Personal Banker Jobs in Pennsylvania
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.
As a(n) Personal Banker within PNC's Retail organization, you will be based in Kennett Square, PA at the Longwood Branch....
Personal Banker Associate I - Greensburg Main
- Greensburg, PA
- 16 hours ago
- Greensburg, PA
- 16 hours ago
Banker job family....
Personal Banker Job Poster : Jobs Skills:Personal Banker, customer rep | Location: Pittsburgh, Pennsylvania, United States Of America Views:7 One of our client (regional bank) is looking for personal...
Bilingual Floating Personal Banker - Feasterville and Academy Plaza Banking Office
- Philadelphia, PA
- 21 hours ago
- Philadelphia, PA
- 21 hours 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....
Floating Personal Banker- Northern Liberties and Aramingo Banking Office
- Philadelphia, PA
- 21 hours ago
- Philadelphia, PA
- 21 hours 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....
Private Client Banker - Temple 5th Street Highway Branch - (New Build) - Temple, PA
- Temple, PA
- 1 day ago
- Temple, 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...
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Fidelity Bank is a relationship-driven, community bank seeking Personal Bankers located in the Scranton area and Lackawanna County....
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...
EDUCATION, TRAINING AND EXPERIENCE: Education - high school diploma or equivalent One to three years personal banker experience Proven track record in selling bank products Working knowledge in wealth...
Growth: Expand your expertise in banking, wealth management, and customer relations....
Location: 9605 Harmony Drive - Ingomar, Pennsylvania 15127 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
management business development techniques, products, services and overall industry....
Job Overview This job posting is anticipated to remain open for 30 days, from 31-Mar-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Demonstrates knowledge in all disciplines within Wealth Management and cross-refers customers and prospects and Retail bank products to Retail....
Demographic Data for Pennsylvania
Moving to Pennsylvania? Find some basic demographic data about Pennsylvania below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Pennsylvania
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Pennsylvania 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
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Interpersonal Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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