Personal Banker Jobs in Bethlehem, 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.
- Easton, PA (13 miles from Bethlehem, PA)
- 8 days ago
- Easton, PA (13 miles from Bethlehem, PA)
- 8 days ago
Fidelity Bank is a relationship-driven, community bank seeking Personal Bankers located in the Scranton area and Lackawanna County....
- Washington, NJ (22 miles from Bethlehem, PA)
- 10 days ago
- Washington, NJ (22 miles from Bethlehem, PA)
- 10 days ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
We're hiring a Personal Banker to join our Team. This person is responsible for developing and maintaining a personal portfolio of prospects and customers and delivering exceptional service....
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Financial Advisor-Doylestown/Jamison, PA area
- Doylestown, PA (22 miles from Bethlehem, PA)
- 45+ days ago
- Doylestown, PA (22 miles from Bethlehem, PA)
- 45+ days ago
management business development techniques, products, services and overall industry Proven ability to achieve sales goals Proficient with retail and small business banking Proven ability to establish...
Private Client Banker - Greater Lehigh Valley Market - Easton, PA
- Easton, PA (13 miles from Bethlehem, PA)
- 60+ days ago
- Easton, PA (13 miles from Bethlehem, PA)
- 60+ days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Personal Banker (Float) - Central Region - Full-time
- Allentown, PA (5 miles from Bethlehem, PA)
- 90+ days ago
- Allentown, PA (5 miles from Bethlehem, PA)
- 90+ days ago
office conditions in a retail-banking establishment....
- Allentown, PA (5 miles from Bethlehem, PA)
- 90+ days ago
- Allentown, PA (5 miles from Bethlehem, PA)
- 90+ days ago
Through its relationship with CUSO Financial Services, L. P. (CFS) First Commonwealth Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its...
Financial Advisor - Kutztown, PA
- Kutztown, PA (21 miles from Bethlehem, PA)
- 90+ days ago
- Kutztown, PA (21 miles from Bethlehem, PA)
- 90+ days ago
Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them...
Demographic Data for Bethlehem, PA
Moving to Bethlehem, PA? Find some basic demographic data about Bethlehem, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Bethlehem, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Bethlehem, 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
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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