Personal Banker Jobs in Villanova, 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.
Personal Banker Bilingual Spanish Preferred
- Camden, NJ (13 miles from Villanova, PA)
- 5 hours ago
- Camden, NJ (13 miles from Villanova, PA)
- 5 hours ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Camden, New Jersey. This branch is located at 110 N BROADWAY, CAMDEN, NJ 08102....
Personal Banker Associate I - Union Center
- West Chester, PA (14 miles from Villanova, PA)
- 2 days ago
- West Chester, PA (14 miles from Villanova, PA)
- 2 days ago
Banker job family....
Personal Banker Rover Southwest District
- Stratford, NJ (22 miles from Villanova, PA)
- 2 days ago
- Stratford, NJ (22 miles from Villanova, PA)
- 2 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....
- Deptford, NJ (18 miles from Villanova, PA)
- 2 days ago
- Deptford, NJ (18 miles from Villanova, PA)
- 2 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....
Engagement Financial Advisor Analyst
- Philadelphia, PA (11 miles from Villanova, PA)
- 2 days ago
- Philadelphia, PA (11 miles from Villanova, PA)
- 2 days ago
Position Summary Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk...
- West Deptford, NJ (15 miles from Villanova, PA)
- 4 days ago
- West Deptford, NJ (15 miles from Villanova, 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....
Associate Personal Banker - Commerce Square
- Philadelphia, PA (11 miles from Villanova, PA)
- 4 days ago
- Philadelphia, PA (11 miles from Villanova, 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....
- Harleysville, PA (16 miles from Villanova, PA)
- 4 days ago
- Harleysville, PA (16 miles from Villanova, PA)
- 4 days ago
Location: 278 Main Street - Harleysville, Pennsylvania 19438 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Associate Personal Banker - 15th & Chestnut
- Philadelphia, PA (11 miles from Villanova, PA)
- 5 days ago
- Philadelphia, PA (11 miles from Villanova, PA)
- 5 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....
Experienced Personal Banker- Malvern, Phoenixville, Devon, & Paoli, PA
- Malvern, PA (9 miles from Villanova, PA)
- 5 days ago
- Malvern, PA (9 miles from Villanova, PA)
- 5 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Personal Banker - Valley Forge & Chester County
- Devon, PA (3 miles from Villanova, PA)
- 5 days ago
- Devon, PA (3 miles from Villanova, PA)
- 5 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Floating Personal Banker-New Jersey
- Willingboro, NJ (24 miles from Villanova, PA)
- 5 days ago
- Willingboro, NJ (24 miles from Villanova, PA)
- 5 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....
Licensed Private Client Banker
- Pottstown, PA (20 miles from Villanova, PA)
- 5 days ago
- Pottstown, PA (20 miles from Villanova, PA)
- 5 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....
- Pottstown, PA (20 miles from Villanova, PA)
- 5 days ago
- Pottstown, PA (20 miles from Villanova, PA)
- 5 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Philadelphia, PA (10 miles from Villanova, PA)
- 5 days ago
- Philadelphia, PA (10 miles from Villanova, PA)
- 5 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....
Demographic Data for Villanova, PA
Moving to Villanova, PA? Find some basic demographic data about Villanova, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Villanova, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Villanova, 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
- Mortgage Lending
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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