Personal Banker Jobs in Plumsteadville, 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 Spanish Personal Banker
- Allentown, PA (22 miles from Plumsteadville, PA)
- 11 hours ago
- Allentown, PA (22 miles from Plumsteadville, PA)
- 11 hours 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...
Associate Personal Banker Woodhaven Branch
- Bensalem, PA (22 miles from Plumsteadville, PA)
- 2 days ago
- Bensalem, PA (22 miles from Plumsteadville, 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....
Personal Banker Henderson Road
- King of Prussia, PA (24 miles from Plumsteadville, PA)
- 2 days ago
- King of Prussia, PA (24 miles from Plumsteadville, 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....
Floating Personal Banker - Bucks County, PA
- Feasterville Trevose, PA (18 miles from Plumsteadville, PA)
- 6 days ago
- Feasterville Trevose, PA (18 miles from Plumsteadville, PA)
- 6 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 - Bucks County, PA
- Jenkintown, PA (20 miles from Plumsteadville, PA)
- 9 days ago
- Jenkintown, PA (20 miles from Plumsteadville, PA)
- 9 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....
- Harleysville, PA (15 miles from Plumsteadville, PA)
- 11 days ago
- Harleysville, PA (15 miles from Plumsteadville, PA)
- 11 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...
- Lawrenceville, NJ (23 miles from Plumsteadville, PA)
- 13 days ago
- Lawrenceville, NJ (23 miles from Plumsteadville, PA)
- 13 days ago
As a Branch Banker within PNC's retail banking organization, you will be based in Lawrenceville, NJ....
Personal Banker - Allentown II - Tilghman - Full-Time
- Allentown, PA (22 miles from Plumsteadville, PA)
- 14 days ago
- Allentown, PA (22 miles from Plumsteadville, PA)
- 14 days ago
office conditions in a retail-banking establishment....
- Newtown, PA (13 miles from Plumsteadville, PA)
- 15 days ago
- Newtown, PA (13 miles from Plumsteadville, PA)
- 15 days ago
PWA Financial, a growing Registered Investment Advisory (RIA) firm, is seeking a Certified Financial Planner (CFP) to join our team. This role involves working directly with existing clients as...
- Newtown, PA (13 miles from Plumsteadville, PA)
- 15 days ago
- Newtown, PA (13 miles from Plumsteadville, PA)
- 15 days ago
Join our team as a Personal Banker and help create moments that matter....
- Red Hill, PA (17 miles from Plumsteadville, PA)
- 15 days ago
- Red Hill, PA (17 miles from Plumsteadville, PA)
- 15 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Bristol, PA (24 miles from Plumsteadville, PA)
- 20 days ago
- Bristol, PA (24 miles from Plumsteadville, PA)
- 20 days ago
In addition, the Financial Advisor is an active member of the trust and wealth management team, responsible for achieving customer service and sales goals through the sales of non-deposit investment...
Private Client Banker - Langhorne, PA (New Build)
- Langhorne, PA (19 miles from Plumsteadville, PA)
- 22 days ago
- Langhorne, PA (19 miles from Plumsteadville, PA)
- 22 days ago
banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering...
Private Client Financial Advisor - East Norriton, PA
- East Norriton, PA (20 miles from Plumsteadville, PA)
- 23 days ago
- East Norriton, PA (20 miles from Plumsteadville, PA)
- 23 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Private Client Relationship Manager
- Bryn Athyn, PA (17 miles from Plumsteadville, PA)
- 24 days ago
- Bryn Athyn, PA (17 miles from Plumsteadville, PA)
- 24 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...
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Plumsteadville, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Plumsteadville, 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
- 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
- Private Banking
- 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
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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