Personal Banker Jobs in Oakmont, 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.
- Moon Township, PA (19 miles from Oakmont, PA)
- 18 hours ago
- Moon Township, PA (19 miles from Oakmont, PA)
- 18 hours ago
Job Summary: Provides technical direction, project leadership, and coordination of effort among financial work groups for analysis of diverse business proposals, development of business...
- Penn Hills, PA (4 miles from Oakmont, PA)
- 19 hours ago
- Penn Hills, PA (4 miles from Oakmont, PA)
- 19 hours ago
Work Location: 12262 Frankstown Rd Pittsburgh, PA 15235 Work Hours: Monday - Thursday 8:30 am - 5:00 pm Friday 8:30 am - 6:00 pm Saturday 9:00 am - 12:00 pm (Must be flexible around branch hours)....
- Bridgeville, PA (19 miles from Oakmont, PA)
- 2 days ago
- Bridgeville, PA (19 miles from Oakmont, PA)
- 2 days ago
Leveraging Technology, Proactive Sales Competencies Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending...
Personal Banker Bilingual Spanish
- Pittsburgh, PA (11 miles from Oakmont, PA)
- 3 days ago
- Pittsburgh, PA (11 miles from Oakmont, PA)
- 3 days ago
Leveraging Technology, Proactive Sales Competencies Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending...
- Sewickley, PA (17 miles from Oakmont, PA)
- 4 days ago
- Sewickley, PA (17 miles from Oakmont, PA)
- 4 days ago
Job Description What is the opportunity? The objective of the Associate Financial Advisor role is to participate in and successfully complete the licensing process and gain industry experience in...
- Pittsburgh, PA (11 miles from Oakmont, PA)
- 8 days ago
- Pittsburgh, PA (11 miles from Oakmont, PA)
- 8 days ago
For over 78 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the...
- Pittsburgh, PA (11 miles from Oakmont, PA)
- 10 days ago
- Pittsburgh, PA (11 miles from Oakmont, PA)
- 10 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Pittsburgh, PA (11 miles from Oakmont, PA)
- 13 days ago
- Pittsburgh, PA (11 miles from Oakmont, PA)
- 13 days ago
Banker I or a Personal Banker II, depending on experience and education....
- Sewickley, PA (17 miles from Oakmont, PA)
- 15 days ago
- Sewickley, PA (17 miles from Oakmont, PA)
- 15 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Financial Advisor - PNC Investments Financial Advisor - PNC Investments
- Pittsburgh, PA (11 miles from Oakmont, PA)
- 15 days ago
- Pittsburgh, PA (11 miles from Oakmont, PA)
- 15 days ago
Financial Advisor - PNC Investments PNC Financial Services Group 3.6 ( ) Pittsburgh, PA Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive...
- Pittsburgh, PA (11 miles from Oakmont, PA)
- 15 days ago
- Pittsburgh, PA (11 miles from Oakmont, PA)
- 15 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Private Client Banker - Walnut Street Shadyside Branch - Pittsburgh, PA
- Pittsburgh, PA (11 miles from Oakmont, PA)
- 23 days ago
- Pittsburgh, PA (11 miles from Oakmont, PA)
- 23 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker I - East Georgia Region
- Pittsburgh, PA (11 miles from Oakmont, PA)
- 24 days ago
- Pittsburgh, PA (11 miles from Oakmont, PA)
- 24 days ago
Banker job family....
- Monroeville, PA (8 miles from Oakmont, PA)
- 30+ days ago
- Monroeville, PA (8 miles from Oakmont, PA)
- 30+ days ago
ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending...
Team Based Financial Advisor - Todd Financial
- Monroeville, PA (8 miles from Oakmont, PA)
- 30+ days ago
- Monroeville, PA (8 miles from Oakmont, PA)
- 30+ days ago
In office 5 days a week- flexible between the two offices: o 1736 Ferguson Rd, Allison Park, PA 15101-3202 o 2790 Mosside Blvd. Suite 415, Monroeville, PA 15146 Team-Based Financial Advisor Our...
Demographic Data for Oakmont, PA
Moving to Oakmont, PA? Find some basic demographic data about Oakmont, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Oakmont, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Oakmont, PA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Account Opening
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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