Personal Banker Jobs in Center Valley, 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.
- Warrington, PA (24 miles from Center Valley, PA)
- 15 hours ago
- Warrington, PA (24 miles from Center Valley, PA)
- 15 hours ago
Financial Advisor - Prudential Advisors Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated...
- Easton, PA (16 miles from Center Valley, PA)
- 10 days ago
- Easton, PA (16 miles from Center Valley, PA)
- 10 days ago
Fidelity Bank is a relationship-driven, community bank seeking Personal Bankers located in the Scranton area and Lackawanna County....
Licensed Private Client Banker
- Pottstown, PA (22 miles from Center Valley, PA)
- 11 days ago
- Pottstown, PA (22 miles from Center Valley, PA)
- 11 days ago
Reference #: R-30499Location:2 Glocker Way - Pottstown, Pennsylvania 19465**Job Summary**Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities....
- Pottstown, PA (22 miles from Center Valley, PA)
- 12 days ago
- Pottstown, PA (22 miles from Center Valley, PA)
- 12 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Bethlehem, PA (3 miles from Center Valley, PA)
- 16 days ago
- Bethlehem, PA (3 miles from Center Valley, PA)
- 16 days ago
We're hiring a Personal Banker to join our Team. This person is responsible for developing and maintaining a personal portfolio of prospects and customers and delivering exceptional service....
- New Hope, PA (24 miles from Center Valley, PA)
- 30+ days ago
- New Hope, PA (24 miles from Center Valley, PA)
- 30+ days ago
As a Personal Banker you will strengthen customer relationships with a defined sales process....
- Bethlehem, PA (3 miles from Center Valley, PA)
- 30+ days ago
- Bethlehem, PA (3 miles from Center Valley, PA)
- 30+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Financial Advisor-Doylestown/Jamison, PA area
- Doylestown, PA (21 miles from Center Valley, PA)
- 45+ days ago
- Doylestown, PA (21 miles from Center Valley, PA)
- 45+ days ago
management business development techniques, products, services and overall industry Proven ability to achieve sales goals Proficient with retail and small business banking Proven ability to establish...
Private Client Banker - Greater Lehigh Valley Market - Easton, PA
- Easton, PA (16 miles from Center Valley, PA)
- 60+ days ago
- Easton, PA (16 miles from Center Valley, PA)
- 60+ days 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...
Licensed Private Client Banker - North Coventry Branch
- Pottstown, PA (22 miles from Center Valley, PA)
- 60+ days ago
- Pottstown, PA (22 miles from Center Valley, PA)
- 60+ days ago
Location: 2 Glocker Way - Pottstown, Pennsylvania 19465 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Personal Banker (Float) - Central Region - Full-time
- Allentown, PA (5 miles from Center Valley, PA)
- 90+ days ago
- Allentown, PA (5 miles from Center Valley, PA)
- 90+ days ago
office conditions in a retail-banking establishment....
- Allentown, PA (5 miles from Center Valley, PA)
- 90+ days ago
- Allentown, PA (5 miles from Center Valley, PA)
- 90+ days ago
Through its relationship with CUSO Financial Services, L. P. (CFS) First Commonwealth Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its...
Financial Advisor - Kutztown, PA
- Kutztown, PA (19 miles from Center Valley, PA)
- 90+ days ago
- Kutztown, PA (19 miles from Center Valley, PA)
- 90+ days ago
Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them...
Demographic Data for Center Valley, PA
Moving to Center Valley, PA? Find some basic demographic data about Center Valley, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Center Valley, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Center Valley, PA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- 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
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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