Personal Banker Jobs in Harrisburg, 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.
Personal Banker Hershey East Palmyra
- Hershey, PA (13 miles from Harrisburg, PA)
- 3 hours ago
- Hershey, PA (13 miles from Harrisburg, PA)
- 3 hours 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....
Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. The Financial Advisor is responsible for providing financial planning, financial advice and...
Bilingual Personal Banker East Lebanon
- Lebanon, PA (24 miles from Harrisburg, PA)
- 3 days ago
- Lebanon, PA (24 miles from Harrisburg, PA)
- 3 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....
- Camp Hill, PA (2 miles from Harrisburg, PA)
- 4 days ago
- Camp Hill, PA (2 miles from Harrisburg, PA)
- 4 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....
Personal Banker- Eastern Blvd Haines Rd Branch
- York, PA (16 miles from Harrisburg, PA)
- 7 days ago
- York, PA (16 miles from Harrisburg, 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....
Financial Advisor Admin Assistant
- York, PA (16 miles from Harrisburg, PA)
- 8 days ago
- York, PA (16 miles from Harrisburg, PA)
- 8 days ago
Hours : part time work 20 to 25 hrs per week must be flexible with days and hours Job Description : Experience in the financial services industry is required. Key responsibilities will revolve...
First National Bank Financial Advisor - York/Lancaster, PA in Harrisburg , Pennsylvania Reference #: 2024-02215 Primary Office Location:1650 Crooked Oak Drive Suite 320. Lancaster, Pennsylvania....
Personal Banker Associate II - Lebanon North Bankmart
- Lebanon, PA (24 miles from Harrisburg, PA)
- 16 days ago
- Lebanon, PA (24 miles from Harrisburg, PA)
- 16 days ago
Banker job family....
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
Personal Banker Associate II - Lebanon FC
- Lebanon, PA (24 miles from Harrisburg, PA)
- 21 days ago
- Lebanon, PA (24 miles from Harrisburg, PA)
- 21 days ago
Banker job family....
Private Client Banker - Greater Lehigh Valley Market Hire - Harrisburg, PA
- Harrisburg, PA
- 45+ days ago
- Harrisburg, PA
- 45+ days ago
JobID: 210584752 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-01-25T18:14:42+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough...
- Carlisle, PA (16 miles from Harrisburg, PA)
- 60+ days ago
- Carlisle, PA (16 miles from Harrisburg, PA)
- 60+ days ago
Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our...
Primary Office Location: 409 North 2nd Street. Harrisburg, Pennsylvania. 17101. Join our team. Make a difference - for us and for your future. n Position Title: Financial Advisor Business Unit: WM...
Demographic Data for Harrisburg, PA
Moving to Harrisburg, PA? Find some basic demographic data about Harrisburg, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Harrisburg, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Harrisburg, 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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