Recent Searches

You haven't searched anything yet.

3 Personal Banker Jobs in Bensalem, PA

SET JOB ALERT
Details...
Univest Financial Corporation
Bensalem, PA | Full Time
7 Months Ago
Wells Fargo
BENSALEM, PA | Full Time
$81k-115k (estimate)
2 Weeks Ago
Wells Fargo
BENSALEM, PA | Full Time
$81k-115k (estimate)
1 Month Ago
Personal Banker
Full Time 7 Months Ago
Save

sadSorry! This job is no longer available. Please explore similar jobs listed on the left.

Univest Financial Corporation is Hiring a Personal Banker Near Bensalem, PA

Overview:
This person is responsible for developing and maintaining a personal portfolio of prospects and customers and delivering exceptional service. Profiling customers to determine their needs, then cross-selling appropriate products and services and/or referring customer to the integrated platform. They are responsible for providing a broad base of services, including deposit-based, credit, investment and fee-based products, with the goal of acquiring 100% of the customer’s business. Develops and maintains relationships with Univest partners to maximize sales opportunities and achieve minimum sales standards. Proactively makes outbound sales calls to inform customers about a wide variety of financial services solutions that will meet their needs and deepen the customer experience and relationship. The incumbent will also be responsible to service customers at the teller line by completing a variety of financial transactions following technical and operational guidelines.
(Minimum standard 30% Service, 60% Sales, 10% Management)
Qualifications:
QUALIFICATIONS:
  • High school diploma/GED or equivalency
  • Attention to detail and ability to prioritize
  • Experience in Retail Sales or Telemarketing with proven sales results
  • Strong written/verbal/organizational skills
  • Demonstrated leadership/supervisory ability
  • Energetic and engaging interpersonal communication skills
  • Previous experience with MS Office Suite
  • Previous banking experience or completion of ABA Banking Basics suite
  • Proficiency in daily operational procedures
  • Completion of training in SSR Suite Training
  • Proficiency in daily operational procedures
  • Complete notary training if applicable
  • Neat, professional appearance following established guidelines for appropriate dress
  • Complete the Univest University Supervisor Certificate Program and the “Coaching for Performance Excellence” course.
  • Obtain NMLS registration
An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Responsibilities:
BRANCH HOURS (some locations may vary):
  • Monday - Wednsday: 8 am - 4pm
  • Thursday: 8 am - 5 pm
  • Friday: 8 am – 6 pm
  • Saturday: 9 am – 1 pm (2-3 per month are required)
POSITION INCLUDES:
  • Perform all teller and platform transactions promptly, efficiently, and accurately
  • Adhere to all procedures including operational and corporate customer service guidelines
  • Operate technology as required
  • Supervision of teller operations
  • Increased responsibility and adherence in signing authority
  • Completion of the Excel Level 1 course and completion of the Univest University Supervisor Certificate Program
  • Identify customer needs and cross sell opportunities to develop new business
  • Develop working relationships with integrated partners
  • Proactively initiate sales conversations
  • Participation and management of tele-consulting efforts
  • Develop knowledge and understanding of Univest Products and Services
  • Leverage bank promotions
  • Adhere to outlined sales flow
  • Learn and become proficient in daily operational procedures
  • Actively participate in branch activities, development and training programs
  • Manage and coach staff to desired performance levels
  • Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct
  • Perform additional duties as required
PHYSICAL DEMANDS:
The physical demands described below must be met by an associate to successfully perform the essential functions of this job. Accommodations will be made as necessary to enable individuals with disabilities to perform essential functions.
  • Frequent sitting, standing and walking.
  • Frequent operation and use of computer.
  • Ability to regularly lift up to 75 pounds and maneuver technical supplies.
  • Frequent stooping, bending, crouching, reaching or crawling.
  • Position requires manual dexterity and the ability to use hands/fingers, touch and feel.
  • Must be able to talk, see, hear and write.
  • Specific vision abilities include close vision, distance vision, depth perception and ability to adjust focus.
COGNITIVE DEMANDS:
The cognitive demands described below must be met by an associate to successfully perform the essential functions of this job. Accommodations will be made as necessary to enable individuals with disabilities to perform essential functions.
  • Position requires adequate judgement, decision making, reasoning, and comprehension and stress control.
  • Incumbent must have the ability to efficiently problem solve and assess technical issues/tasks.
  • Must be able to understand and follow basic instructions and guidelines, complete routine paperwork, as well as prioritize work schedule.
WORK ENVIRONMENT:
Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This position operates in a typical office environment and may include transporting supplies and services to different offices. Employees will encounter average indoor conditions and noise. Accommodations will be made as necessary to enable individuals with disabilities to perform essential functions.

Job Summary

JOB TYPE

Full Time

POST DATE

08/21/2022

EXPIRATION DATE

12/08/2022

Show more

Univest Financial Corporation
Full Time
$44k-58k (estimate)
3 Days Ago

The job skills required for Personal Banker include Products and Services, Customer Service, Financial Services, Leadership, Consulting, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal Banker. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal Banker. Select any job title you are interested in and start to search job requirements.

For the skill of  Products and Services
Visionworks
Full Time
$92k-114k (estimate)
Just Posted
For the skill of  Customer Service
Hollywood Casino at Penn National Race Course
Full Time
$18k-24k (estimate)
Just Posted
For the skill of  Financial Services
Creative Financial Staffing
Full Time
$70k-105k (estimate)
1 Week Ago
Show more

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.

WELLS FARGO BANK
Full Time
$94k-127k (estimate)
Just Posted
PNC
Full Time
$93k-124k (estimate)
11 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
Show more