA (21 miles from Radnor, PA)
- 21 hours ago
- Doylestown, PA (21 miles from Radnor, PA)
- 21 hours 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 Radnor, PA)
- 23 hours ago
- West Chester, PA (11 miles from Radnor, PA)
- 23 hours ago
They will provide leadership, conflict resolution, process improvement and communication to the Personal Bankers....
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Personal Banker- Passyunk Ave Banking Office
- Philadelphia, PA (14 miles from Radnor, PA)
- 23 hours ago
- Philadelphia, PA (14 miles from Radnor, PA)
- 23 hours ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
- Cherry Hill, NJ (21 miles from Radnor, PA)
- 1 day ago
- Cherry Hill, NJ (21 miles from Radnor, PA)
- 1 day ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Cherry Hill, New Jersey at Kings Highway Branch....
- Cherry Hill, NJ (23 miles from Radnor, PA)
- 2 days ago
- Cherry Hill, NJ (23 miles from Radnor, PA)
- 2 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Cherry Hill, New Jersey at Kings Highway Branch....
- Doylestown, PA (21 miles from Radnor, PA)
- 2 days ago
- Doylestown, PA (21 miles from Radnor, PA)
- 2 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Associate Personal Banker - 15th & Chestnut
- Philadelphia, PA (14 miles from Radnor, PA)
- 4 days ago
- Philadelphia, PA (14 miles from Radnor, 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....
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...
Roving Personal Banker - Montco
- Lansdale, PA (13 miles from Radnor, PA)
- 6 days ago
- Lansdale, PA (13 miles from Radnor, PA)
- 6 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....
Financial Advisor Development Program (MAY 2025 GRADS)
- West Chester, PA (11 miles from Radnor, PA)
- 6 days ago
- West Chester, PA (11 miles from Radnor, PA)
- 6 days ago
Actively interviewing upcoming May grads for the West Chester, PA office! FINANCIAL ADVISOR DEVELOPMENT PROGRAM (for those graduating this May) You will gain hands on and real-world experience as...
- Media, PA (9 miles from Radnor, PA)
- 7 days ago
- Media, PA (9 miles from Radnor, PA)
- 7 days ago
Position Summary: The Personal Banker will be responsible for assisting customers in a dual role function....
- Lansdale, PA (13 miles from Radnor, PA)
- 8 days ago
- Lansdale, PA (13 miles from Radnor, PA)
- 8 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...
- Philadelphia, PA (14 miles from Radnor, PA)
- 8 days ago
- Philadelphia, PA (14 miles from Radnor, PA)
- 8 days ago
Deloittes Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. As a...
Demographic Data for Radnor, PA
Moving to Radnor, PA? Find some basic demographic data about Radnor, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Radnor, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Radnor, 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- 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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