Personal Banker Jobs in Homestead, 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 (2 miles from Homestead, PA)
- 5 hours ago
- Pittsburgh, PA (2 miles from Homestead, PA)
- 5 hours ago
About MassMutual Pittsburgh MassMutual Pittsburgh is a comprehensive financial planning and wealth management firm dedicated to developing strategies to help our clients create, grow and protect wealth...
- Pittsburgh, PA (2 miles from Homestead, PA)
- 5 hours ago
- Pittsburgh, PA (2 miles from Homestead, PA)
- 5 hours ago
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help...
- Pittsburgh, PA (2 miles from Homestead, PA)
- 5 hours ago
- Pittsburgh, PA (2 miles from Homestead, PA)
- 5 hours ago
Financial Advisor - Prudential Advisors Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated...
- Pittsburgh, PA (2 miles from Homestead, PA)
- 2 days ago
- Pittsburgh, PA (2 miles from Homestead, PA)
- 2 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Financial Advisor, Wealth Management
- Pittsburgh, PA (2 miles from Homestead, PA)
- 3 days ago
- Pittsburgh, PA (2 miles from Homestead, PA)
- 3 days ago
Job Description Dollar Bank, Pittsburgh's oldest financial institution, is hiring for a financial advisor. You will be responsible for providing discretionary investment guidance for businesses...
- Cranberry Township, PA (23 miles from Homestead, PA)
- 9 days ago
- Cranberry Township, PA (23 miles from Homestead, PA)
- 9 days ago
Financial Advisor - Prudential Advisors Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated...
- United, PA (24 miles from Homestead, PA)
- 11 days ago
- United, PA (24 miles from Homestead, PA)
- 11 days ago
Client Relationship Manager **General Information** Req # WD00080694 Career area: Sales Country/Region: United States of America State: North Carolina City: Morrisville Date: Thursday, April 24,...
Personal Banker Associate I - Greensburg Main
- Greensburg, PA (20 miles from Homestead, PA)
- 13 days ago
- Greensburg, PA (20 miles from Homestead, PA)
- 13 days ago
Banker job family....
- Pittsburgh, PA (2 miles from Homestead, PA)
- 13 days ago
- Pittsburgh, PA (2 miles from Homestead, PA)
- 13 days ago
Personal Banker Job Poster : Jobs Skills:Personal Banker, customer rep | Location: Pittsburgh, Pennsylvania, United States Of America Views:7 One of our client (regional bank) is looking for personal...
- Bellevue, PA (11 miles from Homestead, PA)
- 14 days ago
- Bellevue, PA (11 miles from Homestead, PA)
- 14 days ago
Job Description The Associate Financial Advisor is responsible for the development of new business and retention of existing relationships while creating and maintaining relationships with centers...
- Ingomar, PA (15 miles from Homestead, PA)
- 14 days ago
- Ingomar, PA (15 miles from Homestead, PA)
- 14 days ago
Location: 9605 Harmony Drive - Ingomar, Pennsylvania 15127 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Private Client Banker - NE Pittsburgh Market - Pittsburgh, PA
- Pittsburgh, PA (2 miles from Homestead, PA)
- 18 days ago
- Pittsburgh, PA (2 miles from Homestead, PA)
- 18 days ago
JobID: 210599225 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-04-22T12:30:00+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
- Cranberry Twp, PA (23 miles from Homestead, PA)
- 21 days ago
- Cranberry Twp, PA (23 miles from Homestead, PA)
- 21 days ago
selling of new and existing Retail banking relationships....
- Monroeville, PA (6 miles from Homestead, PA)
- 30+ days ago
- Monroeville, PA (6 miles from Homestead, PA)
- 30+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Financial Advisor - Lewisburg/Williamsport, PA
- Pittsburgh, PA (2 miles from Homestead, PA)
- 45+ days ago
- Pittsburgh, PA (2 miles from Homestead, PA)
- 45+ 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...
Demographic Data for Homestead, PA
Moving to Homestead, PA? Find some basic demographic data about Homestead, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Homestead, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Homestead, 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
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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