Personal Banker Jobs in Williamsport, 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 - Career Change Opportunity
- Williamsport, PA
- 4 days ago
- Williamsport, PA
- 4 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 07-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Financial Representative-PA
- Linden, PA (6 miles from Williamsport, PA)
- 1 day ago
- Linden, PA (6 miles from Williamsport, PA)
- 1 day ago
Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility, and access to new customers....
Remote Work- West Milton, PA (19 miles from Williamsport, PA)
- 2 days ago
- West Milton, PA (19 miles from Williamsport, PA)
- 2 days ago
Personal Bankers are responsible for assisting customers with day to day bank transactions and opening accounts; as well as identifying and offering products and services to best fit their needs....
Financial Advisor - Williamsport, PA - Market 26, Region 231
- Williamsport, PA
- 3 days ago
- Williamsport, PA
- 3 days ago
This job posting is anticipated to remain open for 30 days, from 07-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
/23200/16829e2a-2dd1-4ebb-be91-cf4b27dc8d94.png&z=8&s=BNK&ih_t=5%2F13%2F2025+3%3A03%3A47+AM&utm_medium=internal%20referrer&utm_campaign=internal-ihire-formatting&utm_content=ihire&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
- Lock Haven, PA (21 miles from Williamsport, PA)
- 30+ days ago
- Lock Haven, PA (21 miles from Williamsport, PA)
- 30+ days ago
Job Description Financial Advisor is responsible for the development of new business on the financial services platform and maintaining relationships with numerous sources of new business...
Demographic Data for Williamsport, PA
Moving to Williamsport, PA? Find some basic demographic data about Williamsport, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Williamsport, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Williamsport, 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
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- 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 »