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.
- Thorndale, PA (7 miles from Exton, PA)
- 4 hours ago
- Thorndale, PA (7 miles from Exton, PA)
- 4 hours 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...
- Limerick, PA (12 miles from Exton, PA)
- 8 hours ago
- Limerick, PA (12 miles from Exton, PA)
- 8 hours ago
This job posting is anticipated to remain open for 30 days, from 14-Aug-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Newark, DE (22 miles from Exton, PA)
- 1 day ago
- Newark, DE (22 miles from Exton, PA)
- 1 day ago
As a(n) Personal Banker within PNC's retail organization, you will be based in Newark, DE at the Newark Branch....
- Devon, PA (11 miles from Exton, PA)
- 1 day ago
- Devon, PA (11 miles from Exton, PA)
- 1 day ago
Position Summary: The Personal Banker will be responsible for assisting customers in a dual role function....
- Skippack, PA (17 miles from Exton, PA)
- 1 day ago
- Skippack, PA (17 miles from Exton, PA)
- 1 day ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- West Chester, PA (3 miles from Exton, PA)
- 2 days ago
- West Chester, PA (3 miles from Exton, PA)
- 2 days ago
Banker job family....
- Devon, PA (11 miles from Exton, PA)
- 2 days ago
- Devon, PA (11 miles from Exton, 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....
Roving Personal Banker Mainline
- Malvern, PA (5 miles from Exton, PA)
- 2 days ago
- Malvern, PA (5 miles from Exton, PA)
- 2 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....
Personal Banker New Garden Town Square
- Kennett Square, PA (12 miles from Exton, PA)
- 3 days ago
- Kennett Square, PA (12 miles from Exton, 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....
Private Client Banker - Harleysville Branch (New Build) - Harleysville, PA
- Harleysville, PA (20 miles from Exton, PA)
- 3 days ago
- Harleysville, PA (20 miles from Exton, PA)
- 3 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Private Client Banker - Northeast PA Market Hire - Springhouse Village, PA
- Spring House, PA (23 miles from Exton, PA)
- 3 days ago
- Spring House, PA (23 miles from Exton, PA)
- 3 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Associate Personal Banker - Delaware County
- Folsom, PA (19 miles from Exton, PA)
- 4 days ago
- Folsom, PA (19 miles from Exton, 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....
Retail Personal Banker Associate II- Wilmington NC
- Wilmington, DE (22 miles from Exton, PA)
- 5 days ago
- Wilmington, DE (22 miles from Exton, PA)
- 5 days ago
Banker job family....
Licensed Private Client Banker
- Plymouth Meeting, PA (19 miles from Exton, PA)
- 6 days ago
- Plymouth Meeting, PA (19 miles from Exton, PA)
- 6 days ago
ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending...
Financial Advisor Financial Advisor
- Oxford, PA (24 miles from Exton, PA)
- 7 days ago
- Oxford, PA (24 miles from Exton, PA)
- 7 days ago
Financial Advisor Edward Jones 3.8 ( ) Oxford, PA Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
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
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- 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
- Retail
- Business Development
- 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
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