Personal Banker Jobs in Philadelphia, 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.
- Riverton, NJ (8 miles from Philadelphia, PA)
- 30+ days ago
- Riverton, NJ (8 miles from Philadelphia, PA)
- 30+ days ago
We offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts....
- Wilmington, DE (24 miles from Philadelphia, PA)
- 10 hours ago
- Wilmington, DE (24 miles from Philadelphia, PA)
- 10 hours ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
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...
Floating Personal Banker - Bucks County, PA
- Feasterville Trevose, PA (17 miles from Philadelphia, PA)
- 1 day ago
- Feasterville Trevose, PA (17 miles from Philadelphia, 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....
Personal Banker- Fairfax Banking Office
- Wilmington, DE (24 miles from Philadelphia, PA)
- 1 day ago
- Wilmington, DE (24 miles from Philadelphia, 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....
Floating Personal Banker - Delaware County, PA
- Penn Wynne, PA (6 miles from Philadelphia, PA)
- 2 days ago
- Penn Wynne, PA (6 miles from Philadelphia, PA)
- 2 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....
- Paoli, PA (18 miles from Philadelphia, PA)
- 2 days ago
- Paoli, PA (18 miles from Philadelphia, PA)
- 2 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Financial Advisor - Wilmington, DE
- Wilmington, DE (24 miles from Philadelphia, PA)
- 3 days ago
- Wilmington, DE (24 miles from Philadelphia, PA)
- 3 days ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
Financial Advisor - Certification Provided
- Mount Holly, NJ (20 miles from Philadelphia, PA)
- 3 days ago
- Mount Holly, NJ (20 miles from Philadelphia, PA)
- 3 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Mount Holly, NJ (20 miles from Philadelphia, PA)
- 3 days ago
- Mount Holly, NJ (20 miles from Philadelphia, PA)
- 3 days ago
This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Private Client Banker - Northeast PA Market Hire - Spring House, PA
- Spring House, PA (16 miles from Philadelphia, PA)
- 3 days ago
- Spring House, PA (16 miles from Philadelphia, PA)
- 3 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...
Roving Personal Banker Bucks East District
- Feasterville Trevose, PA (17 miles from Philadelphia, PA)
- 3 days ago
- Feasterville Trevose, PA (17 miles from Philadelphia, PA)
- 3 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....
- Maple Shade, NJ (9 miles from Philadelphia, PA)
- 4 days ago
- Maple Shade, NJ (9 miles from Philadelphia, PA)
- 4 days ago
Prior experience in sales capacity, preferably in a retail banking environment. Valid NMLS Registration required....
Floating Personal Banker - Bucks County, PA
- Jenkintown, PA (10 miles from Philadelphia, PA)
- 4 days ago
- Jenkintown, PA (10 miles from Philadelphia, PA)
- 4 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....
Floating Personal Banker - Delaware County, PA
- Broomall, PA (10 miles from Philadelphia, PA)
- 4 days ago
- Broomall, PA (10 miles from Philadelphia, PA)
- 4 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 Philadelphia, PA
Moving to Philadelphia, PA? Find some basic demographic data about Philadelphia, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Philadelphia, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Philadelphia, 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »