Personal Banker Jobs in Greenville, 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.
- Brookhaven, PA (12 miles from Greenville, DE)
- 17 hours ago
- Brookhaven, PA (12 miles from Greenville, DE)
- 17 hours 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 (12 miles from Greenville, DE)
- 1 day ago
- West Grove, PA (12 miles from Greenville, DE)
- 1 day ago
Primary responsibilities include + Develop a high-quality wealth management practice that provides a personalized wealth management strategy. + Enhance and preserve relationships with key partners to...
- Glen Mills, PA (10 miles from Greenville, DE)
- 2 days ago
- Glen Mills, PA (10 miles from Greenville, DE)
- 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....
Associate Personal Banker Pike Creek
- Hockessin, DE (3 miles from Greenville, DE)
- 2 days ago
- Hockessin, DE (3 miles from Greenville, DE)
- 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....
- Deptford, NJ (24 miles from Greenville, DE)
- 4 days ago
- Deptford, NJ (24 miles from Greenville, DE)
- 4 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...
Associate Personal Banker Media
- Media, PA (13 miles from Greenville, DE)
- 4 days ago
- Media, PA (13 miles from Greenville, 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....
- Aston, PA (10 miles from Greenville, DE)
- 5 days ago
- Aston, PA (10 miles from Greenville, DE)
- 5 days ago
Before you apply to a job, select your language preference from the options available at the top right of this page. Explore your next opportunity at a Fortune Global 500 organization. Envision...
Personal Financial Representative-DE
- Wilmington, DE (7 miles from Greenville, DE)
- 5 days ago
- Wilmington, DE (7 miles from Greenville, DE)
- 5 days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote WorkPrivate Client Financial Advisor - Kennett Sq. - PA
- Kennett Square, PA (7 miles from Greenville, DE)
- 6 days ago
- Kennett Square, PA (7 miles from Greenville, DE)
- 6 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- West Chester, PA (13 miles from Greenville, DE)
- 10 days ago
- West Chester, PA (13 miles from Greenville, DE)
- 10 days ago
GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers...
Private Client Relationship Manager
- Newtown Square, PA (16 miles from Greenville, DE)
- 11 days ago
- Newtown Square, PA (16 miles from Greenville, DE)
- 11 days ago
Description JOB DESCRIPTION: About Us: This exciting opportunity is for the Citizens Bank Flight Department which provides corporate aviation services for the bank, ensuring our executives travel...
Merrill Experienced Financial Advisor
- Wayne, PA (21 miles from Greenville, DE)
- 15 days ago
- Wayne, PA (21 miles from Greenville, DE)
- 15 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....
Floating Personal Banker - Delaware County, PA
- Penn Wynne, PA (22 miles from Greenville, DE)
- 16 days ago
- Penn Wynne, PA (22 miles from Greenville, DE)
- 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....
- Wilmington, DE (7 miles from Greenville, DE)
- 16 days ago
- Wilmington, DE (7 miles from Greenville, DE)
- 16 days ago
Change your career while making an impact. Full training and mentorship program in sales, finance, leadership, and entrepreneurship. Are you ready to take the reins and lead your own path to...
Personal Banker - Northern Delaware
- Bear, DE (14 miles from Greenville, DE)
- 18 days ago
- Bear, DE (14 miles from Greenville, DE)
- 18 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Demographic Data for Greenville, DE
Moving to Greenville, DE? Find some basic demographic data about Greenville, DE below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Greenville, DE
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Greenville, 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
- 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
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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