Personal Banker Jobs in Doylestown, 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.
Associate Personal Banker - 15th & Chestnut
- Philadelphia, PA (24 miles from Doylestown, PA)
- 2 days ago
- Philadelphia, PA (24 miles from Doylestown, 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....
Associate Private Client Financial Advisor
- Wayne, PA (21 miles from Doylestown, PA)
- 3 days ago
- Wayne, PA (21 miles from Doylestown, PA)
- 3 days ago
About this role: Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas...
Personal Banker: Bethlehem Branch
- Bethlehem, PA (22 miles from Doylestown, PA)
- 3 days ago
- Bethlehem, PA (22 miles from Doylestown, PA)
- 3 days ago
Job Details Job Location Bethlehem, PA Position Type Full Time Salary Range $16.00 - $18.00 Hourly Description
Roving Personal Banker - Montco
- Lansdale, PA (9 miles from Doylestown, PA)
- 4 days ago
- Lansdale, PA (9 miles from Doylestown, PA)
- 4 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....
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- Lansdale, PA (9 miles from Doylestown, PA)
- 5 days ago
- Lansdale, PA (9 miles from Doylestown, PA)
- 5 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...
- Narberth, PA (20 miles from Doylestown, PA)
- 5 days ago
- Narberth, PA (20 miles from Doylestown, PA)
- 5 days ago
As a(n) Personal Banker within PNC's retail organization, you will be based in Narberth, PA at the Narberth Branch....
- Philadelphia, PA (24 miles from Doylestown, PA)
- 5 days ago
- Philadelphia, PA (24 miles from Doylestown, PA)
- 5 days ago
Deloittes Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. As a...
Personal Banker Newtown Village
- Newtown, PA (10 miles from Doylestown, PA)
- 6 days ago
- Newtown, PA (10 miles from Doylestown, PA)
- 6 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....
Health Solutions Client Relationship Manager
- Trenton, NJ (22 miles from Doylestown, PA)
- 7 days ago
- Trenton, NJ (22 miles from Doylestown, PA)
- 7 days ago
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
Senior Strategic Financial Advisor
- Radnor, PA (21 miles from Doylestown, PA)
- 7 days ago
- Radnor, PA (21 miles from Doylestown, PA)
- 7 days ago
R10067552 Senior Strategic Financial Advisor (Open) Location: Radnor, PA (Airgas HO) - Management How will you CONTRIBUTE and GROW? This appointment establishes a strategic advisory role, tasked...
- Trenton, NJ (22 miles from Doylestown, PA)
- 9 days ago
- Trenton, NJ (22 miles from Doylestown, PA)
- 9 days ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
Floating Personal Banker - Lawrence, NJ
- Lawrence, NJ (22 miles from Doylestown, PA)
- 10 days ago
- Lawrence, NJ (22 miles from Doylestown, PA)
- 10 days ago
The Floating Personal Banker will work with the branch team and partners to attain the branch strategic goals.Duties & Responsibilities:1....
Bilingual Floating Personal Banker - Feasterville and Academy Plaza Banking Office
- Philadelphia, PA (24 miles from Doylestown, PA)
- 12 days ago
- Philadelphia, PA (24 miles from Doylestown, PA)
- 12 days 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- Northern Liberties and Aramingo Banking Office
- Philadelphia, PA (24 miles from Doylestown, PA)
- 12 days ago
- Philadelphia, PA (24 miles from Doylestown, PA)
- 12 days 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....
Financial Advisor-Doylestown/Jamison, PA area
- Warminster, PA (7 miles from Doylestown, PA)
- 14 days ago
- Warminster, PA (7 miles from Doylestown, PA)
- 14 days ago
management business development techniques, products, services and overall industry....
Demographic Data for Doylestown, PA
Moving to Doylestown, PA? Find some basic demographic data about Doylestown, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Doylestown, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Doylestown, 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
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth 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
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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