Personal Banker Jobs in Bala Cynwyd, 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.
- Glen Mills, PA (15 miles from Bala Cynwyd, PA)
- 9 hours ago
- Glen Mills, PA (15 miles from Bala Cynwyd, PA)
- 9 hours 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...
Private Client Banker - Mullica Hill Branch (New Build) - Mullica Hill, NJ
- Mullica Hill, NJ (20 miles from Bala Cynwyd, PA)
- 9 hours ago
- Mullica Hill, NJ (20 miles from Bala Cynwyd, PA)
- 9 hours ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Associate Roving Personal Banker - Metro Philadelphia
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 18 hours ago
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 18 hours 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- Havertown, PA
- Havertown, PA (5 miles from Bala Cynwyd, PA)
- 21 hours ago
- Havertown, PA (5 miles from Bala Cynwyd, PA)
- 21 hours ago
Training covers applications used to conduct transaction processing and account opening, referral techniques, customer service, and relationship building....
- Warrington, PA (16 miles from Bala Cynwyd, PA)
- 1 day ago
- Warrington, PA (16 miles from Bala Cynwyd, PA)
- 1 day ago
As a(n) Personal Banker within PNC's retail organization, you will be based in Warrington, PA at the Valley Square Branch....
Personal Banker Blue Bell Branch
- Blue Bell, PA (10 miles from Bala Cynwyd, PA)
- 1 day ago
- Blue Bell, PA (10 miles from Bala Cynwyd, PA)
- 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....
Financial Advisor Development Program
- Newtown Square, PA (11 miles from Bala Cynwyd, PA)
- 1 day ago
- Newtown Square, PA (11 miles from Bala Cynwyd, PA)
- 1 day ago
Rotates through job functions and teams. Develops practical Financial Advisor skills under the direct supervision of a CFP professional. Builds ongoing relationships and provides portfolio...
- Levittown, PA (23 miles from Bala Cynwyd, PA)
- 1 day ago
- Levittown, PA (23 miles from Bala Cynwyd, PA)
- 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....
Financial Advisor (Remote - Philadelphia, PA or New Jersey)
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 2 days ago
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 2 days ago
When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based...
Financial Advisor - PNC Investments
- Mount Royal, NJ (14 miles from Bala Cynwyd, PA)
- 4 days ago
- Mount Royal, NJ (14 miles from Bala Cynwyd, PA)
- 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...
Financial Advisor Representative-Remote(Entry Level)
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 5 days ago
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 5 days ago
Now Recruiting: Financial Advisor Representative (Part-Time) Are you motivated, ambitious, and inspired to help others while building a better future for yourself? We are seeking driven...
Remote WorkFinancial Advisor - PNC Investments
- Cherry Hill, NJ (12 miles from Bala Cynwyd, PA)
- 5 days ago
- Cherry Hill, NJ (12 miles from Bala Cynwyd, PA)
- 5 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...
Personal Banker Philadelphia Countyline District
- Bensalem, PA (16 miles from Bala Cynwyd, PA)
- 6 days ago
- Bensalem, PA (16 miles from Bala Cynwyd, PA)
- 6 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 - PNC Investments
- Cherry Hill, NJ (14 miles from Bala Cynwyd, PA)
- 7 days ago
- Cherry Hill, NJ (14 miles from Bala Cynwyd, PA)
- 7 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 - North Philadelphia District
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 7 days ago
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 7 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....
Demographic Data for Bala Cynwyd, PA
Moving to Bala Cynwyd, PA? Find some basic demographic data about Bala Cynwyd, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Bala Cynwyd, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Bala Cynwyd, 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
- Personal Banker
- Consultative Sales
- Flexibility
- Retail Banking
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Account Opening
- Dodd-Frank
- Consumer Lending
- Lending
- Commercial Banking
- Nationwide Mortgage Licensing System & Registry
- BSA
- Private Banking
- 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
- Business Development
- Retail
- Math
- Customer Relations
- High School Diploma
- 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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