Personal Banker Jobs in Newport, 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.
Private Client Financial Advisor - Kennett Sq. - PA
- West Grove, PA (14 miles from Newport, DE)
- 1 day ago
- West Grove, PA (14 miles from Newport, 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 (14 miles from Newport, DE)
- 1 day ago
- Glen Mills, PA (14 miles from Newport, DE)
- 1 day 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 (5 miles from Newport, DE)
- 1 day ago
- Hockessin, DE (5 miles from Newport, DE)
- 1 day 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 Media
- Media, PA (17 miles from Newport, DE)
- 3 days ago
- Media, PA (17 miles from Newport, DE)
- 3 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 (14 miles from Newport, DE)
- 4 days ago
- Aston, PA (14 miles from Newport, DE)
- 4 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...
Financial Advisor - Certification Provided
- Wilmington, DE (5 miles from Newport, DE)
- 4 days ago
- Wilmington, DE (5 miles from Newport, DE)
- 4 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 19-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Financial Representative-DE
- Wilmington, DE (5 miles from Newport, DE)
- 4 days ago
- Wilmington, DE (5 miles from Newport, DE)
- 4 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 (11 miles from Newport, DE)
- 5 days ago
- Kennett Square, PA (11 miles from Newport, DE)
- 5 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- West Chester, PA (18 miles from Newport, DE)
- 9 days ago
- West Chester, PA (18 miles from Newport, DE)
- 9 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 (20 miles from Newport, DE)
- 10 days ago
- Newtown Square, PA (20 miles from Newport, DE)
- 10 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...
- West Chester, PA (18 miles from Newport, DE)
- 11 days ago
- West Chester, PA (18 miles from Newport, DE)
- 11 days ago
As a(n) Personal Banker within PNC's Retail organization, you will be based in West Chester, PA at the East Bradford Branch....
- Wilmington, DE (5 miles from Newport, DE)
- 15 days ago
- Wilmington, DE (5 miles from Newport, DE)
- 15 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 (9 miles from Newport, DE)
- 17 days ago
- Bear, DE (9 miles from Newport, DE)
- 17 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Personal Banker- Chester County, PA
- Downingtown, PA (22 miles from Newport, DE)
- 17 days ago
- Downingtown, PA (22 miles from Newport, DE)
- 17 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Floating Personal Banker - Delaware County, PA
- Aston, PA (14 miles from Newport, DE)
- 17 days ago
- Aston, PA (14 miles from Newport, DE)
- 17 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....
Demographic Data for Newport, DE
Moving to Newport, DE? Find some basic demographic data about Newport, DE below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Newport, DE
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Newport, 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
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »