Personal Banker Jobs in Souderton, 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.
Personal Banker Philadelphia Countyline District
- Bensalem, PA (24 miles from Souderton, PA)
- 1 day ago
- Bensalem, PA (24 miles from Souderton, 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....
Roving Personal Banker North Philadelphia District
- Elkins Park, PA (18 miles from Souderton, PA)
- 1 day ago
- Elkins Park, PA (18 miles from Souderton, PA)
- 1 day ago
About this role: Wells Fargo is seeking an Associate Roving 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 (12 miles from Souderton, PA)
- 4 days ago
- Horsham, PA (12 miles from Souderton, 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 (9 miles from Souderton, PA)
- 4 days ago
- Ambler, PA (9 miles from Souderton, PA)
- 4 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Personal Banker- Chester Springs Banking Office
- Chester Springs, PA (21 miles from Souderton, PA)
- 6 days ago
- Chester Springs, PA (21 miles from Souderton, PA)
- 6 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 (9 miles from Souderton, PA)
- 7 days ago
- New Britain, PA (9 miles from Souderton, PA)
- 7 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Fruitville, PA (8 miles from Souderton, PA)
- 8 days ago
- Fruitville, PA (8 miles from Souderton, 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 (12 miles from Souderton, PA)
- 8 days ago
- Limerick, PA (12 miles from Souderton, 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...
- Devon, PA (18 miles from Souderton, PA)
- 9 days ago
- Devon, PA (18 miles from Souderton, PA)
- 9 days ago
Position Summary: The Personal Banker will be responsible for assisting customers in a dual role function....
Personal Banker - Allentown II - Full-time
- Allentown, PA (22 miles from Souderton, PA)
- 9 days ago
- Allentown, PA (22 miles from Souderton, PA)
- 9 days ago
office conditions in a retail-banking establishment....
- Skippack, PA (6 miles from Souderton, PA)
- 10 days ago
- Skippack, PA (6 miles from Souderton, PA)
- 10 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Royersford, PA (12 miles from Souderton, PA)
- 11 days ago
- Royersford, PA (12 miles from Souderton, 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....
Roving Personal Banker Mainline
- Malvern, PA (20 miles from Souderton, PA)
- 11 days ago
- Malvern, PA (20 miles from Souderton, PA)
- 11 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Warminster, PA (14 miles from Souderton, PA)
- 11 days ago
- Warminster, PA (14 miles from Souderton, 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 (4 miles from Souderton, PA)
- 12 days ago
- Harleysville, PA (4 miles from Souderton, PA)
- 12 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Demographic Data for Souderton, PA
Moving to Souderton, PA? Find some basic demographic data about Souderton, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Souderton, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Souderton, 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
- Lending
- Account Opening
- 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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