Personal Banker Jobs in Quakertown, 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.
Financial Advisor-Doylestown/Jamison, PA area
- Warminster, PA (21 miles from Quakertown, PA)
- 3 days ago
- Warminster, PA (21 miles from Quakertown, PA)
- 3 days ago
management business development techniques, products, services and overall industry....
- Easton, PA (20 miles from Quakertown, PA)
- 9 days ago
- Easton, PA (20 miles from Quakertown, PA)
- 9 days ago
Fidelity Bank is a relationship-driven, community bank seeking Personal Bankers located in the Scranton area and Lackawanna County....
Licensed Private Client Banker
- Pottstown, PA (20 miles from Quakertown, PA)
- 10 days ago
- Pottstown, PA (20 miles from Quakertown, PA)
- 10 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 (20 miles from Quakertown, PA)
- 10 days ago
- Pottstown, PA (20 miles from Quakertown, PA)
- 10 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Ambler, PA (19 miles from Quakertown, PA)
- 11 days ago
- Ambler, PA (19 miles from Quakertown, 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 (23 miles from Quakertown, PA)
- 12 days ago
- Southampton, PA (23 miles from Quakertown, PA)
- 12 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 (20 miles from Quakertown, PA)
- 14 days ago
- Blue Bell, PA (20 miles from Quakertown, PA)
- 14 days ago
We're hiring a Personal Banker to join our Blue Bell Team....
Private Client Financial Advisor - Greater Philadelphia
- Phoenixville, PA (23 miles from Quakertown, PA)
- 20 days ago
- Phoenixville, PA (23 miles from Quakertown, PA)
- 20 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- East Norriton, PA (22 miles from Quakertown, PA)
- 23 days ago
- East Norriton, PA (22 miles from Quakertown, PA)
- 23 days ago
Overview Citadel’s Wealth Management team is expanding. We are looking for Sr....
Personal Banker - Newtown - Full-Time
- Newtown, PA (23 miles from Quakertown, PA)
- 30+ days ago
- Newtown, PA (23 miles from Quakertown, PA)
- 30+ days ago
office conditions in a retail-banking establishment....
- Bethlehem, PA (9 miles from Quakertown, PA)
- 30+ days ago
- Bethlehem, PA (9 miles from Quakertown, PA)
- 30+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Financial Advisor-Doylestown/Jamison, PA area
- Doylestown, PA (14 miles from Quakertown, PA)
- 45+ days ago
- Doylestown, PA (14 miles from Quakertown, PA)
- 45+ days ago
management business development techniques, products, services and overall industry Proven ability to achieve sales goals Proficient with retail and small business banking Proven ability to establish...
Private Client Banker - Greater Lehigh Valley Market - Easton, PA
- Easton, PA (20 miles from Quakertown, PA)
- 60+ days ago
- Easton, PA (20 miles from Quakertown, PA)
- 60+ 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...
Licensed Private Client Banker - North Coventry Branch
- Pottstown, PA (20 miles from Quakertown, PA)
- 60+ days ago
- Pottstown, PA (20 miles from Quakertown, PA)
- 60+ days ago
Location: 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. The Private Client...
Personal Banker (Float) - Central Region - Full-time
- Allentown, PA (12 miles from Quakertown, PA)
- 90+ days ago
- Allentown, PA (12 miles from Quakertown, PA)
- 90+ days ago
office conditions in a retail-banking establishment....
Demographic Data for Quakertown, PA
Moving to Quakertown, PA? Find some basic demographic data about Quakertown, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Quakertown, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Quakertown, 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
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Banking
- 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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