Personal Banker Jobs in Chalfont, 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.
- Newtown, PA (13 miles from Chalfont, PA)
- 2 hours ago
- Newtown, PA (13 miles from Chalfont, PA)
- 2 hours ago
PWA Financial, a growing Registered Investment Advisory (RIA) firm, is seeking a Certified Financial Planner (CFP) to join our team. This role involves working directly with existing clients as...
- Newtown, PA (13 miles from Chalfont, PA)
- 12 hours ago
- Newtown, PA (13 miles from Chalfont, PA)
- 12 hours ago
Join our team as a Personal Banker and help create moments that matter....
- Red Hill, PA (16 miles from Chalfont, PA)
- 23 hours ago
- Red Hill, PA (16 miles from Chalfont, PA)
- 23 hours ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Conshohocken, PA (15 miles from Chalfont, PA)
- 4 days ago
- Conshohocken, PA (15 miles from Chalfont, PA)
- 4 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....
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- Bristol, PA (22 miles from Chalfont, PA)
- 5 days ago
- Bristol, PA (22 miles from Chalfont, PA)
- 5 days ago
In addition, the Financial Advisor is an active member of the trust and wealth management team, responsible for achieving customer service and sales goals through the sales of non-deposit investment...
Personal Banker- Passyunk Ave Banking Office
- Philadelphia, PA (23 miles from Chalfont, PA)
- 6 days ago
- Philadelphia, PA (23 miles from Chalfont, PA)
- 6 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
- Philadelphia, PA (23 miles from Chalfont, PA)
- 7 days ago
- Philadelphia, PA (23 miles from Chalfont, PA)
- 7 days ago
About Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family...
- Valley Forge, PA (18 miles from Chalfont, PA)
- 7 days ago
- Valley Forge, PA (18 miles from Chalfont, PA)
- 7 days ago
As a Personal Banker within PNC's Retail organization, you will be based in King of Prussia, PA at the Valley Forge branch....
Private Client Banker - Langhorne, PA (New Build)
- Langhorne, PA (18 miles from Chalfont, PA)
- 7 days ago
- Langhorne, PA (18 miles from Chalfont, PA)
- 7 days ago
banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering...
Private Client Financial Advisor - East Norriton, PA
- East Norriton, PA (12 miles from Chalfont, PA)
- 8 days ago
- East Norriton, PA (12 miles from Chalfont, PA)
- 8 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Private Client Banker - South Jersey Market Hire - Cinnaminson, NJ
- Cinnaminson, NJ (22 miles from Chalfont, PA)
- 8 days ago
- Cinnaminson, NJ (22 miles from Chalfont, PA)
- 8 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...
Private Client Relationship Manager
- Bryn Athyn, PA (12 miles from Chalfont, PA)
- 9 days ago
- Bryn Athyn, PA (12 miles from Chalfont, PA)
- 9 days ago
. + 3 - 5 years of banking, wealth management or other relevant equivalent experience. + Experience working with affluent and high net worth clients. + A minimum of two licenses required: SIE, Series...
- King of Prussia, PA (16 miles from Chalfont, PA)
- 9 days ago
- King of Prussia, PA (16 miles from Chalfont, PA)
- 9 days ago
As a Personal Banker within PNC's Retail organization, you will be based in King of Prussia, PA at the Valley Forge branch....
- Cinnaminson, NJ (22 miles from Chalfont, PA)
- 10 days ago
- Cinnaminson, NJ (22 miles from Chalfont, PA)
- 10 days ago
As a(n) Personal Banker within PNC's Retail Branch organization, you will be based in Cinnaminson, NJ. This branch is located at 1620 RIVERTON RD, CINNAMINSON, NJ 08077....
Personal Banker Roving West New Jersey Market
- Delran, NJ (22 miles from Chalfont, PA)
- 11 days ago
- Delran, NJ (22 miles from Chalfont, PA)
- 11 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....
Demographic Data for Chalfont, PA
Moving to Chalfont, PA? Find some basic demographic data about Chalfont, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Chalfont, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Chalfont, 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
- Customer Satisfaction
- Referrals
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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