Personal Banker Jobs in Douglassville, 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.
Licensed Private Client Banker
- Pottstown, PA (6 miles from Douglassville, PA)
- 1 day ago
- Pottstown, PA (6 miles from Douglassville, PA)
- 1 day 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...
- West Chester, PA (20 miles from Douglassville, PA)
- 9 days ago
- West Chester, PA (20 miles from Douglassville, PA)
- 9 days ago
GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers...
- Chester Springs, PA (13 miles from Douglassville, PA)
- 10 days ago
- Chester Springs, PA (13 miles from Douglassville, PA)
- 10 days ago
Job Overview 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...
- Royersford, PA (12 miles from Douglassville, PA)
- 11 days ago
- Royersford, PA (12 miles from Douglassville, PA)
- 11 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Royersford, PA at the Providence Court branch....
Merrill Experienced Financial Advisor
- Wayne, PA (23 miles from Douglassville, PA)
- 14 days ago
- Wayne, PA (23 miles from Douglassville, PA)
- 14 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Personal Banker- Chester County, PA
- Downingtown, PA (16 miles from Douglassville, PA)
- 17 days ago
- Downingtown, PA (16 miles from Douglassville, PA)
- 17 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
- King of Prussia, PA (22 miles from Douglassville, PA)
- 19 days ago
- King of Prussia, PA (22 miles from Douglassville, PA)
- 19 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Financial Advisor-Chester County, PA
- Downingtown, PA (16 miles from Douglassville, PA)
- 20 days ago
- Downingtown, PA (16 miles from Douglassville, PA)
- 20 days ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
- Fruitville, PA (13 miles from Douglassville, PA)
- 25 days ago
- Fruitville, PA (13 miles from Douglassville, PA)
- 25 days ago
As a Personal Banker within PNC's Retail Branch Banking organization, Fruitville Corner Branch, you will be based in Lancaster, PA....
Personal Banker - Montgomery County, PA
- Wayne, PA (23 miles from Douglassville, PA)
- 26 days ago
- Wayne, PA (23 miles from Douglassville, PA)
- 26 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Private Client Relationship Manager
- Lansdale, PA (23 miles from Douglassville, PA)
- 29 days ago
- Lansdale, PA (23 miles from Douglassville, PA)
- 29 days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Head of Data Science, Financial Advisor Services
- Malvern, PA (19 miles from Douglassville, PA)
- 30+ days ago
- Malvern, PA (19 miles from Douglassville, PA)
- 30+ days ago
Lead with purpose and keep growing. See your future here! Vanguard's Financial Advisor Solutions (FAS) division is actively working on enhancing its ability to effectively serve professional...
Floating Personal Banker Supervisor - West Chester, PA
- West Chester, PA (20 miles from Douglassville, PA)
- 30+ days ago
- West Chester, PA (20 miles from Douglassville, PA)
- 30+ days ago
They will provide leadership, conflict resolution, process improvement and communication to the Personal Bankers....
- Pottstown, PA (6 miles from Douglassville, PA)
- 45+ days ago
- Pottstown, PA (6 miles from Douglassville, PA)
- 45+ days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- East Norriton, PA (23 miles from Douglassville, PA)
- 60+ days ago
- East Norriton, PA (23 miles from Douglassville, PA)
- 60+ days ago
Overview Citadel’s Wealth Management team is expanding. We are looking for Sr....
Demographic Data for Douglassville, PA
Moving to Douglassville, PA? Find some basic demographic data about Douglassville, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Douglassville, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Douglassville, 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
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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