Personal Banker Jobs in Paoli, 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.
Personal Banker- Flourtown, PA
- Flourtown, PA (15 miles from Paoli, PA)
- 21 hours ago
- Flourtown, PA (15 miles from Paoli, PA)
- 21 hours ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Financial Advisor-Philadelphia, PA
- Philadelphia, PA (18 miles from Paoli, PA)
- 1 day ago
- Philadelphia, PA (18 miles from Paoli, PA)
- 1 day ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
- Pottstown, PA (16 miles from Paoli, PA)
- 1 day ago
- Pottstown, PA (16 miles from Paoli, PA)
- 1 day ago
As a Personal Banker within PNC's Retail organization, you will be based in Pottstown, PA at the East End branch. Bilingual Spanish Preferred....
Retail Personal Banker Associate I - Wilmington, NC
- Wilmington, DE (22 miles from Paoli, PA)
- 1 day ago
- Wilmington, DE (22 miles from Paoli, PA)
- 1 day ago
Banker job family....
- Norristown, PA (10 miles from Paoli, PA)
- 1 day ago
- Norristown, PA (10 miles from Paoli, PA)
- 1 day ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Personal Banker II - Bilingual Spanish and English Preferred!
- Philadelphia, PA (18 miles from Paoli, PA)
- 1 day ago
- Philadelphia, PA (18 miles from Paoli, PA)
- 1 day 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...
- Limerick, PA (11 miles from Paoli, PA)
- 2 days ago
- Limerick, PA (11 miles from Paoli, PA)
- 2 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...
Private Client Banker - Southeast PA Market Hire - King of Prussia, PA
- King of Prussia, PA (6 miles from Paoli, PA)
- 2 days ago
- King of Prussia, PA (6 miles from Paoli, PA)
- 2 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...
- Phoenixville, PA (6 miles from Paoli, PA)
- 3 days ago
- Phoenixville, PA (6 miles from Paoli, 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....
Associate Personal Banker - Metro Philadelphia
- Philadelphia, PA (18 miles from Paoli, PA)
- 5 days ago
- Philadelphia, PA (18 miles from Paoli, PA)
- 5 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....
- Wynnewood, PA (11 miles from Paoli, PA)
- 5 days ago
- Wynnewood, PA (11 miles from Paoli, PA)
- 5 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 Henderson Road
- King of Prussia, PA (6 miles from Paoli, PA)
- 5 days ago
- King of Prussia, PA (6 miles from Paoli, PA)
- 5 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....
- Wilmington, DE (22 miles from Paoli, PA)
- 7 days ago
- Wilmington, DE (22 miles from Paoli, PA)
- 7 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Associate Client Relationship Manager
- Philadelphia, PA (18 miles from Paoli, PA)
- 7 days ago
- Philadelphia, PA (18 miles from Paoli, PA)
- 7 days ago
PRINCIPAL ELEMENTS & ACCOUNTABILITIES Initiate and work through to completion, with FO Senior Associate, the intake and on-boarding of all relationships and related services. Maintain internal...
Personal Banker- Fairfax Banking Office
- Wilmington, DE (22 miles from Paoli, PA)
- 8 days ago
- Wilmington, DE (22 miles from Paoli, PA)
- 8 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....
Demographic Data for Paoli, PA
Moving to Paoli, PA? Find some basic demographic data about Paoli, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Paoli, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Paoli, 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
- Retirement Planning
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- 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
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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