Personal Banker Jobs in Allentown, 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: Lehigh Valley (Float)
- Nazareth, PA (13 miles from Allentown, PA)
- 1 day ago
- Nazareth, PA (13 miles from Allentown, PA)
- 1 day ago
Fidelity Bank is a relationship-driven community bank seeking Personal Bankers located in Nazareth and the Lehigh Valley....
office conditions in a retail-banking establishment....
Personal Banker Brodheadsville PA
- Brodheadsville, PA (22 miles from Allentown, PA)
- 2 days ago
- Brodheadsville, PA (22 miles from Allentown, PA)
- 2 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....
Private Client Banker - Harleysville Branch (New Build) - Harleysville, PA
- Harleysville, PA (23 miles from Allentown, PA)
- 3 days ago
- Harleysville, PA (23 miles from Allentown, PA)
- 3 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Bilingual Spanish Personal Banker Bilingual Spanish Personal Banker
- Easton, PA (15 miles from Allentown, PA)
- 7 days ago
- Easton, PA (15 miles from Allentown, PA)
- 7 days ago
Bilingual Spanish Personal Banker PNC Financial Services Group 3.6 ( ) Easton, PA Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive management...
Personal Banker Hunterdon Somerset County
- Phillipsburg, NJ (18 miles from Allentown, PA)
- 9 days ago
- Phillipsburg, NJ (18 miles from Allentown, PA)
- 9 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....
Bilingual Spanish Personal Banker
- Easton, PA (11 miles from Allentown, PA)
- 10 days ago
- Easton, PA (11 miles from Allentown, PA)
- 10 days ago
Leveraging Technology, Proactive Sales Competencies Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending...
- Harleysville, PA (23 miles from Allentown, PA)
- 23 days ago
- Harleysville, PA (23 miles from Allentown, PA)
- 23 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Personal Banker: Bethlehem Branch
- Bethlehem, PA (5 miles from Allentown, PA)
- 27 days ago
- Bethlehem, PA (5 miles from Allentown, PA)
- 27 days ago
Fidelity Bank is a relationship-driven, community bank seeking Personal Bankers located in the Scranton area and Lackawanna County....
- Souderton, PA (22 miles from Allentown, PA)
- 30+ days ago
- Souderton, PA (22 miles from Allentown, PA)
- 30+ days ago
As a(n) Personal Banker within PNC's retail organization, you will be based in Philadelphia, PA at the Somerton Branch....
Leveraging Technology, Proactive Sales Competencies Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending...
- Harleysville, PA (23 miles from Allentown, PA)
- 45+ days ago
- Harleysville, PA (23 miles from Allentown, PA)
- 45+ days ago
Function Incumbent will create and manage the customer experience by determining the types of accounts and/or services needed to meet their individual financial needs. Incumbent will drive sales...
- Harleysville, PA (23 miles from Allentown, PA)
- 60+ days ago
- Harleysville, PA (23 miles from Allentown, PA)
- 60+ days ago
Job Overview Incumbent will create and manage the customer experience by determining the types of accounts and/or services needed to meet their individual financial needs. Incumbent will drive...
Personal Banker II - Northern Division
- Harleysville, PA (23 miles from Allentown, PA)
- 60+ days ago
- Harleysville, PA (23 miles from Allentown, PA)
- 60+ days ago
Function This position can be based out of any of our branches in the Northern Division. The branches include, East Norriton, West Norriton, Pottstown, Warminster, Limerick, Lansdale,...
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 Allentown, PA
Moving to Allentown, PA? Find some basic demographic data about Allentown, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Allentown, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Allentown, PA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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