Personal Banker Jobs in Yardley, 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 Bilingual Spanish Georges Road New Brunswick
- North Brunswick, NJ (24 miles from Yardley, PA)
- 5 hours ago
- North Brunswick, NJ (24 miles from Yardley, PA)
- 5 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....
Personal Banker North Brunswick
- North Brunswick, NJ (24 miles from Yardley, PA)
- 3 days ago
- North Brunswick, NJ (24 miles from Yardley, 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....
Private Client Relationship Manager
- Flourtown, PA (22 miles from Yardley, PA)
- 3 days ago
- Flourtown, PA (22 miles from Yardley, PA)
- 3 days ago
. + 3 - 5 years of banking, wealth management or other relevant equivalent experience. + Experience working with affluent and high net worth clients. + A minimum of two licenses required: SIE, Series...
Associate Bank Financial Advisor
- Hainesport, NJ (15 miles from Yardley, PA)
- 3 days ago
- Hainesport, NJ (15 miles from Yardley, PA)
- 3 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...
Private Client Financial Advisor - Jackson, NJ
- Jackson, NJ (24 miles from Yardley, PA)
- 4 days ago
- Jackson, NJ (24 miles from Yardley, PA)
- 4 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Personal Banker Bilingual North Brunswick Georges Rd
- North Brunswick, NJ (24 miles from Yardley, PA)
- 4 days ago
- North Brunswick, NJ (24 miles from Yardley, 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....
Private Client Banker - South Brunswick, NJ
- Monmouth Junction, NJ (19 miles from Yardley, PA)
- 5 days ago
- Monmouth Junction, NJ (19 miles from Yardley, PA)
- 5 days 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...
Personal Banker (Float) - Central Region - Full-time
- Jamesburg, NJ (22 miles from Yardley, PA)
- 5 days ago
- Jamesburg, NJ (22 miles from Yardley, PA)
- 5 days ago
office conditions in a retail-banking establishment....
Personal Banker- Bilingual (SPANISH) North Brunswick Georges Rd
- North Brunswick, NJ (24 miles from Yardley, PA)
- 7 days ago
- North Brunswick, NJ (24 miles from Yardley, PA)
- 7 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....
Private Client Banker - Doylestown Pointe Plaza (New Build) - Warrington, PA
- Warrington, PA (18 miles from Yardley, PA)
- 7 days ago
- Warrington, PA (18 miles from Yardley, PA)
- 7 days 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...
Personal Banker - Doylestown, PA
- Doylestown, PA (19 miles from Yardley, PA)
- 8 days ago
- Doylestown, PA (19 miles from Yardley, PA)
- 8 days ago
Position Summary: The Personal Banker will be responsible for assisting customers in a dual role function....
- Dresher, PA (18 miles from Yardley, PA)
- 8 days ago
- Dresher, PA (18 miles from Yardley, PA)
- 8 days ago
This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors....
- Hamilton, NJ (4 miles from Yardley, PA)
- 9 days ago
- Hamilton, NJ (4 miles from Yardley, PA)
- 9 days ago
As a branch banker within PNC's retail banking organization, you will be based in Hamilton, NJ....
- Hamilton, NJ (5 miles from Yardley, PA)
- 10 days ago
- Hamilton, NJ (5 miles from Yardley, PA)
- 10 days ago
As a branch banker within PNC's retail banking organization, you will be based in Hamilton, NJ....
- North Brunswick, NJ (24 miles from Yardley, PA)
- 11 days ago
- North Brunswick, NJ (24 miles from Yardley, PA)
- 11 days ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
Demographic Data for Yardley, PA
Moving to Yardley, PA? Find some basic demographic data about Yardley, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Yardley, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Yardley, 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
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- 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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