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.
- Riverton, NJ (11 miles from Bala Cynwyd, PA)
- 30+ days ago
- Riverton, NJ (11 miles from Bala Cynwyd, PA)
- 30+ days ago
We offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts....
Financial Advisor - Certification Provided
- Mount Holly, NJ (23 miles from Bala Cynwyd, PA)
- 2 hours ago
- Mount Holly, NJ (23 miles from Bala Cynwyd, PA)
- 2 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Mount Holly, NJ (23 miles from Bala Cynwyd, PA)
- 5 hours ago
- Mount Holly, NJ (23 miles from Bala Cynwyd, PA)
- 5 hours ago
This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Private Client Banker - Northeast PA Market Hire - Spring House, PA
- Spring House, PA (11 miles from Bala Cynwyd, PA)
- 11 hours ago
- Spring House, PA (11 miles from Bala Cynwyd, PA)
- 11 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...
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Roving Personal Banker Bucks East District
- Feasterville Trevose, PA (16 miles from Bala Cynwyd, PA)
- 14 hours ago
- Feasterville Trevose, PA (16 miles from Bala Cynwyd, PA)
- 14 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....
- Malvern, PA (16 miles from Bala Cynwyd, PA)
- 14 hours ago
- Malvern, PA (16 miles from Bala Cynwyd, PA)
- 14 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....
- Exton, PA (21 miles from Bala Cynwyd, PA)
- 1 day ago
- Exton, PA (21 miles from Bala Cynwyd, PA)
- 1 day ago
Financial Advisor, Exton, PAExton, United States of America WHAT YOU WILL BE DOING Achieve and exceed both individual and branch related sales and revenue goals as defined on a quarterly basis...
Financial Advisor, Chester County/Main Line Area
- West Chester, PA (20 miles from Bala Cynwyd, PA)
- 1 day ago
- West Chester, PA (20 miles from Bala Cynwyd, PA)
- 1 day ago
Financial Advisor, Chester County/Main Line AreaWest Chester, United States of America WHAT YOU WILL BE DOING Achieve and exceed both individual and branch related sales and revenue goals as...
Financial Advisor, Bensalem/Feasterville, PA Area
- Bensalem, PA (16 miles from Bala Cynwyd, PA)
- 1 day ago
- Bensalem, PA (16 miles from Bala Cynwyd, PA)
- 1 day ago
Financial Advisor, Bensalem/Feasterville, PA AreaCountry: United States of America WHAT YOU WILL BE DOING Achieve and exceed both individual and branch related sales and revenue goals as defined...
Financial Advisor, Metro Philadelphia Area
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 1 day ago
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 1 day ago
Financial Advisor, Metro Philadelphia AreaCountry: United States of America WHAT YOU WILL BE DOING Achieve and exceed both individual and branch related sales and revenue goals as defined on a...
- Maple Shade, NJ (13 miles from Bala Cynwyd, PA)
- 1 day ago
- Maple Shade, NJ (13 miles from Bala Cynwyd, PA)
- 1 day ago
Prior experience in sales capacity, preferably in a retail banking environment. Valid NMLS Registration required....
Floating Personal Banker - Bucks County, PA
- Jenkintown, PA (8 miles from Bala Cynwyd, PA)
- 1 day ago
- Jenkintown, PA (8 miles from Bala Cynwyd, PA)
- 1 day 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....
Floating Personal Banker - Delaware County, PA
- Broomall, PA (7 miles from Bala Cynwyd, PA)
- 1 day ago
- Broomall, PA (7 miles from Bala Cynwyd, PA)
- 1 day 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....
- Harleysville, PA (19 miles from Bala Cynwyd, PA)
- 3 days ago
- Harleysville, PA (19 miles from Bala Cynwyd, PA)
- 3 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 - Cherry Hill, NJ
- Cherry Hill, NJ (12 miles from Bala Cynwyd, PA)
- 3 days ago
- Cherry Hill, NJ (12 miles from Bala Cynwyd, PA)
- 3 days ago
To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion...
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
- 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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