Personal Banker Jobs in Malvern, 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.
Associate Personal Banker - Main Banking
- Philadelphia, PA (20 miles from Malvern, PA)
- 3 hours ago
- Philadelphia, PA (20 miles from Malvern, PA)
- 3 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....
Personal Banker II - Western Division
- Parkesburg, PA (21 miles from Malvern, PA)
- 14 hours ago
- Parkesburg, PA (21 miles from Malvern, PA)
- 14 hours 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...
Personal Banker II - Northern Division
- Pottstown, PA (15 miles from Malvern, PA)
- 14 hours ago
- Pottstown, PA (15 miles from Malvern, PA)
- 14 hours 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,...
Personal Banker - Southern Division
- Brookhaven, PA (14 miles from Malvern, PA)
- 14 hours ago
- Brookhaven, PA (14 miles from Malvern, PA)
- 14 hours 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...
- Brookhaven, PA (14 miles from Malvern, PA)
- 1 day ago
- Brookhaven, PA (14 miles from Malvern, PA)
- 1 day 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...
Private Client Financial Advisor - Kennett Sq. - PA
- West Grove, PA (21 miles from Malvern, PA)
- 2 days ago
- West Grove, PA (21 miles from Malvern, PA)
- 2 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Glen Mills, PA (9 miles from Malvern, PA)
- 3 days ago
- Glen Mills, PA (9 miles from Malvern, 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....
Licensed Private Client Banker
- Pottstown, PA (15 miles from Malvern, PA)
- 3 days ago
- Pottstown, PA (15 miles from Malvern, PA)
- 3 days ago
Location: 2 Glocker Way - Pottstown, Pennsylvania 19465 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Associate Personal Banker Pike Creek
- Hockessin, DE (19 miles from Malvern, PA)
- 3 days ago
- Hockessin, DE (19 miles from Malvern, 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 Adams and Tabor Road
- Philadelphia, PA (20 miles from Malvern, PA)
- 4 days ago
- Philadelphia, PA (20 miles from Malvern, PA)
- 4 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....
Virtual Financial Advisor - Greater Philadelphia
- Conshohocken, PA (12 miles from Malvern, PA)
- 4 days ago
- Conshohocken, PA (12 miles from Malvern, PA)
- 4 days ago
The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele....
Private Client Relationship Manager
- Flourtown, PA (17 miles from Malvern, PA)
- 4 days ago
- Flourtown, PA (17 miles from Malvern, PA)
- 4 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...
Client Relationship Manager - Wayne, PA
- Wayne, PA (6 miles from Malvern, PA)
- 5 days ago
- Wayne, PA (6 miles from Malvern, PA)
- 5 days ago
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
Financial Advisor - Signal Financial Federal Credit Union
- Philadelphia, PA (20 miles from Malvern, PA)
- 5 days ago
- Philadelphia, PA (20 miles from Malvern, PA)
- 5 days ago
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Signal Financial...
- Aston, PA (13 miles from Malvern, PA)
- 5 days ago
- Aston, PA (13 miles from Malvern, PA)
- 5 days ago
Before you apply to a job, select your language preference from the options available at the top right of this page. Explore your next opportunity at a Fortune Global 500 organization. Envision...
Demographic Data for Malvern, PA
Moving to Malvern, PA? Find some basic demographic data about Malvern, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Malvern, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Malvern, 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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