Personal Banker Jobs in Moon Township, 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.
Private Client Banker - NE Pittsburgh Market - Pittsburgh, PA
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 1 day ago
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 1 day ago
JobID: 210599225 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-04-17T22:31:38+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
- Cranberry Twp, PA (14 miles from Moon Township, PA)
- 4 days ago
- Cranberry Twp, PA (14 miles from Moon Township, PA)
- 4 days ago
selling of new and existing Retail banking relationships....
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 6 days ago
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 6 days ago
Job Description The Personal Banker II plays a key role in providing exceptional customer service and building lasting relationships with clients....
Private Client Financial Advisor - Greater Philadelphia
- Bethel Park, PA (15 miles from Moon Township, PA)
- 14 days ago
- Bethel Park, PA (15 miles from Moon Township, PA)
- 14 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Monroeville, PA (23 miles from Moon Township, PA)
- 16 days ago
- Monroeville, PA (23 miles from Moon Township, PA)
- 16 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
HFA Financial Advisor - Branch
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 19 days ago
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 19 days ago
Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice! The Huntington Financial Advisors...
Remote WorkFinancial Advisor - Lewisburg/Williamsport, PA
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 30+ days ago
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 30+ days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Financial Advisor - PNC Investments
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 45+ days ago
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 45+ 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...
Private Client Financial Advisor
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 90+ days ago
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 90+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Financial Advisor Trainee- Monroeville, PA
- Monroeville, PA (23 miles from Moon Township, PA)
- 90+ days ago
- Monroeville, PA (23 miles from Moon Township, PA)
- 90+ days ago
#LI-AC1 About Raymond James Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations...
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 90+ days ago
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 90+ days ago
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
Retirement Planner/Financial Advisor
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 90+ days ago
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 90+ days ago
Golden Reserve is looking for an experienced financial retirement planner. We know the challenges you face to make it in the financial industry. Particularly, if you dont inherit a book of...
Merrill Market Client Relationship Manager
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 90+ days ago
- Pittsburgh, PA (18 miles from Moon Township, 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....
Demographic Data for Moon Township, PA
Moving to Moon Township, PA? Find some basic demographic data about Moon Township, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Moon Township, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Moon Township, 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
- Mortgage Lending
- 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
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »