Personal Banker Jobs in Easton, 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.
Roving Personal Banker - Raritan Valley District
- Phillipsburg, NJ (6 miles from Easton, PA)
- 6 days ago
- Phillipsburg, NJ (6 miles from Easton, PA)
- 6 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....
Personal Banker - Bilingual - Fourth St
- Bethlehem, PA (13 miles from Easton, PA)
- 7 days ago
- Bethlehem, PA (13 miles from Easton, PA)
- 7 days ago
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....
- Stroudsburg, PA (15 miles from Easton, PA)
- 8 days ago
- Stroudsburg, PA (15 miles from Easton, PA)
- 8 days ago
Salary Grade: Service Representative I or II Duties: Represents the bank in a courteous and professional manner. Provides prompt, efficient, and accurate services to customers. Expands customer...
- Tannersville, PA (21 miles from Easton, PA)
- 10 days ago
- Tannersville, PA (21 miles from Easton, PA)
- 10 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
- Washington, NJ (10 miles from Easton, PA)
- 13 days ago
- Washington, NJ (10 miles from Easton, PA)
- 13 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 (13 miles from Easton, PA)
- 15 days ago
- Hampton, NJ (13 miles from Easton, PA)
- 15 days ago
office conditions in a retail-banking establishment....
Senior Personal Banker - Flemington (Full-time), S/G 260
- Flemington, NJ (24 miles from Easton, PA)
- 20 days ago
- Flemington, NJ (24 miles from Easton, PA)
- 20 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Private Client Banker - Greater Lehigh Valley Market - Easton, PA
- Easton, PA
- 28 days ago
- Easton, PA
- 28 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 (15 miles from Easton, PA)
- 45+ days ago
- Allentown, PA (15 miles from Easton, PA)
- 45+ days ago
office conditions in a retail-banking establishment....
- Allentown, PA (15 miles from Easton, PA)
- 90+ days ago
- Allentown, PA (15 miles from Easton, 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...
Merrill Experienced Financial Advisor
- Allentown, PA (15 miles from Easton, PA)
- 90+ days ago
- Allentown, PA (15 miles from Easton, PA)
- 90+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
Demographic Data for Easton, PA
Moving to Easton, PA? Find some basic demographic data about Easton, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Easton, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Easton, 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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