Personal Banker Jobs in Atglen, PA
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.
- Lancaster, PA (16 miles from Atglen, PA)
- 14 hours ago
- Lancaster, PA (16 miles from Atglen, PA)
- 14 hours ago
As a Personal Banker within PNC's Retail Branch Banking organization, Lancaster City Branch, you will be based in Lancaster, PA....
- West Chester, PA (18 miles from Atglen, PA)
- 1 day ago
- West Chester, PA (18 miles from Atglen, PA)
- 1 day ago
Banker job family....
Roving Personal Banker Mainline
- Malvern, PA (23 miles from Atglen, PA)
- 2 days ago
- Malvern, PA (23 miles from Atglen, PA)
- 2 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Personal Banker New Garden Town Square
- Kennett Square, PA (13 miles from Atglen, PA)
- 3 days ago
- Kennett Square, PA (13 miles from Atglen, PA)
- 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....
Financial Advisor Financial Advisor
- Oxford, PA (9 miles from Atglen, PA)
- 6 days ago
- Oxford, PA (9 miles from Atglen, PA)
- 6 days ago
Financial Advisor Edward Jones 3.8 ( ) Oxford, PA 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...
Personal Banker Personal Banker
- Lancaster, PA (21 miles from Atglen, PA)
- 6 days ago
- Lancaster, PA (21 miles from Atglen, PA)
- 6 days ago
Personal Banker PNC Financial Services Group 3.6 ( ) Lancaster, PA Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive management 73% say women...
Financial Advisor-Chester County, PA Financial Advisor-Chester County, PA
- Downingtown, PA (14 miles from Atglen, PA)
- 6 days ago
- Downingtown, PA (14 miles from Atglen, PA)
- 6 days ago
Financial Advisor-Chester County, PA TD Bank 4.1 ( ) Downingtown, PA Why you should apply for a job to TD Bank : Ranked as one of the 4.1/5 in overall job satisfaction 4.8/5 in supportive...
- Frazer, PA (23 miles from Atglen, PA)
- 7 days ago
- Frazer, PA (23 miles from Atglen, PA)
- 7 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Head of Learning & Enablement - Financial Advisor Services (FAS)
- Malvern, PA (23 miles from Atglen, PA)
- 9 days ago
- Malvern, PA (23 miles from Atglen, PA)
- 9 days ago
Head of Learning & Enablement - Financial Advisor Services (FAS) At Vanguard, we are investing in the future of our distribution ecosystemand we believe sales enablement is at the center of that...
- Malvern, PA (23 miles from Atglen, PA)
- 13 days ago
- Malvern, PA (23 miles from Atglen, PA)
- 13 days ago
Join Vanguard as a Certified Financial Advisor in Malvern, PA Are you a Certified Financial Planner (CFP) looking for a rewarding career with a leading financial institution? Vanguard is seeking...
- Intercourse, PA (10 miles from Atglen, PA)
- 17 days ago
- Intercourse, PA (10 miles from Atglen, PA)
- 17 days ago
We're hiring a Personal Banker to join our Intercourse Team....
Personal Banker I - Bilingual - Cox Road
- West Chester, PA (18 miles from Atglen, PA)
- 18 days ago
- West Chester, PA (18 miles from Atglen, PA)
- 18 days ago
Banker job family....
- Lancaster, PA (21 miles from Atglen, PA)
- 18 days ago
- Lancaster, PA (21 miles from Atglen, PA)
- 18 days ago
Banker job family....
Senior Personal Banker 07/24/2025
- Lancaster, PA (21 miles from Atglen, PA)
- 18 days ago
- Lancaster, PA (21 miles from Atglen, PA)
- 18 days ago
Senior Personal Banker Senior Personal Banker LANCASTER, PA Description If you are looking for a great place to work, and reach your potential, look to Peoples Security Bank & Trust....
Financial Advisor-Chester County, PA
- Downingtown, PA (14 miles from Atglen, PA)
- 19 days ago
- Downingtown, PA (14 miles from Atglen, PA)
- 19 days ago
Work Location: Downingtown, Pennsylvania, 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...
Demographic Data for Atglen, PA
Moving to Atglen, PA? Find some basic demographic data about Atglen, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Atglen, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Atglen, PA 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
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 »