Personal Banker Jobs in Perkasie, 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 II - Northern Division
- Warminster, PA (15 miles from Perkasie, PA)
- 22 hours ago
- Warminster, PA (15 miles from Perkasie, PA)
- 22 hours ago
Function This position can be based out of any of our branches in the Northern Division. The branches include, East Norriton, West Norriton, Pottstown, Warminster, Limerick, Lansdale,...
Personal Banker II - Western Division
- Phoenixville, PA (22 miles from Perkasie, PA)
- 22 hours ago
- Phoenixville, PA (22 miles from Perkasie, PA)
- 22 hours 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...
Licensed Private Client Banker
- Pottstown, PA (22 miles from Perkasie, PA)
- 4 days ago
- Pottstown, PA (22 miles from Perkasie, PA)
- 4 days ago
Location: 2 Glocker Way - Pottstown, Pennsylvania 19465 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Virtual Financial Advisor - Greater Philadelphia
- Conshohocken, PA (22 miles from Perkasie, PA)
- 6 days ago
- Conshohocken, PA (22 miles from Perkasie, PA)
- 6 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 (19 miles from Perkasie, PA)
- 6 days ago
- Flourtown, PA (19 miles from Perkasie, 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...
- Bethlehem, PA (14 miles from Perkasie, PA)
- 8 days ago
- Bethlehem, PA (14 miles from Perkasie, PA)
- 8 days ago
Fidelity Bank is a relationship-driven, community bank seeking Personal Bankers located in the Scranton area and Lackawanna County....
Private Client Banker - Doylestown Pointe Plaza (New Build) - Warrington, PA
- Warrington, PA (11 miles from Perkasie, PA)
- 10 days ago
- Warrington, PA (11 miles from Perkasie, PA)
- 10 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...
Personal Banker - Doylestown, PA
- Doylestown, PA (7 miles from Perkasie, PA)
- 11 days ago
- Doylestown, PA (7 miles from Perkasie, PA)
- 11 days ago
Position Summary: The Personal Banker will be responsible for assisting customers in a dual role function....
Merrill Experienced Financial Advisor
- Allentown, PA (19 miles from Perkasie, PA)
- 17 days ago
- Allentown, PA (19 miles from Perkasie, PA)
- 17 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
- Center Valley, PA (13 miles from Perkasie, PA)
- 18 days ago
- Center Valley, PA (13 miles from Perkasie, PA)
- 18 days ago
As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and...
- King of Prussia, PA (22 miles from Perkasie, PA)
- 22 days ago
- King of Prussia, PA (22 miles from Perkasie, PA)
- 22 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
- Allentown, PA (19 miles from Perkasie, PA)
- 23 days ago
- Allentown, PA (19 miles from Perkasie, PA)
- 23 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...
- Allentown, PA (22 miles from Perkasie, PA)
- 24 days ago
- Allentown, PA (22 miles from Perkasie, PA)
- 24 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...
Personal Banker - Montgomery County, PA
- Blue Bell, PA (16 miles from Perkasie, PA)
- 29 days ago
- Blue Bell, PA (16 miles from Perkasie, PA)
- 29 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
- Doylestown, PA (7 miles from Perkasie, PA)
- 30+ days ago
- Doylestown, PA (7 miles from Perkasie, PA)
- 30+ days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Demographic Data for Perkasie, PA
Moving to Perkasie, PA? Find some basic demographic data about Perkasie, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Perkasie, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Perkasie, 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
- Certified Financial Planner
- Check Cashing
- 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
- Listening
- Retail
- High School Diploma
- Business Development
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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