Personal Banker Jobs in West Chester, 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
- Ambler, PA (24 miles from West Chester, PA)
- 1 day ago
- Ambler, PA (24 miles from West Chester, 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
- Glenside, PA (24 miles from West Chester, PA)
- 1 day ago
- Glenside, PA (24 miles from West Chester, 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....
Financial Advisor - PNC Investments
- Philadelphia, PA (23 miles from West Chester, PA)
- 2 days ago
- Philadelphia, PA (23 miles from West Chester, PA)
- 2 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...
Associate Personal Banker - North Philadelphia District
- Philadelphia, PA (23 miles from West Chester, PA)
- 2 days ago
- Philadelphia, PA (23 miles from West Chester, PA)
- 2 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....
Personal Banker Ridge & Paoli Branch
- Philadelphia, PA (23 miles from West Chester, PA)
- 2 days ago
- Philadelphia, PA (23 miles from West Chester, PA)
- 2 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....
Associate Personal Banker Media Branch
- Media, PA (11 miles from West Chester, PA)
- 2 days ago
- Media, PA (11 miles from West Chester, PA)
- 2 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....
Experienced Personal Banker-Kennett Square, PA
- Kennett Square, PA (10 miles from West Chester, PA)
- 2 days ago
- Kennett Square, PA (10 miles from West Chester, PA)
- 2 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Personal Banker - Philadelphia (Returning Intern)
- Ambler, PA (24 miles from West Chester, PA)
- 4 days ago
- Ambler, PA (24 miles from West Chester, PA)
- 4 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Associate Personal Banker - 15th & Chestnut
- Philadelphia, PA (23 miles from West Chester, PA)
- 4 days ago
- Philadelphia, PA (23 miles from West Chester, 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....
- Newark, DE (22 miles from West Chester, PA)
- 4 days ago
- Newark, DE (22 miles from West Chester, PA)
- 4 days ago
As a(n) Personal Banker within PNC's retail organization, you will be based in Newark, DE at the University of Delaware Branch....
Assoicate Personal Banker - Metro Philadelphila District
- Philadelphia, PA (23 miles from West Chester, PA)
- 4 days ago
- Philadelphia, PA (23 miles from West Chester, 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....
Senior Legal Officer - Client Relationship Manager, Mercator
- Wilmington, DE (19 miles from West Chester, PA)
- 5 days ago
- Wilmington, DE (19 miles from West Chester, PA)
- 5 days ago
About Citco Citco is a global leader in fund services, corporate governance and related asset services with staff across 80 offices worldwide. With more than $1 trillion in assets under...
Personal Banker- Chester Springs Banking Office
- Chester Springs, PA (7 miles from West Chester, PA)
- 6 days ago
- Chester Springs, PA (7 miles from West Chester, PA)
- 6 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Personal Banker- Glen Mills, PA
- Glen Mills, PA (8 miles from West Chester, PA)
- 7 days ago
- Glen Mills, PA (8 miles from West Chester, PA)
- 7 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Personal Banker- Chester Springs Banking Office
- Downingtown, PA (6 miles from West Chester, PA)
- 7 days ago
- Downingtown, PA (6 miles from West Chester, PA)
- 7 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Demographic Data for West Chester, PA
Moving to West Chester, PA? Find some basic demographic data about West Chester, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in West Chester, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in West Chester, 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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