Personal Banker Jobs in North Wales, 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 (15 miles from North Wales, PA)
- 5 hours ago
- Limerick, PA (15 miles from North Wales, PA)
- 5 hours ago
This job posting is anticipated to remain open for 30 days, from 14-Aug-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Devon, PA (14 miles from North Wales, PA)
- 1 day ago
- Devon, PA (14 miles from North Wales, PA)
- 1 day ago
Position Summary: The Personal Banker will be responsible for assisting customers in a dual role function....
- Skippack, PA (8 miles from North Wales, PA)
- 1 day ago
- Skippack, PA (8 miles from North Wales, PA)
- 1 day ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- West Chester, PA (24 miles from North Wales, PA)
- 1 day ago
- West Chester, PA (24 miles from North Wales, PA)
- 1 day ago
Banker job family....
- Royersford, PA (15 miles from North Wales, PA)
- 2 days ago
- Royersford, PA (15 miles from North Wales, PA)
- 2 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Royersford, PA at the Providence Court branch....
- Devon, PA (14 miles from North Wales, PA)
- 2 days ago
- Devon, PA (14 miles from North Wales, 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....
Roving Personal Banker Mainline
- Malvern, PA (18 miles from North Wales, PA)
- 2 days ago
- Malvern, PA (18 miles from North Wales, PA)
- 2 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....
- Warminster, PA (9 miles from North Wales, PA)
- 3 days ago
- Warminster, PA (9 miles from North Wales, PA)
- 3 days 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 Burlington Springside Branch
- Burlington, NJ (23 miles from North Wales, PA)
- 3 days ago
- Burlington, NJ (23 miles from North Wales, 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....
Private Client Banker - Harleysville Branch (New Build) - Harleysville, PA
- Harleysville, PA (9 miles from North Wales, PA)
- 3 days ago
- Harleysville, PA (9 miles from North Wales, PA)
- 3 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Private Client Banker - Northeast PA Market Hire - Springhouse Village, PA
- Spring House, PA (1 mile from North Wales, PA)
- 3 days ago
- Spring House, PA (1 mile from North Wales, PA)
- 3 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Associate Personal Banker - Delaware County
- Folsom, PA (21 miles from North Wales, PA)
- 4 days ago
- Folsom, PA (21 miles from North Wales, 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....
Licensed Private Client Banker
- Plymouth Meeting, PA (6 miles from North Wales, PA)
- 6 days ago
- Plymouth Meeting, PA (6 miles from North Wales, PA)
- 6 days ago
ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending...
Financial Advisor-Philadelphia, PA Financial Advisor-Philadelphia, PA
- Philadelphia, PA (17 miles from North Wales, PA)
- 7 days ago
- Philadelphia, PA (17 miles from North Wales, PA)
- 7 days ago
Financial Advisor-Philadelphia, PA TD Bank 4.1 ( ) Philadelphia, PA Why you should apply for a job to TD Bank : Ranked as one of the 4.1/5 in overall job satisfaction 4.8/5 in supportive...
Personal Banker Personal Banker
- Malvern, PA (18 miles from North Wales, PA)
- 7 days ago
- Malvern, PA (18 miles from North Wales, PA)
- 7 days ago
Personal Banker PNC Financial Services Group 3.6 ( ) Malvern, PA Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive management 73% say women are...
Demographic Data for North Wales, PA
Moving to North Wales, PA? Find some basic demographic data about North Wales, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in North Wales, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in North Wales, PA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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