Personal Banker Jobs in Drexel Hill, 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.
- Philadelphia, PA (7 miles from Drexel Hill, PA)
- 12 hours ago
- Philadelphia, PA (7 miles from Drexel Hill, PA)
- 12 hours ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Roving Personal Banker Bucks East District
- Bensalem, PA (21 miles from Drexel Hill, PA)
- 14 hours ago
- Bensalem, PA (21 miles from Drexel Hill, PA)
- 14 hours 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....
- Harleysville, PA (22 miles from Drexel Hill, PA)
- 1 day ago
- Harleysville, PA (22 miles from Drexel Hill, PA)
- 1 day 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...
Financial Advisor - Cherry Hill, NJ
- Cherry Hill, NJ (14 miles from Drexel Hill, PA)
- 1 day ago
- Cherry Hill, NJ (14 miles from Drexel Hill, PA)
- 1 day ago
Overview To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the...
- Philadelphia, PA (7 miles from Drexel Hill, PA)
- 3 days ago
- Philadelphia, PA (7 miles from Drexel Hill, PA)
- 3 days ago
This position will work closely with all sales, service and operations partners to serve as the focal point for existing medium market advisor plan clients and their financial advisors....
Licensed Private Client Banker
- Downingtown, PA (22 miles from Drexel Hill, PA)
- 4 days ago
- Downingtown, PA (22 miles from Drexel Hill, PA)
- 4 days ago
Location: 82 Quarry Road - Downingtown, Pennsylvania 19335 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Associate Personal Banker - 15th & Chestnut Street
- Philadelphia, PA (7 miles from Drexel Hill, PA)
- 4 days ago
- Philadelphia, PA (7 miles from Drexel Hill, 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....
Associate Personal Banker - Fishtown
- Philadelphia, PA (7 miles from Drexel Hill, PA)
- 5 days ago
- Philadelphia, PA (7 miles from Drexel Hill, PA)
- 5 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....
- Greenville, DE (19 miles from Drexel Hill, PA)
- 7 days ago
- Greenville, DE (19 miles from Drexel Hill, PA)
- 7 days ago
Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with...
Private Client Banker - Sewell Mill Pond Village Branch (New Build) - Sewell, NJ
- Sewell, NJ (16 miles from Drexel Hill, PA)
- 7 days ago
- Sewell, NJ (16 miles from Drexel Hill, 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 II - Tylersville Bank Mart
- West Chester, PA (16 miles from Drexel Hill, PA)
- 9 days ago
- West Chester, PA (16 miles from Drexel Hill, PA)
- 9 days ago
Banker job family....
- Conshohocken, PA (9 miles from Drexel Hill, PA)
- 10 days ago
- Conshohocken, PA (9 miles from Drexel Hill, PA)
- 10 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- Passyunk Ave Banking Office
- Philadelphia, PA (7 miles from Drexel Hill, PA)
- 11 days ago
- Philadelphia, PA (7 miles from Drexel Hill, PA)
- 11 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
- Philadelphia, PA (7 miles from Drexel Hill, PA)
- 12 days ago
- Philadelphia, PA (7 miles from Drexel Hill, PA)
- 12 days ago
About Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family...
- Valley Forge, PA (13 miles from Drexel Hill, PA)
- 12 days ago
- Valley Forge, PA (13 miles from Drexel Hill, PA)
- 12 days ago
As a Personal Banker within PNC's Retail organization, you will be based in King of Prussia, PA at the Valley Forge branch....
Demographic Data for Drexel Hill, PA
Moving to Drexel Hill, PA? Find some basic demographic data about Drexel Hill, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Drexel Hill, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Drexel Hill, 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
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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