Personal Banker Jobs in Plymouth Meeting, 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.
- Mantua, NJ (23 miles from Plymouth Meeting, PA)
- 2 days ago
- Mantua, NJ (23 miles from Plymouth Meeting, PA)
- 2 days ago
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients -...
Personal Banker I - Beckett Ridge FC
- West Chester, PA (19 miles from Plymouth Meeting, PA)
- 3 hours ago
- West Chester, PA (19 miles from Plymouth Meeting, PA)
- 3 hours ago
Banker job family....
- Harleysville, PA (12 miles from Plymouth Meeting, PA)
- 5 hours ago
- Harleysville, PA (12 miles from Plymouth Meeting, PA)
- 5 hours ago
Job Overview 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...
Personal Banker Roving West New Jersey Market
- Moorestown, NJ (20 miles from Plymouth Meeting, PA)
- 18 hours ago
- Moorestown, NJ (20 miles from Plymouth Meeting, PA)
- 18 hours 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....
- Malvern, PA (14 miles from Plymouth Meeting, PA)
- 19 hours ago
- Malvern, PA (14 miles from Plymouth Meeting, PA)
- 19 hours 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....
- Camden, NJ (15 miles from Plymouth Meeting, PA)
- 1 day ago
- Camden, NJ (15 miles from Plymouth Meeting, PA)
- 1 day ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
- Cherry Hill, NJ (18 miles from Plymouth Meeting, PA)
- 1 day ago
- Cherry Hill, NJ (18 miles from Plymouth Meeting, PA)
- 1 day ago
Associate Financial Advisor Boutique RIA Cherry Hill, NJ Overview Established and Growing Independent Wealth Management firm in the Cherry Hill, NJ area seeks an Associate Financial Advisor to collaborate...
Financial Advisor Training Included West Chester
- West Chester, PA (19 miles from Plymouth Meeting, PA)
- 1 day ago
- West Chester, PA (19 miles from Plymouth Meeting, PA)
- 1 day 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...
Health Solutions Client Relationship Manager
- Philadelphia, PA (12 miles from Plymouth Meeting, PA)
- 1 day ago
- Philadelphia, PA (12 miles from Plymouth Meeting, PA)
- 1 day ago
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
Personal Banker - Southern Division
- Springfield, PA (13 miles from Plymouth Meeting, PA)
- 1 day ago
- Springfield, PA (13 miles from Plymouth Meeting, PA)
- 1 day ago
Function This position can be based out of any of our branches in the Eastern Region. The branches include, Brookhaven, Glen Mills, Springfield, West Chester, Kennett Square, Paoli, Oxford, and...
Personal Banker II - Northern Division
- Warminster, PA (12 miles from Plymouth Meeting, PA)
- 1 day ago
- Warminster, PA (12 miles from Plymouth Meeting, PA)
- 1 day 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
- Downingtown, PA (24 miles from Plymouth Meeting, PA)
- 1 day ago
- Downingtown, PA (24 miles from Plymouth Meeting, 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...
- Newtown Square, PA (12 miles from Plymouth Meeting, PA)
- 1 day ago
- Newtown Square, PA (12 miles from Plymouth Meeting, PA)
- 1 day ago
Join Vanguard as a Certified Financial Advisor in Newtown Square, PA Are you a Certified Financial Planner (CFP) looking for a rewarding career with a leading financial institution? Vanguard is...
- Brookhaven, PA (18 miles from Plymouth Meeting, PA)
- 3 days ago
- Brookhaven, PA (18 miles from Plymouth Meeting, PA)
- 3 days ago
Job Overview 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...
- Glen Mills, PA (18 miles from Plymouth Meeting, PA)
- 5 days ago
- Glen Mills, PA (18 miles from Plymouth Meeting, 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....
Demographic Data for Plymouth Meeting, PA
Moving to Plymouth Meeting, PA? Find some basic demographic data about Plymouth Meeting, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Plymouth Meeting, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Plymouth Meeting, 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
- Retail
- High School Diploma
- Business Development
- Investigation
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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