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.
- Newtown Square, PA (11 miles from Exton, PA)
- 17 hours ago
- Newtown Square, PA (11 miles from Exton, PA)
- 17 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....
- Harleysville, PA (20 miles from Exton, PA)
- 1 day ago
- Harleysville, PA (20 miles from Exton, 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...
- Pottstown, PA (15 miles from Exton, PA)
- 3 days ago
- Pottstown, PA (15 miles from Exton, PA)
- 3 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Licensed Private Client Banker
- Downingtown, PA (4 miles from Exton, PA)
- 4 days ago
- Downingtown, PA (4 miles from Exton, 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...
- Christiana, PA (22 miles from Exton, PA)
- 7 days ago
- Christiana, PA (22 miles from Exton, PA)
- 7 days ago
As a Personal Banker within PNC's Retail Branch Banking organization, Christiana Office, you will be based in Christiana, PA....
- Greenville, DE (16 miles from Exton, PA)
- 7 days ago
- Greenville, DE (16 miles from Exton, 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...
Personal Banker II - Tylersville Bank Mart
- West Chester, PA (3 miles from Exton, PA)
- 9 days ago
- West Chester, PA (3 miles from Exton, PA)
- 9 days ago
Banker job family....
- Conshohocken, PA (17 miles from Exton, PA)
- 10 days ago
- Conshohocken, PA (17 miles from Exton, 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....
- Valley Forge, PA (9 miles from Exton, PA)
- 12 days ago
- Valley Forge, PA (9 miles from Exton, 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....
US Experienced Financial Advisor
- Wilmington, DE (22 miles from Exton, PA)
- 13 days ago
- Wilmington, DE (22 miles from Exton, PA)
- 13 days ago
We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business...
- Lansdale, PA (22 miles from Exton, PA)
- 13 days ago
- Lansdale, PA (22 miles from Exton, PA)
- 13 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Private Client Financial Advisor - East Norriton, PA
- East Norriton, PA (17 miles from Exton, PA)
- 13 days ago
- East Norriton, PA (17 miles from Exton, PA)
- 13 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Client Relationship Manager - Marken
- Aston, PA (16 miles from Exton, PA)
- 15 days ago
- Aston, PA (16 miles from Exton, PA)
- 15 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...
Bilingual Spanish - Mobile Banking Personal Banker
- Prospect Park, PA (20 miles from Exton, PA)
- 15 days ago
- Prospect Park, PA (20 miles from Exton, PA)
- 15 days ago
Job Profile** ****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...
Personal Banker I - Beckett Ridge FC
- West Chester, PA (3 miles from Exton, PA)
- 17 days ago
- West Chester, PA (3 miles from Exton, PA)
- 17 days ago
Banker job family....
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
- 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
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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