Personal Banker Jobs in Conshohocken, 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.
- Devon, PA (6 miles from Conshohocken, PA)
- 23 hours ago
- Devon, PA (6 miles from Conshohocken, PA)
- 23 hours ago
Position Summary: The Personal Banker will be responsible for assisting customers in a dual role function....
- Skippack, PA (11 miles from Conshohocken, PA)
- 1 day ago
- Skippack, PA (11 miles from Conshohocken, PA)
- 1 day ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- West Chester, PA (17 miles from Conshohocken, PA)
- 1 day ago
- West Chester, PA (17 miles from Conshohocken, PA)
- 1 day ago
Banker job family....
Roving Personal Banker Mainline
- Bryn Mawr, PA (3 miles from Conshohocken, PA)
- 1 day ago
- Bryn Mawr, PA (3 miles from Conshohocken, PA)
- 1 day 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....
- Royersford, PA (14 miles from Conshohocken, PA)
- 2 days ago
- Royersford, PA (14 miles from Conshohocken, PA)
- 2 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Royersford, PA at the Providence Court branch....
- Devon, PA (6 miles from Conshohocken, PA)
- 2 days ago
- Devon, PA (6 miles from Conshohocken, PA)
- 2 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....
- Warminster, PA (15 miles from Conshohocken, PA)
- 2 days ago
- Warminster, PA (15 miles from Conshohocken, PA)
- 2 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...
Private Client Banker - Harleysville Branch (New Build) - Harleysville, PA
- Harleysville, PA (14 miles from Conshohocken, PA)
- 3 days ago
- Harleysville, PA (14 miles from Conshohocken, PA)
- 3 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Private Client Banker - Northeast PA Market Hire - Springhouse Village, PA
- Spring House, PA (8 miles from Conshohocken, PA)
- 3 days ago
- Spring House, PA (8 miles from Conshohocken, PA)
- 3 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Associate Personal Banker - Delaware County
- Brookhaven, PA (15 miles from Conshohocken, PA)
- 3 days ago
- Brookhaven, PA (15 miles from Conshohocken, 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....
Licensed Private Client Banker
- Plymouth Meeting, PA (3 miles from Conshohocken, PA)
- 6 days ago
- Plymouth Meeting, PA (3 miles from Conshohocken, PA)
- 6 days ago
ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending...
Financial Advisor Financial Advisor
- Mantua, NJ (21 miles from Conshohocken, PA)
- 6 days ago
- Mantua, NJ (21 miles from Conshohocken, PA)
- 6 days ago
Financial Advisor Edward Jones 3.8 ( ) Mantua Township, NJ 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...
Financial Advisor-Philadelphia, PA Financial Advisor-Philadelphia, PA
- Philadelphia, PA (11 miles from Conshohocken, PA)
- 6 days ago
- Philadelphia, PA (11 miles from Conshohocken, PA)
- 6 days ago
Financial Advisor-Philadelphia, PA TD Bank 4.1 ( ) Philadelphia, 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...
Personal Banker Personal Banker
- Malvern, PA (12 miles from Conshohocken, PA)
- 6 days ago
- Malvern, PA (12 miles from Conshohocken, PA)
- 6 days ago
Personal Banker PNC Financial Services Group 3.6 ( ) Malvern, 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 are...
- Philadelphia, PA (11 miles from Conshohocken, PA)
- 6 days ago
- Philadelphia, PA (11 miles from Conshohocken, PA)
- 6 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Demographic Data for Conshohocken, PA
Moving to Conshohocken, PA? Find some basic demographic data about Conshohocken, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Conshohocken, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Conshohocken, 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 »