Personal Banker Jobs in Glen Mills, 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.
Merrill Experienced Financial Advisor
- Philadelphia, PA (17 miles from Glen Mills, PA)
- 1 day ago
- Philadelphia, PA (17 miles from Glen Mills, PA)
- 1 day ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Floating Personal Banker - Delaware County, PA
- Penn Wynne, PA (13 miles from Glen Mills, PA)
- 1 day ago
- Penn Wynne, PA (13 miles from Glen Mills, PA)
- 1 day ago
Training covers applications used to conduct transaction processing and account opening, referral techniques, customer service, and relationship building....
- Wilmington, DE (12 miles from Glen Mills, PA)
- 2 days ago
- Wilmington, DE (12 miles from Glen Mills, PA)
- 2 days ago
Change your career while making an impact. Full training and mentorship program in sales, finance, leadership, and entrepreneurship. Are you ready to take the reins and lead your own path to...
- Cherry Hill, NJ (24 miles from Glen Mills, PA)
- 2 days ago
- Cherry Hill, NJ (24 miles from Glen Mills, PA)
- 2 days ago
At BCG Securities, we're more than just a wealth management firm - we're trusted partners in our clients' financial journeys....
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- Philadelphia, PA (17 miles from Glen Mills, PA)
- 2 days ago
- Philadelphia, PA (17 miles from Glen Mills, PA)
- 2 days ago
Prudential Advisors is looking for an experienced financial advisor in the Philadelphia metropolitan market that is interested in working with an existing book of clients. This exciting position...
Financial Advisor - Philadelphia and Surrounding Area
- Philadelphia, PA (17 miles from Glen Mills, PA)
- 2 days ago
- Philadelphia, PA (17 miles from Glen Mills, PA)
- 2 days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
- Philadelphia, PA (17 miles from Glen Mills, PA)
- 2 days ago
- Philadelphia, PA (17 miles from Glen Mills, PA)
- 2 days ago
Job Responsibilities The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold....
- Philadelphia, PA (16 miles from Glen Mills, PA)
- 3 days ago
- Philadelphia, PA (16 miles from Glen Mills, PA)
- 3 days ago
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 for our customers. We...
Financial Advisor Training included Philadelphia
- Philadelphia, PA (17 miles from Glen Mills, PA)
- 3 days ago
- Philadelphia, PA (17 miles from Glen Mills, PA)
- 3 days ago
As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and...
Personal Banker - Northern Delaware
- Bear, DE (24 miles from Glen Mills, PA)
- 4 days ago
- Bear, DE (24 miles from Glen Mills, PA)
- 4 days ago
Training covers applications used to conduct transaction processing and account opening, referral techniques, customer service, and relationship building....
Personal Banker- Chester County, PA
- Downingtown, PA (14 miles from Glen Mills, PA)
- 4 days ago
- Downingtown, PA (14 miles from Glen Mills, PA)
- 4 days ago
Training covers applications used to conduct transaction processing and account opening, referral techniques, customer service, and relationship building....
Floating Personal Banker - Delaware County, PA
- Aston, PA (4 miles from Glen Mills, PA)
- 4 days ago
- Aston, PA (4 miles from Glen Mills, PA)
- 4 days ago
Training covers applications used to conduct transaction processing and account opening, referral techniques, customer service, and relationship building....
Financial Analyst, Engagement Financial Advisor
- Philadelphia, PA (17 miles from Glen Mills, PA)
- 5 days ago
- Philadelphia, PA (17 miles from Glen Mills, PA)
- 5 days ago
Position Summary Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk...
- Delaware City, DE (23 miles from Glen Mills, PA)
- 5 days ago
- Delaware City, DE (23 miles from Glen Mills, PA)
- 5 days ago
Training covers applications used to conduct transaction processing and account opening, referral techniques, customer service, and relationship building....
- King of Prussia, PA (13 miles from Glen Mills, PA)
- 6 days ago
- King of Prussia, PA (13 miles from Glen Mills, PA)
- 6 days ago
Training covers applications used to conduct transaction processing and account opening, referral techniques, customer service, and relationship building....
Demographic Data for Glen Mills, PA
Moving to Glen Mills, PA? Find some basic demographic data about Glen Mills, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Glen Mills, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Glen Mills, 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
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Client Services
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Inbound/Outbound Calling
- Relationship Management
- Customer Relations
- Listening
- Retail
- Business Development
- High School Diploma
- 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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