Personal Banker Jobs in Souderton, 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
- Flourtown, PA (14 miles from Souderton, PA)
- 8 hours ago
- Flourtown, PA (14 miles from Souderton, PA)
- 8 hours 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 Relationship Manager
- Newtown Square, PA (22 miles from Souderton, PA)
- 10 hours ago
- Newtown Square, PA (22 miles from Souderton, PA)
- 10 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....
Head of Data Science, Financial Advisor Services
- Malvern, PA (20 miles from Souderton, PA)
- 1 day ago
- Malvern, PA (20 miles from Souderton, PA)
- 1 day 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 (9 miles from Souderton, PA)
- 2 days ago
- Doylestown, PA (9 miles from Souderton, PA)
- 2 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...
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- Doylestown, PA (9 miles from Souderton, PA)
- 3 days ago
- Doylestown, PA (9 miles from Souderton, PA)
- 3 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Allentown, PA (22 miles from Souderton, PA)
- 6 days ago
- Allentown, PA (22 miles from Souderton, PA)
- 6 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 (20 miles from Souderton, PA)
- 7 days ago
- Bethlehem, PA (20 miles from Souderton, PA)
- 7 days ago
Job Details Job Location Bethlehem, PA Position Type Full Time Salary Range $16.00 - $18.00 Hourly Description
- Paoli, PA (19 miles from Souderton, PA)
- 7 days ago
- Paoli, PA (19 miles from Souderton, PA)
- 7 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Paoli, PA at the Paoli branch....
Roving Personal Banker - Montco
- Lansdale, PA (5 miles from Souderton, PA)
- 8 days ago
- Lansdale, PA (5 miles from Souderton, PA)
- 8 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 (5 miles from Souderton, PA)
- 9 days ago
- Lansdale, PA (5 miles from Souderton, PA)
- 9 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 (20 miles from Souderton, PA)
- 16 days ago
- Feasterville Trevose, PA (20 miles from Souderton, PA)
- 16 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....
Experienced Personal Banker- Malvern, Phoenixville, Devon, & Paoli, PA
- Malvern, PA (20 miles from Souderton, PA)
- 24 days ago
- Malvern, PA (20 miles from Souderton, PA)
- 24 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Experienced Personal Banker - Narberth, Ardmore, Bryn Mawr
- Devon, PA (18 miles from Souderton, PA)
- 24 days ago
- Devon, PA (18 miles from Souderton, PA)
- 24 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
- Southampton, PA (17 miles from Souderton, PA)
- 26 days ago
- Southampton, PA (17 miles from Souderton, PA)
- 26 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 (9 miles from Souderton, PA)
- 28 days ago
- Blue Bell, PA (9 miles from Souderton, PA)
- 28 days ago
We're hiring a Personal Banker to join our Blue Bell Team....
Demographic Data for Souderton, PA
Moving to Souderton, PA? Find some basic demographic data about Souderton, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Souderton, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Souderton, 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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