Personal Banker Jobs in Dresher, 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.
- Brookhaven, PA (22 miles from Dresher, PA)
- 19 hours ago
- Brookhaven, PA (22 miles from Dresher, PA)
- 19 hours 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...
- Glen Mills, PA (23 miles from Dresher, PA)
- 2 days ago
- Glen Mills, PA (23 miles from Dresher, 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 Adams and Tabor Road
- Philadelphia, PA (13 miles from Dresher, PA)
- 3 days ago
- Philadelphia, PA (13 miles from Dresher, 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....
Virtual Financial Advisor - Greater Philadelphia
- Conshohocken, PA (8 miles from Dresher, PA)
- 3 days ago
- Conshohocken, PA (8 miles from Dresher, PA)
- 3 days ago
The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele....
Private Client Relationship Manager
- Flourtown, PA (3 miles from Dresher, PA)
- 4 days ago
- Flourtown, PA (3 miles from Dresher, PA)
- 4 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...
- Deptford, NJ (22 miles from Dresher, PA)
- 4 days ago
- Deptford, NJ (22 miles from Dresher, PA)
- 4 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 Bank Financial Advisor
- Hainesport, NJ (20 miles from Dresher, PA)
- 4 days ago
- Hainesport, NJ (20 miles from Dresher, PA)
- 4 days ago
About this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of...
Associate Personal Banker Media
- Media, PA (20 miles from Dresher, PA)
- 4 days ago
- Media, PA (20 miles from Dresher, 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....
Financial Advisor - Signal Financial Federal Credit Union
- Philadelphia, PA (13 miles from Dresher, PA)
- 5 days ago
- Philadelphia, PA (13 miles from Dresher, PA)
- 5 days ago
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Signal Financial...
- Aston, PA (23 miles from Dresher, PA)
- 5 days ago
- Aston, PA (23 miles from Dresher, PA)
- 5 days ago
Before you apply to a job, select your language preference from the options available at the top right of this page. Explore your next opportunity at a Fortune Global 500 organization. Envision...
Personal Financial Representative-PA
- Philadelphia, PA (13 miles from Dresher, PA)
- 5 days ago
- Philadelphia, PA (13 miles from Dresher, PA)
- 5 days ago
Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility, and access to new customers....
Remote WorkHomefront Heroes Hiring - Associate Personal Banker - Metro Philadelphia, PA
- Philadelphia, PA (13 miles from Dresher, PA)
- 6 days ago
- Philadelphia, PA (13 miles from Dresher, PA)
- 6 days ago
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Boots to Banking Personal Banker Metro Philadelphia, PA
- Philadelphia, PA (13 miles from Dresher, PA)
- 7 days ago
- Philadelphia, PA (13 miles from Dresher, PA)
- 7 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 - Doylestown Pointe Plaza (New Build) - Warrington, PA
- Warrington, PA (7 miles from Dresher, PA)
- 7 days ago
- Warrington, PA (7 miles from Dresher, PA)
- 7 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...
Personal Banker - Doylestown, PA
- Doylestown, PA (11 miles from Dresher, PA)
- 9 days ago
- Doylestown, PA (11 miles from Dresher, PA)
- 9 days ago
Position Summary: The Personal Banker will be responsible for assisting customers in a dual role function....
Demographic Data for Dresher, PA
Moving to Dresher, PA? Find some basic demographic data about Dresher, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Dresher, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Dresher, 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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