Personal Banker Jobs in Moon Township, 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 Supervisor, McKeesport
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 9 days ago
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 9 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 Moon Township, PA)
- 11 days ago
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 11 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- Monroeville, PA (23 miles from Moon Township, PA)
- 14 days ago
- Monroeville, PA (23 miles from Moon Township, PA)
- 14 days ago
As a Personal Banker within PNC's Retail Branch Banking organization, Miracle Mile Branch, you will be based in Monroeville, PA....
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 16 days ago
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 16 days ago
Job Description The Personal Banker I plays a vital role in delivering exceptional customer service and fostering strong customer relationships....
- McMurray, PA (16 miles from Moon Township, PA)
- 16 days ago
- McMurray, PA (16 miles from Moon Township, PA)
- 16 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 Moon Township, PA)
- 19 days ago
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 19 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...
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 24 days ago
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 24 days ago
As a Personal Banker within PNC's Retail Branch Banking organization, Penn Hills Rodi Road Branch Office, you will be based in Pittsburgh, PA....
Team Based Financial Advisor - Todd Financial
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 24 days ago
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 24 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...
- Cranberry Township, PA (14 miles from Moon Township, PA)
- 26 days ago
- Cranberry Township, PA (14 miles from Moon Township, PA)
- 26 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 30+ days ago
- Pittsburgh, PA (18 miles from Moon Township, 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...
Merrill Experienced Financial Advisor
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 30+ days ago
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 30+ 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 Moon Township, PA)
- 45+ days ago
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 45+ 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...
Private Client Financial Advisor - Pittsburgh, PA
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 90+ days ago
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 90+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Financial Advisor - Lewisburg/Williamsport, PA
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 90+ days ago
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 90+ 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...
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 90+ days ago
- Pittsburgh, PA (18 miles from Moon Township, PA)
- 90+ days ago
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
Demographic Data for Moon Township, PA
Moving to Moon Township, PA? Find some basic demographic data about Moon Township, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Moon Township, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Moon Township, 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
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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