Personal Banker Jobs in Immaculata, 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.
- Limerick, PA (11 miles from Immaculata, PA)
- 1 hour ago
- Limerick, PA (11 miles from Immaculata, PA)
- 1 hour 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...
Private Client Banker - Southeast PA Market Hire - King of Prussia, PA
- King of Prussia, PA (10 miles from Immaculata, PA)
- 1 hour ago
- King of Prussia, PA (10 miles from Immaculata, PA)
- 1 hour 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...
- Phoenixville, PA (8 miles from Immaculata, PA)
- 23 hours ago
- Phoenixville, PA (8 miles from Immaculata, PA)
- 23 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....
Associate Personal Banker - Metro Philadelphia
- Philadelphia, PA (21 miles from Immaculata, PA)
- 3 days ago
- Philadelphia, PA (21 miles from Immaculata, PA)
- 3 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....
- Wynnewood, PA (15 miles from Immaculata, PA)
- 3 days ago
- Wynnewood, PA (15 miles from Immaculata, PA)
- 3 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 Henderson Road
- King of Prussia, PA (10 miles from Immaculata, PA)
- 3 days ago
- King of Prussia, PA (10 miles from Immaculata, PA)
- 3 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....
- Wilmington, DE (19 miles from Immaculata, PA)
- 3 days ago
- Wilmington, DE (19 miles from Immaculata, PA)
- 3 days ago
As a(n) Personal Banker within PNC's retail organization, you will be based in Wilmington, DE at the Tenth and Union Branch....
- Wilmington, DE (21 miles from Immaculata, PA)
- 5 days ago
- Wilmington, DE (21 miles from Immaculata, PA)
- 5 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Associate Client Relationship Manager
- Philadelphia, PA (21 miles from Immaculata, PA)
- 5 days ago
- Philadelphia, PA (21 miles from Immaculata, PA)
- 5 days ago
PRINCIPAL ELEMENTS & ACCOUNTABILITIES Initiate and work through to completion, with FO Senior Associate, the intake and on-boarding of all relationships and related services. Maintain internal...
Personal Banker- Fairfax Banking Office
- Wilmington, DE (21 miles from Immaculata, PA)
- 6 days ago
- Wilmington, DE (21 miles from Immaculata, PA)
- 6 days 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
- Penn Wynne, PA (15 miles from Immaculata, PA)
- 7 days ago
- Penn Wynne, PA (15 miles from Immaculata, PA)
- 7 days 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....
- Paoli, PA (4 miles from Immaculata, PA)
- 7 days ago
- Paoli, PA (4 miles from Immaculata, PA)
- 7 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Financial Advisor - Wilmington, DE
- Wilmington, DE (21 miles from Immaculata, PA)
- 8 days ago
- Wilmington, DE (21 miles from Immaculata, PA)
- 8 days ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
Floating Personal Banker - Bucks County, PA
- Jenkintown, PA (24 miles from Immaculata, PA)
- 9 days ago
- Jenkintown, PA (24 miles from Immaculata, PA)
- 9 days 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 (11 miles from Immaculata, PA)
- 9 days ago
- Broomall, PA (11 miles from Immaculata, PA)
- 9 days 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....
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Immaculata, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Immaculata, 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
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- 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
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- 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 »