Personal Banker Jobs in Bethlehem, 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.
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Financial Advisor-Doylestown/Jamison, PA area
- Doylestown, PA (22 miles from Bethlehem, PA)
- 4 days ago
- Doylestown, PA (22 miles from Bethlehem, PA)
- 4 days ago
Work Location: Jamison, Pennsylvania, United States of America Hours: 40 Pay Details: $90,000 - $90,000 USD TD is committed to providing fair and equitable compensation opportunities to all...
Roving Personal Banker - Raritan Valley District
- Phillipsburg, NJ (14 miles from Bethlehem, PA)
- 7 days ago
- Phillipsburg, NJ (14 miles from Bethlehem, PA)
- 7 days ago
Wells Fargo Roving Personal Banker - Raritan Valley District in PHILLIPSBURG , New Jersey Why Wells Fargo: Are you looking for more? Find it here....
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....
- Washington, NJ (22 miles from Bethlehem, PA)
- 14 days ago
- Washington, NJ (22 miles from Bethlehem, PA)
- 14 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....
Personal Banker (Float) - North Region / Hampton - Full-time
- Hampton, NJ (21 miles from Bethlehem, PA)
- 16 days ago
- Hampton, NJ (21 miles from Bethlehem, PA)
- 16 days ago
office conditions in a retail-banking establishment....
- Schwenksville, PA (23 miles from Bethlehem, PA)
- 18 days ago
- Schwenksville, PA (23 miles from Bethlehem, PA)
- 18 days ago
We're hiring a Personal Banker to join our Skippack Team....
Private Client Banker - Plumstead Square (New Build) - Doylestown, PA
- Doylestown, PA (22 miles from Bethlehem, PA)
- 27 days ago
- Doylestown, PA (22 miles from Bethlehem, PA)
- 27 days ago
JobID: 210598639 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-02-15T01:01:58+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
Private Client Banker - Greater Lehigh Valley Market - Easton, PA
- Easton, PA (13 miles from Bethlehem, PA)
- 29 days ago
- Easton, PA (13 miles from Bethlehem, PA)
- 29 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...
Licensed Private Client Banker
- Lehighton, PA (24 miles from Bethlehem, PA)
- 29 days ago
- Lehighton, PA (24 miles from Bethlehem, PA)
- 29 days ago
Location: 904 Blakeslee Boulevard Drive East - Lehighton, Pennsylvania 18235 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities....
Private Client Banker - Harleysville Branch (New Build) - Harleysville, PA
- Harleysville, PA (21 miles from Bethlehem, PA)
- 30+ days ago
- Harleysville, PA (21 miles from Bethlehem, PA)
- 30+ 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 - Souderton, PA (New Build)
- Souderton, PA (20 miles from Bethlehem, PA)
- 45+ days ago
- Souderton, PA (20 miles from Bethlehem, PA)
- 45+ 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
- Allentown, PA (5 miles from Bethlehem, PA)
- 45+ days ago
- Allentown, PA (5 miles from Bethlehem, PA)
- 45+ days ago
office conditions in a retail-banking establishment....
Private Client Banker - New Britain Town Center (New Build) - New Britain, PA
- New Britain, PA (22 miles from Bethlehem, PA)
- 60+ days ago
- New Britain, PA (22 miles from Bethlehem, PA)
- 60+ 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...
- Allentown, PA (5 miles from Bethlehem, PA)
- 90+ days ago
- Allentown, PA (5 miles from Bethlehem, PA)
- 90+ days ago
Through its relationship with CUSO Financial Services, L. P. (CFS) First Commonwealth Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its...
Demographic Data for Bethlehem, PA
Moving to Bethlehem, PA? Find some basic demographic data about Bethlehem, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Bethlehem, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Bethlehem, 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
- Account Opening
- 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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