Personal Banker Jobs in Trevose, 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.
Health Solutions Client Relationship Manager
- Philadelphia, PA (17 miles from Trevose, PA)
- 3 hours ago
- Philadelphia, PA (17 miles from Trevose, PA)
- 3 hours ago
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
Financial Advisor - Syracuse, NY
- Lansdowne, PA (21 miles from Trevose, PA)
- 1 day ago
- Lansdowne, PA (21 miles from Trevose, PA)
- 1 day ago
Description Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate....
- Philadelphia, PA (17 miles from Trevose, PA)
- 1 day ago
- Philadelphia, PA (17 miles from Trevose, PA)
- 1 day 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 (16 miles from Trevose, PA)
- 2 days ago
- Cherry Hill, NJ (16 miles from Trevose, PA)
- 2 days 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
- Havertown, PA (21 miles from Trevose, PA)
- 3 days ago
- Havertown, PA (21 miles from Trevose, PA)
- 3 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....
Associate Personal Banker - Main Banking
- Philadelphia, PA (17 miles from Trevose, PA)
- 4 days ago
- Philadelphia, PA (17 miles from Trevose, 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....
- Plainsboro, NJ (23 miles from Trevose, PA)
- 4 days ago
- Plainsboro, NJ (23 miles from Trevose, PA)
- 4 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
Financial Advisor-Doylestown/Jamison, PA area
- Doylestown, PA (13 miles from Trevose, PA)
- 5 days ago
- Doylestown, PA (13 miles from Trevose, PA)
- 5 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 (17 miles from Trevose, PA)
- 5 days ago
- Lansdale, PA (17 miles from Trevose, PA)
- 5 days ago
We're hiring a Personal Banker to join our Lansdale Team....
Private Client Financial Advisor - Robbinsville, NJ
- Mercerville, NJ (15 miles from Trevose, PA)
- 5 days ago
- Mercerville, NJ (15 miles from Trevose, PA)
- 5 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...
Merrill Experienced Financial Advisor
- Princeton, NJ (22 miles from Trevose, PA)
- 7 days ago
- Princeton, NJ (22 miles from Trevose, PA)
- 7 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...
Position Summary: The Personal Banker will be responsible for assisting customers in a dual role function....
- Philadelphia, PA (17 miles from Trevose, PA)
- 11 days ago
- Philadelphia, PA (17 miles from Trevose, PA)
- 11 days ago
This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors....
Merrill Market Client Relationship Manager
- Princeton, NJ (22 miles from Trevose, PA)
- 12 days ago
- Princeton, NJ (22 miles from Trevose, PA)
- 12 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...
Retail Personal Banker Associate I - Princeton
- Princeton, NJ (22 miles from Trevose, PA)
- 16 days ago
- Princeton, NJ (22 miles from Trevose, PA)
- 16 days ago
Banker job family....
Demographic Data for Trevose, PA
Moving to Trevose, PA? Find some basic demographic data about Trevose, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Trevose, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Trevose, 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
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