Personal Banker Jobs in Pittsburgh, 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.
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....
Job Description The Personal Banker II plays a key role in providing exceptional customer service and building lasting relationships with clients....
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 (6 miles from Pittsburgh, PA)
- 6 days ago
- Pittsburgh, PA (6 miles from Pittsburgh, PA)
- 6 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...
Private Client Financial Advisor - Monroeville, PA
- Monroeville, PA (7 miles from Pittsburgh, PA)
- 7 days ago
- Monroeville, PA (7 miles from Pittsburgh, PA)
- 7 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Private Client Banker - Monroeville Branch - Monroeville, PA
- Monroeville, PA (7 miles from Pittsburgh, PA)
- 9 days ago
- Monroeville, PA (7 miles from Pittsburgh, PA)
- 9 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...
Job Description The Personal Banker Supervisor plays a key role in delivering exceptional customer service and strengthening customer relationships....
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 (7 miles from Pittsburgh, PA)
- 24 days ago
- Monroeville, PA (7 miles from Pittsburgh, PA)
- 24 days ago
As a Personal Banker within PNC's Retail Branch Banking organization, Miracle Mile Branch, you will be based in Monroeville, PA....
Job Description The Personal Banker I plays a vital role in delivering exceptional customer service and fostering strong customer relationships....
- McMurray, PA (15 miles from Pittsburgh, PA)
- 26 days ago
- McMurray, PA (15 miles from Pittsburgh, PA)
- 26 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...
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
- 30+ days ago
- Pittsburgh, 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...
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...
Demographic Data for Pittsburgh, PA
Moving to Pittsburgh, PA? Find some basic demographic data about Pittsburgh, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Pittsburgh, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Pittsburgh, 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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