Personal Banker Jobs in Lahaska, 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 Conshohocken Branch
- Conshohocken, PA (23 miles from Lahaska, PA)
- 1 day ago
- Conshohocken, PA (23 miles from Lahaska, PA)
- 1 day 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....
Virtual Financial Advisor - Greater Philadelphia
- Conshohocken, PA (23 miles from Lahaska, PA)
- 2 days ago
- Conshohocken, PA (23 miles from Lahaska, PA)
- 2 days ago
The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele....
Private Client Relationship Manager
- Flourtown, PA (19 miles from Lahaska, PA)
- 2 days ago
- Flourtown, PA (19 miles from Lahaska, PA)
- 2 days ago
. + 3 - 5 years of banking, wealth management or other relevant equivalent experience. + Experience working with affluent and high net worth clients. + A minimum of two licenses required: SIE, Series...
- Bethlehem, PA (24 miles from Lahaska, PA)
- 5 days ago
- Bethlehem, PA (24 miles from Lahaska, PA)
- 5 days ago
Fidelity Bank is a relationship-driven, community bank seeking Personal Bankers located in the Scranton area and Lackawanna County....
Private Client Banker - Doylestown Pointe Plaza (New Build) - Warrington, PA
- Warrington, PA (8 miles from Lahaska, PA)
- 6 days ago
- Warrington, PA (8 miles from Lahaska, PA)
- 6 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 - Doylestown, PA
- Doylestown, PA (6 miles from Lahaska, PA)
- 8 days ago
- Doylestown, PA (6 miles from Lahaska, PA)
- 8 days ago
Position Summary: The Personal Banker will be responsible for assisting customers in a dual role function....
- Dresher, PA (15 miles from Lahaska, PA)
- 8 days ago
- Dresher, PA (15 miles from Lahaska, PA)
- 8 days ago
This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors....
- Hamilton, NJ (17 miles from Lahaska, PA)
- 9 days ago
- Hamilton, NJ (17 miles from Lahaska, PA)
- 9 days ago
As a branch banker within PNC's retail banking organization, you will be based in Hamilton, NJ....
- Hamilton, NJ (20 miles from Lahaska, PA)
- 9 days ago
- Hamilton, NJ (20 miles from Lahaska, PA)
- 9 days ago
As a branch banker within PNC's retail banking organization, you will be based in Hamilton, NJ....
- Riverton, NJ (23 miles from Lahaska, PA)
- 11 days ago
- Riverton, NJ (23 miles from Lahaska, PA)
- 11 days ago
We offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts....
- Center Valley, PA (23 miles from Lahaska, PA)
- 15 days ago
- Center Valley, PA (23 miles from Lahaska, PA)
- 15 days ago
As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and...
Private Client Banker - New Hope, PA (New Build)
- New Hope, PA (1 mile from Lahaska, PA)
- 17 days ago
- New Hope, PA (1 mile from Lahaska, PA)
- 17 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...
Client Relationship Manager - Insurance - New Jersey
- Whitehouse, NJ (24 miles from Lahaska, PA)
- 19 days ago
- Whitehouse, NJ (24 miles from Lahaska, PA)
- 19 days ago
Client Relationship Manager Overview Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. CRM will serve as the primary point of contact...
- Fruitville, PA (24 miles from Lahaska, PA)
- 25 days ago
- Fruitville, PA (24 miles from Lahaska, PA)
- 25 days ago
As a Personal Banker within PNC's Retail Branch Banking organization, Fruitville Corner Branch, you will be based in Lancaster, PA....
Private Client Banker - Northeast PA Market Hire - Spring House, PA
- Spring House, PA (15 miles from Lahaska, PA)
- 26 days ago
- Spring House, PA (15 miles from Lahaska, PA)
- 26 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 Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lahaska, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lahaska, 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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