Personal Banker Jobs in Willow Street, 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.
- Lebanon, PA (24 miles from Willow Street, PA)
- 1 day ago
- Lebanon, PA (24 miles from Willow Street, PA)
- 1 day ago
Job Listing ID: 4306981 Job Title: Associate Financial Advisor Application Deadline: Open Until FilledJob Location: Lebanon Date Posted: 07/09/2025Hours Worked Per Week: Not Provided Shift: Not...
Roving Personal Banker York-Lancaster PA District
- Ephrata, PA (15 miles from Willow Street, PA)
- 1 day ago
- Ephrata, PA (15 miles from Willow Street, 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....
- Lititz, PA (14 miles from Willow Street, PA)
- 1 day ago
- Lititz, PA (14 miles from Willow Street, PA)
- 1 day ago
Job Description The Associate Financial Advisor is responsible for the development of new business and retention of existing relationships while creating and maintaining relationships with centers...
- Quarryville, PA (9 miles from Willow Street, PA)
- 5 days ago
- Quarryville, PA (9 miles from Willow Street, PA)
- 5 days ago
As a Personal Banker within PNC's Retail Branch Banking organization, you will be based in Quarryville, PA in the Buck Branch....
- Lancaster, PA (8 miles from Willow Street, PA)
- 9 days ago
- Lancaster, PA (8 miles from Willow Street, PA)
- 9 days ago
Personal Banker Personal Banker LANCASTER, PA Description If you are looking for a great place to work, and reach your potential, look to Peoples Security Bank & Trust....
- Lancaster, PA (8 miles from Willow Street, PA)
- 19 days ago
- Lancaster, PA (8 miles from Willow Street, PA)
- 19 days ago
This job posting is anticipated to remain open for 30 days, from 23-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Personal Banker II - Western Division
- Lancaster, PA (8 miles from Willow Street, PA)
- 30+ days ago
- Lancaster, PA (8 miles from Willow Street, PA)
- 30+ 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...
Personal Banker - Southern Division
- Oxford, PA (19 miles from Willow Street, PA)
- 30+ days ago
- Oxford, PA (19 miles from Willow Street, PA)
- 30+ days ago
Function This position can be based out of any of our branches in the Eastern Region. The branches include, Brookhaven, Glen Mills, Springfield, West Chester, Kennett Square, Paoli, Oxford, and...
Private Client Financial Advisor - Kennett Sq. - PA
- West Grove, PA (23 miles from Willow Street, PA)
- 30+ days ago
- West Grove, PA (23 miles from Willow Street, PA)
- 30+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Lancaster, PA (8 miles from Willow Street, PA)
- 45+ days ago
- Lancaster, PA (8 miles from Willow Street, PA)
- 45+ 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...
Financial Advisor - York/Lancaster, PA
- Lancaster, PA (8 miles from Willow Street, PA)
- 60+ days ago
- Lancaster, PA (8 miles from Willow Street, PA)
- 60+ days ago
Demonstrates knowledge in all disciplines within Wealth Management and cross-refers customers and prospects and Retail bank products to Retail....
Demographic Data for Willow Street, PA
Moving to Willow Street, PA? Find some basic demographic data about Willow Street, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Willow Street, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Willow Street, 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
- Retirement Planning
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- 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
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »