Personal Banker Jobs in Pennsylvania
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.
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across...
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...
As a Floating Personal Banker, you will have the unique opportunity to work across multiple branches, providing you with a broad view of banking operations and customer service....
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....
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Primary Office Location: 711 State Street. Erie, Pennsylvania. 16501. Join our team. Make a difference - for us and for your future. n Position Title: Associate Financial Advisor Business Unit: WM...
UPS Client Relationship Manager in Aston Mills , Pennsylvania Title: Client Relationship Manager Job Purpose: The Client Relationship Manager will provide a consistently high level of service to a...
Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. The Financial Advisor is responsible for providing financial planning, financial advice and...
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....
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
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 Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Were hiring a Personal Banker to join our West Lawn Team....
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Work Location: Downingtown, 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...
Demographic Data for Pennsylvania
Moving to Pennsylvania? Find some basic demographic data about Pennsylvania below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Pennsylvania
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Pennsylvania 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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