Personal Banker Jobs in Exton, 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.
Head of Data Science, Financial Advisor Services
- Malvern, PA (5 miles from Exton, PA)
- 9 hours ago
- Malvern, PA (5 miles from Exton, PA)
- 9 hours 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 (3 miles from Exton, PA)
- 1 day ago
- West Chester, PA (3 miles from Exton, PA)
- 1 day ago
They will provide leadership, conflict resolution, process improvement and communication to the Personal Bankers....
- Wilmington, DE (22 miles from Exton, PA)
- 2 days ago
- Wilmington, DE (22 miles from Exton, PA)
- 2 days ago
As a(n) Personal Banker within PNC's Retail organization, you will be based in Wilmington, DE at the Midway Branch....
- Wilmington, DE (21 miles from Exton, PA)
- 2 days ago
- Wilmington, DE (21 miles from Exton, PA)
- 2 days ago
As a(n) Personal Banker within PNC's Retail organization, you will be based in Wilmington, DE at the Midway Branch....
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Associate Private Client Financial Advisor
- Wayne, PA (12 miles from Exton, PA)
- 6 days ago
- Wayne, PA (12 miles from Exton, PA)
- 6 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...
Roving Personal Banker - Montco
- Lansdale, PA (22 miles from Exton, PA)
- 7 days ago
- Lansdale, PA (22 miles from Exton, PA)
- 7 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....
- Media, PA (14 miles from Exton, PA)
- 8 days ago
- Media, PA (14 miles from Exton, PA)
- 8 days ago
Position Summary: The Personal Banker will be responsible for assisting customers in a dual role function....
- Lansdale, PA (22 miles from Exton, PA)
- 8 days ago
- Lansdale, PA (22 miles from Exton, PA)
- 8 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...
Experienced Personal Banker- Malvern, Phoenixville, Devon, & Paoli, PA
- Malvern, PA (5 miles from Exton, PA)
- 23 days ago
- Malvern, PA (5 miles from Exton, PA)
- 23 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Experienced Personal Banker - Narberth, Ardmore, Bryn Mawr
- Devon, PA (11 miles from Exton, PA)
- 23 days ago
- Devon, PA (11 miles from Exton, PA)
- 23 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
- Pottstown, PA (15 miles from Exton, PA)
- 23 days ago
- Pottstown, PA (15 miles from Exton, PA)
- 23 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Blue Bell, PA (20 miles from Exton, PA)
- 27 days ago
- Blue Bell, PA (20 miles from Exton, PA)
- 27 days ago
We're hiring a Personal Banker to join our Blue Bell Team....
- Conshohocken, PA (17 miles from Exton, PA)
- 30+ days ago
- Conshohocken, PA (17 miles from Exton, PA)
- 30+ days ago
Salon Magura Private Wealth Group - RBC Wealth Management - Home What will you do? Study for and obtain the Associate Financial Advisor programs required licensing Study and pass series 7 exam....
- East Norriton, PA (17 miles from Exton, PA)
- 30+ days ago
- East Norriton, PA (17 miles from Exton, PA)
- 30+ days ago
Overview Citadel’s Wealth Management team is expanding. We are looking for Sr....
Financial Advisor - Greater Philadelphia
- Conshohocken, PA (17 miles from Exton, PA)
- 30+ days ago
- Conshohocken, PA (17 miles from Exton, PA)
- 30+ 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....
Demographic Data for Exton, PA
Moving to Exton, PA? Find some basic demographic data about Exton, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Exton, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Exton, 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
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- 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
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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