Personal Banker Jobs in Gap, 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.
Private Client Financial Advisor - Kennett Sq. - PA
- West Grove, PA (14 miles from Gap, PA)
- 23 hours ago
- West Grove, PA (14 miles from Gap, PA)
- 23 hours ago
Primary responsibilities include + Develop a high-quality wealth management practice that provides a personalized wealth management strategy. + Enhance and preserve relationships with key partners to...
Associate Personal Banker Pike Creek
- Hockessin, DE (22 miles from Gap, PA)
- 1 day ago
- Hockessin, DE (22 miles from Gap, PA)
- 1 day 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 Financial Advisor - Kennett Sq. - PA
- Kennett Square, PA (17 miles from Gap, PA)
- 5 days ago
- Kennett Square, PA (17 miles from Gap, PA)
- 5 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- West Chester, PA (19 miles from Gap, PA)
- 9 days ago
- West Chester, PA (19 miles from Gap, PA)
- 9 days ago
GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers...
- Chester Springs, PA (19 miles from Gap, PA)
- 10 days ago
- Chester Springs, PA (19 miles from Gap, PA)
- 10 days 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...
- West Chester, PA (19 miles from Gap, PA)
- 11 days ago
- West Chester, PA (19 miles from Gap, PA)
- 11 days ago
As a(n) Personal Banker within PNC's Retail organization, you will be based in West Chester, PA at the East Bradford Branch....
Personal Banker- Chester County, PA
- Downingtown, PA (14 miles from Gap, PA)
- 17 days ago
- Downingtown, PA (14 miles from Gap, PA)
- 17 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Financial Advisor-Chester County, PA
- Downingtown, PA (14 miles from Gap, PA)
- 20 days ago
- Downingtown, PA (14 miles from Gap, PA)
- 20 days ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
Private Client Relationship Manager
- West Chester, PA (19 miles from Gap, PA)
- 30+ days ago
- West Chester, PA (19 miles from Gap, PA)
- 30+ days ago
Description JOB DESCRIPTION: About Us: This exciting opportunity is for the Citizens Bank Flight Department which provides corporate aviation services for the bank, ensuring our executives travel...
Head of Data Science, Financial Advisor Services
- Malvern, PA (24 miles from Gap, PA)
- 30+ days ago
- Malvern, PA (24 miles from Gap, PA)
- 30+ days 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 (19 miles from Gap, PA)
- 30+ days ago
- West Chester, PA (19 miles from Gap, PA)
- 30+ days ago
They will provide leadership, conflict resolution, process improvement and communication to the Personal Bankers....
Financial Advisor - York/Lancaster, PA
- Lancaster, PA (18 miles from Gap, PA)
- 45+ days ago
- Lancaster, PA (18 miles from Gap, PA)
- 45+ days ago
Demonstrates knowledge in all disciplines within Wealth Management and cross-refers customers and prospects and Retail bank products to Retail....
Demographic Data for Gap, PA
Moving to Gap, PA? Find some basic demographic data about Gap, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Gap, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Gap, 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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