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.
Licensed Private Client Banker
- Pottstown, PA (20 miles from Quakertown, PA)
- 2 days ago
- Pottstown, PA (20 miles from Quakertown, PA)
- 2 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...
Private Client Relationship Manager
- Flourtown, PA (24 miles from Quakertown, PA)
- 4 days ago
- Flourtown, PA (24 miles from Quakertown, PA)
- 4 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...
- Bethlehem, PA (9 miles from Quakertown, PA)
- 6 days ago
- Bethlehem, PA (9 miles from Quakertown, PA)
- 6 days ago
Fidelity Bank is a relationship-driven, community bank seeking Personal Bankers located in the Scranton area and Lackawanna County....
Private Client Banker - Doylestown Pointe Plaza (New Build) - Warrington, PA
- Warrington, PA (17 miles from Quakertown, PA)
- 7 days ago
- Warrington, PA (17 miles from Quakertown, PA)
- 7 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...
Personal Banker - Doylestown, PA
- Doylestown, PA (14 miles from Quakertown, PA)
- 9 days ago
- Doylestown, PA (14 miles from Quakertown, PA)
- 9 days ago
Position Summary: The Personal Banker will be responsible for assisting customers in a dual role function....
- Dresher, PA (23 miles from Quakertown, PA)
- 9 days ago
- Dresher, PA (23 miles from Quakertown, PA)
- 9 days ago
This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors....
- Royersford, PA (21 miles from Quakertown, PA)
- 11 days ago
- Royersford, PA (21 miles from Quakertown, PA)
- 11 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Royersford, PA at the Providence Court branch....
Merrill Experienced Financial Advisor
- Allentown, PA (12 miles from Quakertown, PA)
- 15 days ago
- Allentown, PA (12 miles from Quakertown, PA)
- 15 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
- Center Valley, PA (7 miles from Quakertown, PA)
- 16 days ago
- Center Valley, PA (7 miles from Quakertown, PA)
- 16 days 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...
Private Client Banker - New Hope, PA (New Build)
- New Hope, PA (18 miles from Quakertown, PA)
- 18 days ago
- New Hope, PA (18 miles from Quakertown, PA)
- 18 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...
- Allentown, PA (12 miles from Quakertown, PA)
- 21 days ago
- Allentown, PA (12 miles from Quakertown, PA)
- 21 days 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...
- Fruitville, PA (16 miles from Quakertown, PA)
- 26 days ago
- Fruitville, PA (16 miles from Quakertown, PA)
- 26 days ago
As a Personal Banker within PNC's Retail Branch Banking organization, Fruitville Corner Branch, you will be based in Lancaster, PA....
Private Client Banker - Northeast PA Market Hire - Spring House, PA
- Spring House, PA (19 miles from Quakertown, PA)
- 27 days ago
- Spring House, PA (19 miles from Quakertown, PA)
- 27 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...
Personal Banker - Montgomery County, PA
- Blue Bell, PA (20 miles from Quakertown, PA)
- 27 days ago
- Blue Bell, PA (20 miles from Quakertown, PA)
- 27 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Private Client Relationship Manager
- Horsham, PA (20 miles from Quakertown, PA)
- 30+ days ago
- Horsham, PA (20 miles from Quakertown, PA)
- 30+ days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
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
- 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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