Personal Banker Jobs in Middletown, 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.
Personal Banker Delaware South Area
- Bear, DE (8 miles from Middletown, DE)
- 6 hours ago
- Bear, DE (8 miles from Middletown, DE)
- 6 hours 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....
- Dover, DE (24 miles from Middletown, DE)
- 1 day ago
- Dover, DE (24 miles from Middletown, DE)
- 1 day ago
Job Summary The Financial Analyst II role exists to oversee the ongoing review of new prices, price adjustment requests, and maintenance of all existing charge-related prices for the System. This...
- Newark, DE (16 miles from Middletown, DE)
- 2 days ago
- Newark, DE (16 miles from Middletown, DE)
- 2 days ago
As a(n) Personal Banker within PNC's retail organization, you will be based in Newark, DE at the Newark Branch....
Floating Personal Banker- Kent County, DE
- Dover, DE (24 miles from Middletown, DE)
- 7 days ago
- Dover, DE (24 miles from Middletown, DE)
- 7 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Financial Advisor Financial Advisor
- Smyrna, DE (16 miles from Middletown, DE)
- 8 days ago
- Smyrna, DE (16 miles from Middletown, DE)
- 8 days ago
Financial Advisor Edward Jones 3.8 ( ) Smyrna, DE Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
Financial Advisor - Wilmington, DE
- Wilmington, DE (18 miles from Middletown, DE)
- 16 days ago
- Wilmington, DE (18 miles from Middletown, DE)
- 16 days ago
Work Location: Wilmington, Delaware, 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...
Personal Financial Representative-DE
- Wilmington, DE (18 miles from Middletown, DE)
- 17 days ago
- Wilmington, DE (18 miles from Middletown, DE)
- 17 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 WorkPersonal Banker - Northern Delaware
- Hockessin, DE (21 miles from Middletown, DE)
- 22 days ago
- Hockessin, DE (21 miles from Middletown, DE)
- 22 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Student Financial Services Advisor
- Newark, DE (9 miles from Middletown, DE)
- 30+ days ago
- Newark, DE (9 miles from Middletown, DE)
- 30+ days ago
PAY GRADE: 28N Newark / Hybrid CONTEXT OF THE JOB: Under the general direction of the Associate Director, the SFS (Student Financial Services) Advisor helps ensure student success by providing...
- Newark, DE (9 miles from Middletown, DE)
- 30+ days ago
- Newark, DE (9 miles from Middletown, DE)
- 30+ days ago
As a(n) Personal Banker within PNC's Retail organization, you will be based in Newark, DE at the University Plaza Branch....
- Wilmington, DE (18 miles from Middletown, DE)
- 30+ days ago
- Wilmington, DE (18 miles from Middletown, DE)
- 30+ days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Personal Banker- Fairfax Banking Office
- Wilmington, DE (18 miles from Middletown, DE)
- 30+ days ago
- Wilmington, DE (18 miles from Middletown, DE)
- 30+ 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....
Financial Advisor - Dover Federal Credit Union
- Dover, DE (24 miles from Middletown, DE)
- 60+ days ago
- Dover, DE (24 miles from Middletown, DE)
- 60+ days ago
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Dover Federal...
- Bear, DE (8 miles from Middletown, DE)
- 90+ days ago
- Bear, DE (8 miles from Middletown, DE)
- 90+ 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...
Financial Advisor - Wilmington, DE and Surrounding
- Wilmington, DE (18 miles from Middletown, DE)
- 90+ days ago
- Wilmington, DE (18 miles from Middletown, DE)
- 90+ 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...
Demographic Data for Middletown, DE
Moving to Middletown, DE? Find some basic demographic data about Middletown, DE below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Middletown, DE
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Middletown, DE offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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