Personal Banker Jobs in Pottstown, 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.
- Warrington, PA (24 miles from Pottstown, PA)
- 21 hours ago
- Warrington, PA (24 miles from Pottstown, PA)
- 21 hours ago
As a(n) Personal Banker within PNC's retail organization, you will be based in Warrington, PA at the Valley Square Branch....
Personal Banker Blue Bell Branch
- Blue Bell, PA (19 miles from Pottstown, PA)
- 22 hours ago
- Blue Bell, PA (19 miles from Pottstown, PA)
- 22 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....
Financial Advisor Development Program
- Newtown Square, PA (21 miles from Pottstown, PA)
- 1 day ago
- Newtown Square, PA (21 miles from Pottstown, PA)
- 1 day ago
Rotates through job functions and teams. Develops practical Financial Advisor skills under the direct supervision of a CFP professional. Builds ongoing relationships and provides portfolio...
- West Chester, PA (18 miles from Pottstown, PA)
- 2 days ago
- West Chester, PA (18 miles from Pottstown, PA)
- 2 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...
- Broomall, PA (23 miles from Pottstown, PA)
- 2 days ago
- Broomall, PA (23 miles from Pottstown, PA)
- 2 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Personal Banker Philadelphia Countyline District
- Ambler, PA (21 miles from Pottstown, PA)
- 6 days ago
- Ambler, PA (21 miles from Pottstown, PA)
- 6 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- Chester Springs Banking Office
- Chester Springs, PA (10 miles from Pottstown, PA)
- 11 days ago
- Chester Springs, PA (10 miles from Pottstown, PA)
- 11 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Private Client Banker - New Britain, PA (New Build)
- New Britain, PA (24 miles from Pottstown, PA)
- 12 days ago
- New Britain, PA (24 miles from Pottstown, PA)
- 12 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker- Chester Springs Banking Office
- Downingtown, PA (16 miles from Pottstown, PA)
- 12 days ago
- Downingtown, PA (16 miles from Pottstown, PA)
- 12 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
- Fruitville, PA (7 miles from Pottstown, PA)
- 13 days ago
- Fruitville, PA (7 miles from Pottstown, PA)
- 13 days ago
As a Personal Banker within PNC's Retail Branch Banking organization, Fruitville Corner Branch you will be based in Lancaster, PA....
- Limerick, PA (5 miles from Pottstown, PA)
- 13 days ago
- Limerick, PA (5 miles from Pottstown, PA)
- 13 days ago
This job posting is anticipated to remain open for 30 days, from 14-Aug-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Devon, PA (18 miles from Pottstown, PA)
- 14 days ago
- Devon, PA (18 miles from Pottstown, PA)
- 14 days ago
Position Summary: The Personal Banker will be responsible for assisting customers in a dual role function....
- Skippack, PA (11 miles from Pottstown, PA)
- 14 days ago
- Skippack, PA (11 miles from Pottstown, PA)
- 14 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- West Chester, PA (18 miles from Pottstown, PA)
- 15 days ago
- West Chester, PA (18 miles from Pottstown, PA)
- 15 days ago
Banker job family....
Private Client Banker - Harleysville Branch (New Build) - Harleysville, PA
- Harleysville, PA (11 miles from Pottstown, PA)
- 16 days ago
- Harleysville, PA (11 miles from Pottstown, PA)
- 16 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Demographic Data for Pottstown, PA
Moving to Pottstown, PA? Find some basic demographic data about Pottstown, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Pottstown, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Pottstown, PA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Personal Banker
- Consultative Sales
- Flexibility
- Retail Banking
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- Customer Relations
- High School Diploma
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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