Personal Banker Jobs in Willow Grove, 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.
- Philadelphia, PA (13 miles from Willow Grove, PA)
- 1 day ago
- Philadelphia, PA (13 miles from Willow Grove, PA)
- 1 day 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...
Private Client Banker - New Hope, PA (New Build)
- New Hope, PA (15 miles from Willow Grove, PA)
- 1 day ago
- New Hope, PA (15 miles from Willow Grove, PA)
- 1 day 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...
Floating Personal Banker - Delaware County, PA
- Broomall, PA (17 miles from Willow Grove, PA)
- 1 day ago
- Broomall, PA (17 miles from Willow Grove, PA)
- 1 day 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 II Southwest Health Plans
- Trenton, NJ (20 miles from Willow Grove, PA)
- 2 days ago
- Trenton, NJ (20 miles from Willow Grove, PA)
- 2 days ago
About Us** Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in...
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Financial Analyst, Engagement Financial Advisor
- Philadelphia, PA (13 miles from Willow Grove, PA)
- 2 days ago
- Philadelphia, PA (13 miles from Willow Grove, PA)
- 2 days ago
Position Summary Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk...
- King of Prussia, PA (14 miles from Willow Grove, PA)
- 3 days ago
- King of Prussia, PA (14 miles from Willow Grove, PA)
- 3 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Personal Banker Adams and Tabor Road
- Philadelphia, PA (13 miles from Willow Grove, PA)
- 3 days ago
- Philadelphia, PA (13 miles from Willow Grove, PA)
- 3 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....
Assoicate Client Relationship Manager
- Philadelphia, PA (13 miles from Willow Grove, PA)
- 3 days ago
- Philadelphia, PA (13 miles from Willow Grove, PA)
- 3 days ago
Vacancy: Assoicate Client Relationship Manager Full details of the job. Vacancy NameAssoicate Client Relationship Manager Vacancy NoVN995 Contract TypeEFT Duration LocationPhiladelphia Description...
- Newtown Square, PA (20 miles from Willow Grove, PA)
- 3 days ago
- Newtown Square, PA (20 miles from Willow Grove, PA)
- 3 days ago
Builds and maintains relationships with clients. Delivers financial advice and portfolio management guidance. Vanguard is seeking talented Financial Advisors to join our dynamic team across our...
- Lansdale, PA (10 miles from Willow Grove, PA)
- 4 days ago
- Lansdale, PA (10 miles from Willow Grove, 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....
Associate Personal Banker Levittown
- Levittown, PA (15 miles from Willow Grove, PA)
- 4 days ago
- Levittown, PA (15 miles from Willow Grove, 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....
- Delanco, NJ (12 miles from Willow Grove, PA)
- 4 days ago
- Delanco, NJ (12 miles from Willow Grove, PA)
- 4 days ago
Position Summary: The Personal Banker will be responsible for assisting customers in a dual role function....
Associate Bank Financial Advisor
- Wayne, PA (16 miles from Willow Grove, PA)
- 5 days ago
- Wayne, PA (16 miles from Willow Grove, PA)
- 5 days ago
About this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of...
US E EA - Consultant, Engagement Financial Advisor - Financial Planning & Analysis - EFA
- Philadelphia, PA (13 miles from Willow Grove, PA)
- 5 days ago
- Philadelphia, PA (13 miles from Willow Grove, PA)
- 5 days ago
Deloittes Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. As a...
Healthcare Payer Client Relationship Manager (Associate Director)
- Philadelphia, PA (13 miles from Willow Grove, PA)
- 5 days ago
- Philadelphia, PA (13 miles from Willow Grove, PA)
- 5 days ago
Healthcare Payer Client Relationship Manager (Associate Director) Overview Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They...
Demographic Data for Willow Grove, PA
Moving to Willow Grove, PA? Find some basic demographic data about Willow Grove, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Willow Grove, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Willow Grove, 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
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Lending
- Commercial Banking
- Account Maintenance
- Private Banking
- Mortgage Processing
- Cross Selling
- Treasury
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Inbound/Outbound Calling
- Relationship Management
- Customer Relations
- Listening
- Retail
- Business Development
- High School Diploma
- Negotiation
- Investigation
- Written Communication
- Telephone Skills
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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