Personal Banker Jobs in Royersford, 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.
- Brookhaven, PA (24 miles from Royersford, PA)
- 1 hour ago
- Brookhaven, PA (24 miles from Royersford, PA)
- 1 hour 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 Conshohocken Branch
- Conshohocken, PA (14 miles from Royersford, PA)
- 1 day ago
- Conshohocken, PA (14 miles from Royersford, 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....
- Glen Mills, PA (20 miles from Royersford, PA)
- 1 day ago
- Glen Mills, PA (20 miles from Royersford, 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....
Licensed Private Client Banker
- Pottstown, PA (5 miles from Royersford, PA)
- 1 day ago
- Pottstown, PA (5 miles from Royersford, PA)
- 1 day 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...
Virtual Financial Advisor - Greater Philadelphia
- Conshohocken, PA (14 miles from Royersford, PA)
- 3 days ago
- Conshohocken, PA (14 miles from Royersford, PA)
- 3 days ago
The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele....
Private Client Relationship Manager
- Flourtown, PA (17 miles from Royersford, PA)
- 3 days ago
- Flourtown, PA (17 miles from Royersford, PA)
- 3 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...
Associate Personal Banker Media
- Media, PA (20 miles from Royersford, PA)
- 4 days ago
- Media, PA (20 miles from Royersford, PA)
- 4 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....
- Aston, PA (23 miles from Royersford, PA)
- 4 days ago
- Aston, PA (23 miles from Royersford, PA)
- 4 days ago
Before you apply to a job, select your language preference from the options available at the top right of this page. Explore your next opportunity at a Fortune Global 500 organization. Envision...
Private Client Financial Advisor - Kennett Sq. - PA
- Kennett Square, PA (24 miles from Royersford, PA)
- 5 days ago
- Kennett Square, PA (24 miles from Royersford, PA)
- 5 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Private Client Banker - Doylestown Pointe Plaza (New Build) - Warrington, PA
- Warrington, PA (20 miles from Royersford, PA)
- 7 days ago
- Warrington, PA (20 miles from Royersford, 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 (21 miles from Royersford, PA)
- 8 days ago
- Doylestown, PA (21 miles from Royersford, PA)
- 8 days ago
Position Summary: The Personal Banker will be responsible for assisting customers in a dual role function....
- Dresher, PA (20 miles from Royersford, PA)
- 8 days ago
- Dresher, PA (20 miles from Royersford, PA)
- 8 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....
- West Chester, PA (15 miles from Royersford, PA)
- 9 days ago
- West Chester, PA (15 miles from Royersford, PA)
- 9 days ago
GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers...
Private Client Relationship Manager
- Newtown Square, PA (15 miles from Royersford, PA)
- 10 days ago
- Newtown Square, PA (15 miles from Royersford, PA)
- 10 days ago
Description JOB DESCRIPTION: About Us: This exciting opportunity is for the Citizens Bank Flight Department which provides corporate aviation services for the bank, ensuring our executives travel...
As a Personal Banker within PNC's Retail organization, you will be based in Royersford, PA at the Providence Court branch....
Demographic Data for Royersford, PA
Moving to Royersford, PA? Find some basic demographic data about Royersford, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Royersford, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Royersford, 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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