Personal Banker Jobs in Media, 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.
- Brookhaven, PA (3 miles from Media, PA)
- 17 hours ago
- Brookhaven, PA (3 miles from Media, PA)
- 17 hours 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 (23 miles from Media, PA)
- 1 day ago
- West Grove, PA (23 miles from Media, PA)
- 1 day ago
Primary responsibilities include + Develop a high-quality wealth management practice that provides a personalized wealth management strategy. + Enhance and preserve relationships with key partners to...
- Glen Mills, PA (3 miles from Media, PA)
- 2 days ago
- Glen Mills, PA (3 miles from Media, 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....
Associate Personal Banker Pike Creek
- Hockessin, DE (16 miles from Media, PA)
- 2 days ago
- Hockessin, DE (16 miles from Media, 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....
Personal Banker Adams and Tabor Road
- Philadelphia, PA (13 miles from Media, PA)
- 3 days ago
- Philadelphia, PA (13 miles from Media, 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....
Virtual Financial Advisor - Greater Philadelphia
- Conshohocken, PA (12 miles from Media, PA)
- 3 days ago
- Conshohocken, PA (12 miles from Media, PA)
- 3 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 Media, PA)
- 3 days ago
- Flourtown, PA (17 miles from Media, PA)
- 3 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...
Financial Advisor - Career Change Opportunity
- Sewell, NJ (19 miles from Media, PA)
- 4 days ago
- Sewell, NJ (19 miles from Media, PA)
- 4 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 04-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Deptford, NJ (16 miles from Media, PA)
- 4 days ago
- Deptford, NJ (16 miles from Media, PA)
- 4 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...
Associate Bank Financial Advisor
- Cherry Hill, NJ (21 miles from Media, PA)
- 4 days ago
- Cherry Hill, NJ (21 miles from Media, PA)
- 4 days ago
About this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of...
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....
Financial Advisor - Signal Financial Federal Credit Union
- Philadelphia, PA (13 miles from Media, PA)
- 5 days ago
- Philadelphia, PA (13 miles from Media, 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 (3 miles from Media, PA)
- 5 days ago
- Aston, PA (3 miles from Media, 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...
- Sewell, NJ (19 miles from Media, PA)
- 5 days ago
- Sewell, NJ (19 miles from Media, PA)
- 5 days ago
This job posting is anticipated to remain open for 30 days, from 04-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Personal Financial Representative-DE
- Wilmington, DE (14 miles from Media, PA)
- 5 days ago
- Wilmington, DE (14 miles from Media, PA)
- 5 days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote WorkDemographic Data for Media, PA
Moving to Media, PA? Find some basic demographic data about Media, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Media, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Media, 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
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 »