Personal Banker Jobs in Newtown, 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.
- Cherry Hill, NJ (23 miles from Newtown, PA)
- 6 days ago
- Cherry Hill, NJ (23 miles from Newtown, PA)
- 6 days ago
We offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts....
- Conshohocken, PA (22 miles from Newtown, PA)
- 1 day ago
- Conshohocken, PA (22 miles from Newtown, PA)
- 1 day 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....
- Bristol, PA (11 miles from Newtown, PA)
- 2 days ago
- Bristol, PA (11 miles from Newtown, PA)
- 2 days ago
In addition, the Financial Advisor is an active member of the trust and wealth management team, responsible for achieving customer service and sales goals through the sales of non-deposit investment...
Personal Banker Westmont Plaza Branch
- Collingswood, NJ (24 miles from Newtown, PA)
- 3 days ago
- Collingswood, NJ (24 miles from Newtown, 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- Passyunk Ave Banking Office
- Philadelphia, PA (24 miles from Newtown, PA)
- 3 days ago
- Philadelphia, PA (24 miles from Newtown, PA)
- 3 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
- Trenton, NJ (11 miles from Newtown, PA)
- 3 days ago
- Trenton, NJ (11 miles from Newtown, 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....
- Philadelphia, PA (24 miles from Newtown, PA)
- 4 days ago
- Philadelphia, PA (24 miles from Newtown, PA)
- 4 days ago
About Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family...
- Cherry Hill, NJ (23 miles from Newtown, PA)
- 4 days ago
- Cherry Hill, NJ (23 miles from Newtown, PA)
- 4 days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
- Cherry Hill, NJ (23 miles from Newtown, PA)
- 4 days ago
- Cherry Hill, NJ (23 miles from Newtown, PA)
- 4 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....
Private Client Banker - Langhorne, PA (New Build)
- Langhorne, PA (6 miles from Newtown, PA)
- 4 days ago
- Langhorne, PA (6 miles from Newtown, PA)
- 4 days ago
banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering...
- Lansdale, PA (17 miles from Newtown, PA)
- 4 days ago
- Lansdale, PA (17 miles from Newtown, PA)
- 4 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Private Client Financial Advisor - East Norriton, PA
- East Norriton, PA (21 miles from Newtown, PA)
- 5 days ago
- East Norriton, PA (21 miles from Newtown, PA)
- 5 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Private Client Banker - South Jersey Market Hire - Cinnaminson, NJ
- Cinnaminson, NJ (18 miles from Newtown, PA)
- 5 days ago
- Cinnaminson, NJ (18 miles from Newtown, PA)
- 5 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...
Private Client Relationship Manager
- Bryn Athyn, PA (10 miles from Newtown, PA)
- 6 days ago
- Bryn Athyn, PA (10 miles from Newtown, PA)
- 6 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...
Personal Banker Roving West New Jersey Market
- Delran, NJ (16 miles from Newtown, PA)
- 8 days ago
- Delran, NJ (16 miles from Newtown, PA)
- 8 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....
Demographic Data for Newtown, PA
Moving to Newtown, PA? Find some basic demographic data about Newtown, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Newtown, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Newtown, 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Investigation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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