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.
Personal Banker Philadelphia Countyline District
- Bensalem, PA (17 miles from Doylestown, PA)
- 1 day ago
- Bensalem, PA (17 miles from Doylestown, PA)
- 1 day 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....
Roving Personal Banker North Philadelphia District
- Elkins Park, PA (16 miles from Doylestown, PA)
- 1 day ago
- Elkins Park, PA (16 miles from Doylestown, 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....
Financial Advisor - PNC Investments
- Philadelphia, PA (24 miles from Doylestown, PA)
- 2 days ago
- Philadelphia, PA (24 miles from Doylestown, PA)
- 2 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Associate Personal Banker - North Philadelphia District
- 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....
Personal Banker Ridge & Paoli Branch
- 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....
Personal Banker - Hopewell (Full-time), S/G 240
- Hopewell, NJ (20 miles from Doylestown, PA)
- 3 days ago
- Hopewell, NJ (20 miles from Doylestown, PA)
- 3 days ago
office conditions in a retail-banking establishment....
Floating Personal Banker-New Jersey
- Delran, NJ (21 miles from Doylestown, PA)
- 3 days ago
- Delran, NJ (21 miles from Doylestown, PA)
- 3 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....
Private Client Banker - Northeast PA Market Hire - Horsham, PA
- Horsham, PA (8 miles from Doylestown, PA)
- 4 days ago
- Horsham, PA (8 miles from Doylestown, PA)
- 4 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker - Philadelphia (Returning Intern)
- Ambler, PA (9 miles from Doylestown, PA)
- 4 days ago
- Ambler, PA (9 miles from Doylestown, PA)
- 4 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Associate Personal Banker - 15th & Chestnut
- Philadelphia, PA (24 miles from Doylestown, PA)
- 4 days ago
- Philadelphia, PA (24 miles from Doylestown, 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....
Assoicate Personal Banker - Metro Philadelphila District
- Philadelphia, PA (24 miles from Doylestown, PA)
- 4 days ago
- Philadelphia, PA (24 miles from Doylestown, 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....
Private Client Banker - New Britain, PA (New Build)
- New Britain, PA
- 7 days ago
- New Britain, PA
- 7 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Hopewell, NJ (20 miles from Doylestown, PA)
- 8 days ago
- Hopewell, NJ (20 miles from Doylestown, PA)
- 8 days ago
As a(n) Branch Banker within PNC's Retail Banking organization, you will be based in Hopewell, NJ Job Description Acquires and deepens the branch customer base through a variety of proactive sales and...
- Fruitville, PA (17 miles from Doylestown, PA)
- 8 days ago
- Fruitville, PA (17 miles from Doylestown, PA)
- 8 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 Bilingual Spanish Hartford Corners Branch
- Delran, NJ (21 miles from Doylestown, PA)
- 8 days ago
- Delran, NJ (21 miles from Doylestown, PA)
- 8 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....
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
- Outside Sales
- Business Planning
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Account Opening
- Lending
- 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
- Business Development
- Retail
- 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 »