Personal Banker Jobs in Edgemoor, DE
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.
- Mantua, NJ (16 miles from Edgemoor, DE)
- 2 days ago
- Mantua, NJ (16 miles from Edgemoor, DE)
- 2 days ago
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients -...
- Camden, NJ (22 miles from Edgemoor, DE)
- 4 hours ago
- Camden, NJ (22 miles from Edgemoor, DE)
- 4 hours ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Financial Advisor Training Included West Chester
- West Chester, PA (16 miles from Edgemoor, DE)
- 5 hours ago
- West Chester, PA (16 miles from Edgemoor, DE)
- 5 hours ago
As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and...
Health Solutions Client Relationship Manager
- Philadelphia, PA (21 miles from Edgemoor, DE)
- 10 hours ago
- Philadelphia, PA (21 miles from Edgemoor, DE)
- 10 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...
Personal Banker - Southern Division
- Springfield, PA (13 miles from Edgemoor, DE)
- 10 hours ago
- Springfield, PA (13 miles from Edgemoor, DE)
- 10 hours ago
Function This position can be based out of any of our branches in the Eastern Region. The branches include, Brookhaven, Glen Mills, Springfield, West Chester, Kennett Square, Paoli, Oxford, and...
Personal Banker II - Western Division
- Downingtown, PA (22 miles from Edgemoor, DE)
- 10 hours ago
- Downingtown, PA (22 miles from Edgemoor, DE)
- 10 hours 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...
- Newtown Square, PA (15 miles from Edgemoor, DE)
- 10 hours ago
- Newtown Square, PA (15 miles from Edgemoor, DE)
- 10 hours ago
Join Vanguard as a Certified Financial Advisor in Newtown Square, PA Are you a Certified Financial Planner (CFP) looking for a rewarding career with a leading financial institution? Vanguard is...
- Brookhaven, PA (8 miles from Edgemoor, DE)
- 2 days ago
- Brookhaven, PA (8 miles from Edgemoor, DE)
- 2 days ago
Job Overview 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...
Private Client Financial Advisor - Kennett Sq. - PA
- West Grove, PA (19 miles from Edgemoor, DE)
- 4 days ago
- West Grove, PA (19 miles from Edgemoor, DE)
- 4 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Glen Mills, PA (9 miles from Edgemoor, DE)
- 4 days ago
- Glen Mills, PA (9 miles from Edgemoor, DE)
- 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 Pike Creek
- Hockessin, DE (10 miles from Edgemoor, DE)
- 4 days ago
- Hockessin, DE (10 miles from Edgemoor, DE)
- 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....
Personal Banker Adams and Tabor Road
- Philadelphia, PA (21 miles from Edgemoor, DE)
- 5 days ago
- Philadelphia, PA (21 miles from Edgemoor, DE)
- 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....
Virtual Financial Advisor - Greater Philadelphia
- Conshohocken, PA (23 miles from Edgemoor, DE)
- 5 days ago
- Conshohocken, PA (23 miles from Edgemoor, DE)
- 5 days ago
The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele....
- Deptford, NJ (18 miles from Edgemoor, DE)
- 6 days ago
- Deptford, NJ (18 miles from Edgemoor, DE)
- 6 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Client Relationship Manager - Wayne, PA
- Wayne, PA (20 miles from Edgemoor, DE)
- 6 days ago
- Wayne, PA (20 miles from Edgemoor, DE)
- 6 days ago
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
Demographic Data for Edgemoor, DE
Moving to Edgemoor, DE? Find some basic demographic data about Edgemoor, DE below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Edgemoor, DE
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Edgemoor, DE offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Check Cashing
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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