Personal Banker Jobs in Hatfield, 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.
- Riverton, NJ (24 miles from Hatfield, PA)
- 30+ days ago
- Riverton, NJ (24 miles from Hatfield, PA)
- 30+ days ago
We offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts....
Private Client Banker - Northeast PA Market Hire - Spring House, PA
- Spring House, PA (7 miles from Hatfield, PA)
- 13 hours ago
- Spring House, PA (7 miles from Hatfield, PA)
- 13 hours ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Roving Personal Banker Bucks East District
- Feasterville Trevose, PA (19 miles from Hatfield, PA)
- 16 hours ago
- Feasterville Trevose, PA (19 miles from Hatfield, PA)
- 16 hours 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 (21 miles from Hatfield, PA)
- 16 hours ago
- Malvern, PA (21 miles from Hatfield, PA)
- 16 hours 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....
- Exton, PA (24 miles from Hatfield, PA)
- 1 day ago
- Exton, PA (24 miles from Hatfield, PA)
- 1 day ago
Financial Advisor, Exton, PAExton, United States of America WHAT YOU WILL BE DOING Achieve and exceed both individual and branch related sales and revenue goals as defined on a quarterly basis...
Financial Advisor, Lehigh Valley Area
- Bethlehem, PA (20 miles from Hatfield, PA)
- 1 day ago
- Bethlehem, PA (20 miles from Hatfield, PA)
- 1 day ago
Financial Advisor, Lehigh Valley AreaCountry: United States of America WHAT YOU WILL BE DOING Achieve and exceed both individual and branch related sales and revenue goals as defined on a...
Financial Advisor, Bensalem/Feasterville, PA Area
- Bensalem, PA (22 miles from Hatfield, PA)
- 1 day ago
- Bensalem, PA (22 miles from Hatfield, PA)
- 1 day ago
Financial Advisor, Bensalem/Feasterville, PA AreaCountry: United States of America WHAT YOU WILL BE DOING Achieve and exceed both individual and branch related sales and revenue goals as defined...
Financial Advisor, Metro Philadelphia Area
- Philadelphia, PA (24 miles from Hatfield, PA)
- 1 day ago
- Philadelphia, PA (24 miles from Hatfield, PA)
- 1 day ago
Financial Advisor, Metro Philadelphia AreaCountry: United States of America WHAT YOU WILL BE DOING Achieve and exceed both individual and branch related sales and revenue goals as defined on a...
Floating Personal Banker - Bucks County, PA
- Jenkintown, PA (16 miles from Hatfield, PA)
- 1 day ago
- Jenkintown, PA (16 miles from Hatfield, PA)
- 1 day ago
Our Personal Bankers are provided with a series of classroom and hands-on experiences at various banking offices to apply the knowledge and skills learned....
Floating Personal Banker - Delaware County, PA
- Broomall, PA (21 miles from Hatfield, PA)
- 1 day ago
- Broomall, PA (21 miles from Hatfield, PA)
- 1 day ago
Our Personal Bankers are provided with a series of classroom and hands-on experiences at various banking offices to apply the knowledge and skills learned....
- Harleysville, PA (5 miles from Hatfield, PA)
- 3 days ago
- Harleysville, PA (5 miles from Hatfield, PA)
- 3 days 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...
- Philadelphia, PA (24 miles from Hatfield, PA)
- 5 days ago
- Philadelphia, PA (24 miles from Hatfield, PA)
- 5 days ago
This position will work closely with all sales, service and operations partners to serve as the focal point for existing medium market advisor plan clients and their financial advisors....
- Pottstown, PA (16 miles from Hatfield, PA)
- 5 days ago
- Pottstown, PA (16 miles from Hatfield, PA)
- 5 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Associate Personal Banker - 15th & Chestnut Street
- Philadelphia, PA (24 miles from Hatfield, PA)
- 6 days ago
- Philadelphia, PA (24 miles from Hatfield, PA)
- 6 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 - Allentown II - Tilghman - Full-Time
- Allentown, PA (24 miles from Hatfield, PA)
- 6 days ago
- Allentown, PA (24 miles from Hatfield, PA)
- 6 days ago
office conditions in a retail-banking establishment....
Demographic Data for Hatfield, PA
Moving to Hatfield, PA? Find some basic demographic data about Hatfield, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Hatfield, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Hatfield, 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
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »