Personal Banker Jobs in Allegheny, 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.
- Pittsburgh, PA (9 miles from Allegheny, PA)
- 1 day ago
- Pittsburgh, PA (9 miles from Allegheny, PA)
- 1 day ago
Reference #: 820251 The Personal Banker II plays a key role in providing exceptional customer service and building lasting relationships with clients....
Personal Banker II, Braddock Hills
- Pittsburgh, PA (9 miles from Allegheny, PA)
- 2 days ago
- Pittsburgh, PA (9 miles from Allegheny, PA)
- 2 days ago
Personal Banker II, Braddock Hills Dollar Bank, FSB United States, Pennsylvania, Pittsburgh Jun 05, 2025 The Personal Banker II plays a key role in providing exceptional customer service and building...
- Pittsburgh, PA (9 miles from Allegheny, PA)
- 3 days ago
- Pittsburgh, PA (9 miles from Allegheny, PA)
- 3 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...
Team Based Financial Advisor - Todd Financial
- Pittsburgh, PA (9 miles from Allegheny, PA)
- 3 days ago
- Pittsburgh, PA (9 miles from Allegheny, PA)
- 3 days ago
In office 5 days a week- flexible between the two offices: o1736 Ferguson Rd, Allison Park, PA 15101-3202 o2790 Mosside Blvd. Suite 415, Monroeville, PA 15146 Team-Based Financial Advisor Our...
- Pittsburgh, PA (3 miles from Allegheny, PA)
- 4 days ago
- Pittsburgh, PA (3 miles from Allegheny, PA)
- 4 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...
Personal Banker Supervisor, Dormont
- Pittsburgh, PA (9 miles from Allegheny, PA)
- 5 days ago
- Pittsburgh, PA (9 miles from Allegheny, PA)
- 5 days ago
Job Description The Personal Banker Supervisor plays a key role in delivering exceptional customer service and strengthening customer relationships....
- Cranberry Township, PA (17 miles from Allegheny, PA)
- 5 days ago
- Cranberry Township, PA (17 miles from Allegheny, PA)
- 5 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Paraplanner / Entry Level Financial Advisor
- Pittsburgh, PA (9 miles from Allegheny, PA)
- 7 days ago
- Pittsburgh, PA (9 miles from Allegheny, PA)
- 7 days ago
As an entry level Financial Advisor you will find this is an incredible opportunity for candidates with little or no experience who are looking to build a rewarding career in the financial...
- Pittsburgh, PA (9 miles from Allegheny, PA)
- 8 days ago
- Pittsburgh, PA (9 miles from Allegheny, PA)
- 8 days ago
The Customer Relationship Manager is responsible for owning the post-sale customer relationship (onboarding, retaining and growing) of Industrial Scientifics customers. Customer Relationship...
Merrill Market Client Relationship Manager
- Pittsburgh, PA (9 miles from Allegheny, PA)
- 11 days ago
- Pittsburgh, PA (9 miles from Allegheny, PA)
- 11 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....
- Pittsburgh, PA (9 miles from Allegheny, PA)
- 12 days ago
- Pittsburgh, PA (9 miles from Allegheny, PA)
- 12 days ago
Financial Advisor LOCATION Pittsburgh, PA Hybrid TYPE Direct Hire SALARY $100,000 - $150,000 / yr ID PA... POSTED May 23, 2025 Financial Advisor $ 100,000.- $150,000 [ Could be Higher depending on...
Merrill Experienced Financial Advisor
- Pittsburgh, PA (9 miles from Allegheny, PA)
- 14 days ago
- Pittsburgh, PA (9 miles from Allegheny, PA)
- 14 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....
- Pittsburgh, PA (9 miles from Allegheny, PA)
- 15 days ago
- Pittsburgh, PA (9 miles from Allegheny, PA)
- 15 days ago
Financial Advisor Dollar Investment Services located at Dollar Bank Job Description Job Overview: The Financial Advisor is responsible for providing discretionary investment guidance for...
- Pittsburgh, PA (9 miles from Allegheny, PA)
- 15 days ago
- Pittsburgh, PA (9 miles from Allegheny, PA)
- 15 days ago
Job Description The Personal Banker II plays a key role in providing exceptional customer service and building lasting relationships with clients....
- Pittsburgh, PA (9 miles from Allegheny, PA)
- 17 days ago
- Pittsburgh, PA (9 miles from Allegheny, PA)
- 17 days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
Demographic Data for Allegheny, PA
Moving to Allegheny, PA? Find some basic demographic data about Allegheny, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Allegheny, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Allegheny, PA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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