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6 Personal Banker Jobs in Doylestown, PA

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First Bank - NJ
Doylestown, PA | Full Time
$96k-127k (estimate)
2 Months Ago
First Bank - NJ
Doylestown, PA | Full Time
$145k-183k (estimate)
2 Months Ago
B10 Wells Fargo Bank, N. A.
Doylestown, PA | Full Time
$81k-115k (estimate)
2 Months Ago
B10 Wells Fargo Bank, N. A.
Doylestown, PA | Full Time
$81k-115k (estimate)
6 Days Ago
Wells Fargo
DOYLESTOWN, PA | Full Time
$81k-115k (estimate)
2 Months Ago
B10 Wells Fargo Bank, N. A.
Doylestown, PA | Full Time
$81k-115k (estimate)
2 Months Ago
Personal Banker
First Bank - NJ Doylestown, PA
$96k-127k (estimate)
Full Time | Banking 2 Months Ago
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First Bank - NJ is Hiring a Personal Banker Near Doylestown, PA

Position Summary:

The Personal Banker will be responsible for assisting customers in a dual role function. The role is responsible for providing an exceptional in-branch customer experience by handling every customer need including teller transactions, sales and service. Utilizing a needs-based selling approach, the Personal Banker will provide solutions based on customer needs and how they like to conduct their banking. In addition this position will be responsible for referrals to the other lines of business to meet the customer’s financial needs. The Personal Banker will work with the branch team and partners to attain the branch strategic goals.

Duties & Responsibilities:

  • Personal Bankers are responsible for offering and selling bank products and services to both consumer and small business customers. Including, but not limited to: Checking and Savings Accounts, Certificates of Deposit, Individual Retirement Accounts (IRAs). Deposit only business relationship customers with non-lending needs.
  • Operates a teller window regularly to meet the needs of the branch clientele.
  • Provides exceptional customer service while listening for sales opportunities, explains and promotes bank products and/or services to customers and actively participates in referral opportunities.
  • Effectively use sales skills such as: effective listening, identifying needs, expanding and deepening customer relationships, responding to verbal and non-verbal clues, presenting solutions through product benefits, establishing a clear difference, overcoming objections, asking for the business.
  • Follow up with prospects and current customers to promote new products and services and/or thanking customers for existing banking relationship.
  • Actively engage with valued customer relationships to promote growth and retention.
  • Maintains confidentiality in handling customer and bank information.
  • Follows security policies and procedures to prevent bank and customer losses.
  • Resolves customer complaints and escalates appropriately.
  • Maintains a detailed level of knowledge on retail products and services.
  • Works collaboratively with the branch team to achieve customer sales and service objectives.

Qualifications

  • Bachelor degree preferred
  • High school diploma/GED
  • Two or more years of related experience in Financial Services industry
  • Basic knowledge of retail product philosophy, policy, procedures, documentation and systems
  • Thorough knowledge of all retail products and services
  • Proven customer service and interpersonal skills
  • Effective selling and referral skills
  • Strong verbal and written communication skills
  • Ability to work a schedule that includes Saturdays

First Bank is an EEO/AA Employer, M/F-Disabled-Veteran and LGBTQ can apply to our company for employment opportunities.

Job Type: Full-time

Pay: From $20.00 per hour

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Paid time off
  • Vision insurance

Schedule:

  • Monday to Friday
  • Weekends as needed

Education:

  • High school or equivalent (Preferred)

Experience:

  • Cash handling: 1 year (Preferred)
  • Banking: 1 year (Preferred)
  • Customer service: 1 year (Preferred)

Work Location: In person

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$96k-127k (estimate)

POST DATE

03/31/2023

EXPIRATION DATE

05/02/2024

WEBSITE

firstbanknj.com

HEADQUARTERS

ROBBINSVILLE, NJ

SIZE

100 - 200

FOUNDED

2007

CEO

RYAN K MANVILLE

REVENUE

$50M - $200M

INDUSTRY

Banking

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First Bank - NJ
Full Time
$105k-141k (estimate)
Just Posted
First Bank - NJ
Full Time
$95k-126k (estimate)
Just Posted
First Bank - NJ
Full Time
$101k-134k (estimate)
2 Weeks Ago

The following is the career advancement route for Personal Banker positions, which can be used as a reference in future career path planning. As a Personal Banker, it can be promoted into senior positions as a Private Banker III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Banker. You can explore the career advancement for a Personal Banker below and select your interested title to get hiring information.

First Bank - NJ
Full Time
$145k-183k (estimate)
2 Months Ago
B10 Wells Fargo Bank, N. A.
Full Time
$81k-115k (estimate)
2 Months Ago

If you are interested in becoming a Personal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Banker for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Personal Banker job description and responsibilities

The personal banker examines a client's assets, suggests additional banking services, and offers solutions when consulted about financial needs.

12/13/2021: Salt Lake City, UT

Customers typically receive help and advice when completing loan applications and may even find that the loan application process can be streamlined with a personal banker's guidance.

12/09/2021: Pocatello, ID

Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.

02/14/2022: Macon, GA

The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.

01/16/2022: Nassau, NY

At the end of the day, personal bankers are employees of the banks that they work for and are expected to meet the KPIs set for them.

02/14/2022: Saint Paul, MN

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Personal Banker jobs

Personal bankers should focus on financial analysis and accounting.

12/08/2021: Lima, OH

Small or large, credit unions and banks rely on personal bankers to build and solidify their relationship with people who have accounts and loans with them.

01/03/2022: Appleton, WI

Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.

01/01/2022: Memphis, TN

Provides knowledge of financing, loans, and personal banking.

01/23/2022: Youngstown, OH

A personal banker may refer his clients to other bank experts.

03/04/2022: Fayetteville, NC

Step 3: View the best colleges and universities for Personal Banker.

Florida Southern College
Colby College
Dartmouth College
University of Notre Dame
Western Washington University
Canisius College
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