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.
- Walnutport, PA (23 miles from Quakertown, PA)
- 1 day ago
- Walnutport, PA (23 miles from Quakertown, PA)
- 1 day ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Personal Banker Philadelphia Countyline District
- Ambler, PA (19 miles from Quakertown, PA)
- 1 day ago
- Ambler, PA (19 miles from Quakertown, PA)
- 1 day 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....
Private Client Banker - Northeast PA Market Hire - Horsham, PA
- Horsham, PA (20 miles from Quakertown, PA)
- 4 days ago
- Horsham, PA (20 miles from Quakertown, PA)
- 4 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker - Philadelphia (Returning Intern)
- Ambler, PA (19 miles from Quakertown, PA)
- 4 days ago
- Ambler, PA (19 miles from Quakertown, PA)
- 4 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Easton, PA (20 miles from Quakertown, PA)
- 6 days ago
- Easton, PA (20 miles from Quakertown, PA)
- 6 days ago
Job Details Job Location Easton, PA Position Type Full Time Description
Private Client Banker - New Britain, PA (New Build)
- New Britain, PA (14 miles from Quakertown, PA)
- 7 days ago
- New Britain, PA (14 miles from Quakertown, PA)
- 7 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Fruitville, PA (16 miles from Quakertown, PA)
- 8 days ago
- Fruitville, PA (16 miles from Quakertown, PA)
- 8 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 (21 miles from Quakertown, PA)
- 8 days ago
- Limerick, PA (21 miles from Quakertown, PA)
- 8 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...
Personal Banker: Lehigh Valley (Float)
- Nazareth, PA (20 miles from Quakertown, PA)
- 9 days ago
- Nazareth, PA (20 miles from Quakertown, PA)
- 9 days ago
Fidelity Bank is a relationship-driven community bank seeking Personal Bankers located in Nazareth and the Lehigh Valley....
Personal Banker - Allentown II - Full-time
- Allentown, PA (12 miles from Quakertown, PA)
- 9 days ago
- Allentown, PA (12 miles from Quakertown, PA)
- 9 days ago
office conditions in a retail-banking establishment....
- 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....
- Warminster, PA (21 miles from Quakertown, PA)
- 11 days ago
- Warminster, PA (21 miles from Quakertown, 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...
Private Client Banker - Harleysville Branch (New Build) - Harleysville, PA
- Harleysville, PA (13 miles from Quakertown, PA)
- 12 days ago
- Harleysville, PA (13 miles from Quakertown, PA)
- 12 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Licensed Private Client Banker
- Plymouth Meeting, PA (23 miles from Quakertown, PA)
- 15 days ago
- Plymouth Meeting, PA (23 miles from Quakertown, PA)
- 15 days ago
ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending...
Bilingual Spanish Personal Banker Bilingual Spanish Personal Banker
- Easton, PA (20 miles from Quakertown, PA)
- 15 days ago
- Easton, PA (20 miles from Quakertown, PA)
- 15 days ago
Bilingual Spanish Personal Banker PNC Financial Services Group 3.6 ( ) Easton, PA Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive management...
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
- Outside Sales
- Business Planning
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Account Opening
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- 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
- High School Diploma
- Customer Relations
- 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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