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.
Associate Personal Banker Glenside Branch
- Glenside, PA (15 miles from Souderton, PA)
- 8 hours ago
- Glenside, PA (15 miles from Souderton, PA)
- 8 hours 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....
Bilingual Floating Personal Banker - Feasterville and Academy Plaza Banking Office
- Feasterville Trevose, PA (20 miles from Souderton, PA)
- 2 days ago
- Feasterville Trevose, PA (20 miles from Souderton, PA)
- 2 days ago
Our Personal Bankers are provided with a series of classroom and hands-on experiences at various banking offices to apply the knowledge and skills learned....
Financial Advisor-Doylestown/Jamison, PA area
- Warminster, PA (14 miles from Souderton, PA)
- 4 days ago
- Warminster, PA (14 miles from Souderton, PA)
- 4 days ago
management business development techniques, products, services and overall industry....
Licensed Private Client Banker
- Pottstown, PA (15 miles from Souderton, PA)
- 10 days ago
- Pottstown, PA (15 miles from Souderton, 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 (15 miles from Souderton, PA)
- 10 days ago
- Pottstown, PA (15 miles from Souderton, PA)
- 10 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Financial Advisor Services Marketing Program Manager
- Malvern, PA (20 miles from Souderton, PA)
- 11 days ago
- Malvern, PA (20 miles from Souderton, PA)
- 11 days ago
Financial Advisor Services Marketing (FASM) is seeking a Program Manager to join our team. FASM is organized to enable the Financial Advisor Services (FAS) business by 1) implementing marketing...
- Ambler, PA (9 miles from Souderton, PA)
- 12 days ago
- Ambler, PA (9 miles from Souderton, PA)
- 12 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 (17 miles from Souderton, PA)
- 12 days ago
- Southampton, PA (17 miles from Souderton, 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...
Associate Personal Banker Havertown
- Havertown, PA (22 miles from Souderton, PA)
- 13 days ago
- Havertown, PA (22 miles from Souderton, PA)
- 13 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....
- Blue Bell, PA (9 miles from Souderton, PA)
- 14 days ago
- Blue Bell, PA (9 miles from Souderton, PA)
- 14 days ago
We're hiring a Personal Banker to join our Blue Bell Team....
Private Client Financial Advisor - Greater Philadelphia
- Phoenixville, PA (14 miles from Souderton, PA)
- 20 days ago
- Phoenixville, PA (14 miles from Souderton, PA)
- 20 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Private Client Financial Advisor - Greater Philadelphia
- Exton, PA (24 miles from Souderton, PA)
- 21 days ago
- Exton, PA (24 miles from Souderton, PA)
- 21 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Conshohocken, PA (15 miles from Souderton, PA)
- 23 days ago
- Conshohocken, PA (15 miles from Souderton, PA)
- 23 days ago
Salon Magura Private Wealth Group - RBC Wealth Management - Home What will you do? Study for and obtain the Associate Financial Advisor programs required licensing Study and pass series 7 exam....
- East Norriton, PA (11 miles from Souderton, PA)
- 23 days ago
- East Norriton, PA (11 miles from Souderton, PA)
- 23 days ago
Overview Citadel’s Wealth Management team is expanding. We are looking for Sr....
Financial Advisor - Greater Philadelphia
- Conshohocken, PA (15 miles from Souderton, PA)
- 25 days ago
- Conshohocken, PA (15 miles from Souderton, PA)
- 25 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....
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
- 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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