Personal Banker Jobs in Houston, 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.
US Experienced Financial Advisor
- Pittsburgh, PA (18 miles from Houston, PA)
- 16 hours ago
- Pittsburgh, PA (18 miles from Houston, PA)
- 16 hours ago
We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model....
- Pittsburgh, PA (18 miles from Houston, PA)
- 1 day ago
- Pittsburgh, PA (18 miles from Houston, PA)
- 1 day ago
Job Description The Personal Banker II plays a key role in providing exceptional customer service and building lasting relationships with clients....
Financial Advisor - Retirement Planner
- Pittsburgh, PA (18 miles from Houston, PA)
- 3 days ago
- Pittsburgh, PA (18 miles from Houston, PA)
- 3 days ago
Golden Reserve is looking for an experienced financial retirement planner. We know the challenges you face to make it in the financial industry. Particularly, if you dont inherit a book of...
- Pittsburgh, PA (19 miles from Houston, PA)
- 7 days ago
- Pittsburgh, PA (19 miles from Houston, PA)
- 7 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...
Merrill Market Client Relationship Manager
- Pittsburgh, PA (18 miles from Houston, PA)
- 8 days ago
- Pittsburgh, PA (18 miles from Houston, PA)
- 8 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....
Personal Banker Supervisor, McKeesport
- Pittsburgh, PA (18 miles from Houston, PA)
- 19 days ago
- Pittsburgh, PA (18 miles from Houston, PA)
- 19 days ago
Job Description The Personal Banker Supervisor plays a key role in delivering exceptional customer service and strengthening customer relationships....
Client Relationship Manager - Retirement
- Pittsburgh, PA (18 miles from Houston, PA)
- 22 days ago
- Pittsburgh, PA (18 miles from Houston, PA)
- 22 days ago
Together we fight for everyones opportunity for a better financial future. We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand up...
Remote Work- Pittsburgh, PA (18 miles from Houston, PA)
- 26 days ago
- Pittsburgh, PA (18 miles from Houston, PA)
- 26 days ago
Job Description The Personal Banker I plays a vital role in delivering exceptional customer service and fostering strong customer relationships....
- McMurray, PA (3 miles from Houston, PA)
- 27 days ago
- McMurray, PA (3 miles from Houston, PA)
- 27 days ago
Location: 4073 Washington Road - McMurray, Pennsylvania 15317 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Financial Advisor - PNC Investments
- Pittsburgh, PA (18 miles from Houston, PA)
- 30+ days ago
- Pittsburgh, PA (18 miles from Houston, PA)
- 30+ 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 (18 miles from Houston, PA)
- 30+ days ago
- Pittsburgh, PA (18 miles from Houston, PA)
- 30+ 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 (18 miles from Houston, PA)
- 30+ days ago
- Pittsburgh, PA (18 miles from Houston, PA)
- 30+ 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...
- Coraopolis, PA (17 miles from Houston, PA)
- 30+ days ago
- Coraopolis, PA (17 miles from Houston, PA)
- 30+ days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Merrill Experienced Financial Advisor
- Pittsburgh, PA (18 miles from Houston, PA)
- 45+ days ago
- Pittsburgh, PA (18 miles from Houston, PA)
- 45+ 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....
Financial Advisor, Wealth Management
- Pittsburgh, PA (18 miles from Houston, PA)
- 60+ days ago
- Pittsburgh, PA (18 miles from Houston, PA)
- 60+ 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...
Demographic Data for Houston, PA
Moving to Houston, PA? Find some basic demographic data about Houston, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Houston, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Houston, 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
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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