Personal Banker Jobs in Harleysville, 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.
- Huntingdon Valley, PA (20 miles from Harleysville, PA)
- 2 hours ago
- Huntingdon Valley, PA (20 miles from Harleysville, PA)
- 2 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....
Personal Banker II - Tylersville Bank Mart
- West Chester, PA (22 miles from Harleysville, PA)
- 2 days ago
- West Chester, PA (22 miles from Harleysville, PA)
- 2 days ago
Banker job family....
- Conshohocken, PA (14 miles from Harleysville, PA)
- 2 days ago
- Conshohocken, PA (14 miles from Harleysville, 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....
- Valley Forge, PA (12 miles from Harleysville, PA)
- 5 days ago
- Valley Forge, PA (12 miles from Harleysville, PA)
- 5 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....
- Lansdale, PA (6 miles from Harleysville, PA)
- 5 days ago
- Lansdale, PA (6 miles from Harleysville, PA)
- 5 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 (10 miles from Harleysville, PA)
- 6 days ago
- East Norriton, PA (10 miles from Harleysville, PA)
- 6 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Private Client Relationship Manager
- Bryn Athyn, PA (20 miles from Harleysville, PA)
- 7 days ago
- Bryn Athyn, PA (20 miles from Harleysville, PA)
- 7 days ago
. + 3 - 5 years of banking, wealth management or other relevant equivalent experience. + Experience working with affluent and high net worth clients. + A minimum of two licenses required: SIE, Series...
- King of Prussia, PA (12 miles from Harleysville, PA)
- 7 days ago
- King of Prussia, PA (12 miles from Harleysville, PA)
- 7 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....
Private Client Relationship Manager
- Huntingdon Valley, PA (20 miles from Harleysville, PA)
- 9 days ago
- Huntingdon Valley, PA (20 miles from Harleysville, PA)
- 9 days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Personal Banker I - Beckett Ridge FC
- West Chester, PA (22 miles from Harleysville, PA)
- 10 days ago
- West Chester, PA (22 miles from Harleysville, PA)
- 10 days ago
Banker job family....
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...
Personal Banker Roving North Central PA District
- Trexlertown, PA (21 miles from Harleysville, PA)
- 10 days ago
- Trexlertown, PA (21 miles from Harleysville, PA)
- 10 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....
- Malvern, PA (17 miles from Harleysville, PA)
- 10 days ago
- Malvern, PA (17 miles from Harleysville, 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....
Personal Banker - Southern Division
- Springfield, PA (23 miles from Harleysville, PA)
- 11 days ago
- Springfield, PA (23 miles from Harleysville, PA)
- 11 days ago
Function This position can be based out of any of our branches in the Eastern Region. The branches include, Brookhaven, Glen Mills, Springfield, West Chester, Kennett Square, Paoli, Oxford, and...
Personal Banker II - Northern Division
- Warminster, PA (17 miles from Harleysville, PA)
- 11 days ago
- Warminster, PA (17 miles from Harleysville, PA)
- 11 days ago
Function This position can be based out of any of our branches in the Northern Division. The branches include, East Norriton, West Norriton, Pottstown, Warminster, Limerick, Lansdale,...
Demographic Data for Harleysville, PA
Moving to Harleysville, PA? Find some basic demographic data about Harleysville, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Harleysville, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Harleysville, 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
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Investigation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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