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.
Bilingual Floating Personal Banker - Feasterville and Academy Plaza Banking Office
- Feasterville Trevose, PA (21 miles from Perkasie, PA)
- 1 day ago
- Feasterville Trevose, PA (21 miles from Perkasie, PA)
- 1 day 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....
Financial Advisor-Doylestown/Jamison, PA area
- Warminster, PA (15 miles from Perkasie, PA)
- 3 days ago
- Warminster, PA (15 miles from Perkasie, PA)
- 3 days ago
management business development techniques, products, services and overall industry....
- Easton, PA (24 miles from Perkasie, PA)
- 8 days ago
- Easton, PA (24 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....
Experienced Personal Banker- Malvern, Phoenixville, Devon, & Paoli, PA
- Phoenixville, PA (22 miles from Perkasie, PA)
- 9 days ago
- Phoenixville, PA (22 miles from Perkasie, PA)
- 9 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Licensed Private Client Banker
- Pottstown, PA (22 miles from Perkasie, PA)
- 9 days ago
- Pottstown, PA (22 miles from Perkasie, PA)
- 9 days ago
Reference #: R-30499Location: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....
- Pottstown, PA (22 miles from Perkasie, PA)
- 10 days ago
- Pottstown, PA (22 miles from Perkasie, PA)
- 10 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Ambler, PA (14 miles from Perkasie, PA)
- 11 days ago
- Ambler, PA (14 miles from Perkasie, PA)
- 11 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Ambler, PA at the East Ambler branch....
- Southampton, PA (16 miles from Perkasie, PA)
- 11 days ago
- Southampton, PA (16 miles from Perkasie, PA)
- 11 days ago
Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with...
- Blue Bell, PA (16 miles from Perkasie, PA)
- 14 days ago
- Blue Bell, PA (16 miles from Perkasie, PA)
- 14 days ago
We're hiring a Personal Banker to join our Blue Bell Team....
Private Client Financial Advisor - Greater Philadelphia
- Phoenixville, PA (22 miles from Perkasie, PA)
- 19 days ago
- Phoenixville, PA (22 miles from Perkasie, PA)
- 19 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Conshohocken, PA (22 miles from Perkasie, PA)
- 23 days ago
- Conshohocken, PA (22 miles from Perkasie, PA)
- 23 days ago
Salon Magura Private Wealth Group - RBC Wealth Management - Home What will you do? Study for and obtain the Associate Financial Advisor programs required licensing Study and pass series 7 exam....
- East Norriton, PA (19 miles from Perkasie, PA)
- 23 days ago
- East Norriton, PA (19 miles from Perkasie, PA)
- 23 days ago
Overview Citadel’s Wealth Management team is expanding. We are looking for Sr....
Financial Advisor - Greater Philadelphia
- Conshohocken, PA (22 miles from Perkasie, PA)
- 24 days ago
- Conshohocken, PA (22 miles from Perkasie, PA)
- 24 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 Financial Advisor - Conshohocken, PA
- Conshohocken, PA (22 miles from Perkasie, PA)
- 90+ days ago
- Conshohocken, PA (22 miles from Perkasie, PA)
- 90+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Conshohocken, PA (22 miles from Perkasie, PA)
- 30+ days ago
- Conshohocken, PA (22 miles from Perkasie, PA)
- 30+ days ago
Client Relationship Manager 3 Mutual of America Financial Group - 3.4 Conshohocken, PA Job Details Full-time $50,000 - $70,000 a year 11 hours ago Benefits Health insurance Dental insurance 401(k)...
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
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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