Personal Banker Jobs in Historic New Castle, 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.
- Newark, DE (6 miles from Historic New Castle, DE)
- 22 hours ago
- Newark, DE (6 miles from Historic New Castle, DE)
- 22 hours ago
As a(n) Personal Banker within PNC's Retail organization, you will be based in Newark, DE at the University Plaza Branch....
- Newark, DE (9 miles from Historic New Castle, DE)
- 1 day ago
- Newark, DE (9 miles from Historic New Castle, DE)
- 1 day ago
As a(n) Personal Banker within PNC's Retail organization, you will be based in Newark, DE at the University Plaza Branch....
Private Client Relationship Manager
- West Chester, PA (24 miles from Historic New Castle, DE)
- 4 days ago
- West Chester, PA (24 miles from Historic New Castle, DE)
- 4 days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
- Mount Royal, NJ (23 miles from Historic New Castle, DE)
- 6 days ago
- Mount Royal, NJ (23 miles from Historic New Castle, DE)
- 6 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Cherry Hill, New Jersey at Kings Highway Branch....
Floating Personal Banker Supervisor - West Chester, PA
- West Chester, PA (24 miles from Historic New Castle, DE)
- 6 days ago
- West Chester, PA (24 miles from Historic New Castle, DE)
- 6 days ago
They will provide leadership, conflict resolution, process improvement and communication to the Personal Bankers....
- Bear, DE (6 miles from Historic New Castle, DE)
- 9 days ago
- Bear, DE (6 miles from Historic New Castle, DE)
- 9 days ago
Provides advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance from high net worth customer segment, primarily...
- Media, PA (21 miles from Historic New Castle, DE)
- 13 days ago
- Media, PA (21 miles from Historic New Castle, DE)
- 13 days ago
Position Summary: The Personal Banker will be responsible for assisting customers in a dual role function....
- West Chester, PA (24 miles from Historic New Castle, DE)
- 14 days ago
- West Chester, PA (24 miles from Historic New Castle, DE)
- 14 days 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...
Financial Advisor - Wilmington, DE and Surrounding
- Wilmington, DE (6 miles from Historic New Castle, DE)
- 45+ days ago
- Wilmington, DE (6 miles from Historic New Castle, DE)
- 45+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Financial Advisor-Chester County, PA
- Chester, PA (17 miles from Historic New Castle, DE)
- 60+ days ago
- Chester, PA (17 miles from Historic New Castle, DE)
- 60+ days ago
management business development techniques, products, services and overall industry Proven ability to achieve sales goals Proficient with retail and small business banking Proven ability to establish...
Financial Advisor First Citizens Community Bank
- Wilmington, DE (6 miles from Historic New Castle, DE)
- 60+ days ago
- Wilmington, DE (6 miles from Historic New Castle, DE)
- 60+ days ago
Bank Financial Advisor First Citizens Community Bank Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank...
Demographic Data for Historic New Castle, DE
Moving to Historic New Castle, DE? Find some basic demographic data about Historic New Castle, DE below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Historic New Castle, DE
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Historic New Castle, DE 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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