Personal Banker Jobs in Bakerstown, 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.
Financial Advisor Branch Intern
- Pittsburgh, PA (20 miles from Bakerstown, PA)
- 1 day ago
- Pittsburgh, PA (20 miles from Bakerstown, PA)
- 1 day ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across...
- Pittsburgh, PA (20 miles from Bakerstown, PA)
- 1 day ago
- Pittsburgh, PA (20 miles from Bakerstown, PA)
- 1 day ago
Financial Advisor Dollar Investment Services located at Dollar Bank Job Description Job Overview: The Financial Advisor is responsible for providing discretionary investment guidance for...
- Oakmont, PA (10 miles from Bakerstown, PA)
- 2 days ago
- Oakmont, PA (10 miles from Bakerstown, PA)
- 2 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Cranberry Township, PA (9 miles from Bakerstown, PA)
- 3 days ago
- Cranberry Township, PA (9 miles from Bakerstown, PA)
- 3 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Financial Advisor, Wealth Management
- Pittsburgh, PA (20 miles from Bakerstown, PA)
- 6 days ago
- Pittsburgh, PA (20 miles from Bakerstown, PA)
- 6 days ago
Dollar Bank Financial Advisor, Wealth Management in Pittsburgh , Pennsylvania Reference #: 797906 Dollar Bank, Pittsburgh's oldest financial institution, is hiring for a financial advisor. You...
- Gibsonia, PA (1 mile from Bakerstown, PA)
- 8 days ago
- Gibsonia, PA (1 mile from Bakerstown, PA)
- 8 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Financial Advisor - Career Change Opportunity
- Ford City, PA (23 miles from Bakerstown, PA)
- 8 days ago
- Ford City, PA (23 miles from Bakerstown, PA)
- 8 days ago
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
HFA Dedicated Financial Advisor - Advice Center
- Pittsburgh, PA (20 miles from Bakerstown, PA)
- 9 days ago
- Pittsburgh, PA (20 miles from Bakerstown, PA)
- 9 days ago
Description Summary: The National Advice Center (NAC), as part of the Huntington Financial Advisory group, has a team of licensed Financial Advisors dedicated to helping clients plan for the...
Remote WorkFinancial Advisor - PNC Investments
- Pittsburgh, PA (20 miles from Bakerstown, PA)
- 11 days ago
- Pittsburgh, PA (20 miles from Bakerstown, PA)
- 11 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
- Pittsburgh, PA (20 miles from Bakerstown, PA)
- 12 days ago
- Pittsburgh, PA (20 miles from Bakerstown, PA)
- 12 days ago
Lincoln Investment has an exciting opportunity available for Financial Advisors located in Pittsburgh, PA. If you have an entrepreneurial spirit, a passion to grow your own business, and enjoy...
Personal Banker Supervisor, Gibsonia
- Pittsburgh, PA (20 miles from Bakerstown, PA)
- 13 days ago
- Pittsburgh, PA (20 miles from Bakerstown, PA)
- 13 days ago
Job Description The Personal Banker Supervisor plays a key role in delivering exceptional customer service and strengthening customer relationships....
Private Client Banker - NE Pittsburgh Market - Pittsburgh, PA
- Pittsburgh, PA (20 miles from Bakerstown, PA)
- 16 days ago
- Pittsburgh, PA (20 miles from Bakerstown, PA)
- 16 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...
Private Client Banker - Waterfront Branch - Homestead, PA
- Homestead, PA (17 miles from Bakerstown, PA)
- 22 days ago
- Homestead, PA (17 miles from Bakerstown, PA)
- 22 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...
- Oakmont, PA (10 miles from Bakerstown, PA)
- 30+ days ago
- Oakmont, PA (10 miles from Bakerstown, PA)
- 30+ days ago
Private Client Banker - Oakmont Branch Oakmont, PA 1 DAYS AGO 21175087 Summary Oakmont, PA Competitive Salary 0 Years Experience High school graduate or equivalency certificate (GED) No...
- Swissvale, PA (15 miles from Bakerstown, PA)
- 30+ days ago
- Swissvale, PA (15 miles from Bakerstown, PA)
- 30+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Bakerstown, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Bakerstown, PA 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
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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