Personal Banker Jobs in Morrisville, 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.
- Marlton, NJ (24 miles from Morrisville, PA)
- 1 day ago
- Marlton, NJ (24 miles from Morrisville, PA)
- 1 day ago
We offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts....
Private Client Banker - Plumstead Square (New Build) - Doylestown, PA
- Doylestown, PA (19 miles from Morrisville, PA)
- 14 hours ago
- Doylestown, PA (19 miles from Morrisville, PA)
- 14 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...
Senior Personal Banker - New Brunswick - Full-time
- North Brunswick, NJ (24 miles from Morrisville, PA)
- 16 hours ago
- North Brunswick, NJ (24 miles from Morrisville, PA)
- 16 hours ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
- Cherry Hill, NJ (21 miles from Morrisville, PA)
- 1 day ago
- Cherry Hill, NJ (21 miles from Morrisville, PA)
- 1 day ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Cherry Hill, New Jersey at Kings Highway Branch....
- Mount Laurel, NJ (17 miles from Morrisville, PA)
- 2 days ago
- Mount Laurel, NJ (17 miles from Morrisville, PA)
- 2 days ago
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal...
- Cherry Hill, NJ (22 miles from Morrisville, PA)
- 2 days ago
- Cherry Hill, NJ (22 miles from Morrisville, PA)
- 2 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Cherry Hill, New Jersey at Kings Highway Branch....
- Doylestown, PA (19 miles from Morrisville, PA)
- 2 days ago
- Doylestown, PA (19 miles from Morrisville, PA)
- 2 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Roving Personal Banker - Montco
- Spring House, PA (22 miles from Morrisville, PA)
- 6 days ago
- Spring House, PA (22 miles from Morrisville, PA)
- 6 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....
Private Client Banker - Moorestown Branch - Moorestown, NJ
- Moorestown, NJ (16 miles from Morrisville, PA)
- 9 days ago
- Moorestown, NJ (16 miles from Morrisville, PA)
- 9 days 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...
Health Solutions Client Relationship Manager
- Trenton, NJ (3 miles from Morrisville, PA)
- 9 days ago
- Trenton, NJ (3 miles from Morrisville, PA)
- 9 days ago
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
- Trenton, NJ (3 miles from Morrisville, PA)
- 11 days ago
- Trenton, NJ (3 miles from Morrisville, PA)
- 11 days ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
Floating Personal Banker - Lawrence, NJ
- Lawrence, NJ (7 miles from Morrisville, PA)
- 12 days ago
- Lawrence, NJ (7 miles from Morrisville, PA)
- 12 days ago
The Floating Personal Banker will work with the branch team and partners to attain the branch strategic goals.Duties & Responsibilities:1....
Bilingual Floating Personal Banker - Feasterville and Academy Plaza Banking Office
- Feasterville Trevose, PA (9 miles from Morrisville, PA)
- 14 days ago
- Feasterville Trevose, PA (9 miles from Morrisville, PA)
- 14 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 Bilingual Spanish Preferred
- Camden, NJ (24 miles from Morrisville, PA)
- 16 days ago
- Camden, NJ (24 miles from Morrisville, PA)
- 16 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Camden, New Jersey. This branch is located at 110 N BROADWAY, CAMDEN, NJ 08102....
Personal Banker Bilingual Spanish Preferred
- Camden, NJ (23 miles from Morrisville, PA)
- 17 days ago
- Camden, NJ (23 miles from Morrisville, PA)
- 17 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Camden, New Jersey. This branch is located at 110 N BROADWAY, CAMDEN, NJ 08102....
Demographic Data for Morrisville, PA
Moving to Morrisville, PA? Find some basic demographic data about Morrisville, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Morrisville, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Morrisville, 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
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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