Personal Banker Jobs in Reading, 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.
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....
Roving Personal Banker - Montco
- Royersford, PA (24 miles from Reading, PA)
- 3 days ago
- Royersford, PA (24 miles from Reading, PA)
- 3 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....
Private Client Banker - Temple 5th Street Highway Branch - (New Build) - Temple, PA
- Temple, PA (4 miles from Reading, PA)
- 12 days ago
- Temple, PA (4 miles from Reading, PA)
- 12 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...
Licensed Private Client Banker
- Pottstown, PA (18 miles from Reading, PA)
- 20 days ago
- Pottstown, PA (18 miles from Reading, PA)
- 20 days ago
Reference #: R-30499Location:2 Glocker Way - Pottstown, Pennsylvania 19465**Job Summary**Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities....
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- Pottstown, PA (18 miles from Reading, PA)
- 20 days ago
- Pottstown, PA (18 miles from Reading, PA)
- 20 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- West Lawn, PA (3 miles from Reading, PA)
- 45+ days ago
- West Lawn, PA (3 miles from Reading, PA)
- 45+ days ago
We're hiring a Personal Banker to join our West Lawn Team....
Licensed Private Client Banker - North Coventry Branch
- Pottstown, PA (18 miles from Reading, PA)
- 60+ days ago
- Pottstown, PA (18 miles from Reading, PA)
- 60+ days ago
Location: 2 Glocker Way - Pottstown, Pennsylvania 19465 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Demographic Data for Reading, PA
Moving to Reading, PA? Find some basic demographic data about Reading, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Reading, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Reading, 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
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- 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
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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