Personal Banker Jobs in Plum, 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.
Merrill Market Client Relationship Manager
- Pittsburgh, PA (11 miles from Plum, PA)
- 2 days ago
- Pittsburgh, PA (11 miles from Plum, PA)
- 2 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....
- Pittsburgh, PA (11 miles from Plum, PA)
- 2 days ago
- Pittsburgh, PA (11 miles from Plum, PA)
- 2 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 (23 miles from Plum, PA)
- 2 days ago
- Coraopolis, PA (23 miles from Plum, PA)
- 2 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Merrill Experienced Financial Advisor
- Pittsburgh, PA (11 miles from Plum, PA)
- 4 days ago
- Pittsburgh, PA (11 miles from Plum, PA)
- 4 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....
/23200/16829e2a-2dd1-4ebb-be91-cf4b27dc8d94.png&z=8&s=BNK&ih_t=5%2F30%2F2025+5%3A14%3A53+PM&utm_medium=internal%20referrer&utm_campaign=internal-ihire-formatting&utm_content=ihire&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
- Pittsburgh, PA (11 miles from Plum, PA)
- 5 days ago
- Pittsburgh, PA (11 miles from Plum, PA)
- 5 days ago
Financial Advisor Dollar Investment Services located at Dollar Bank Job Description Job Overview: The Financial Advisor is responsible for providing discretionary investment guidance for...
- Pittsburgh, PA (11 miles from Plum, PA)
- 5 days ago
- Pittsburgh, PA (11 miles from Plum, PA)
- 5 days ago
Job Description The Personal Banker II plays a key role in providing exceptional customer service and building lasting relationships with clients....
- White Oak, PA (11 miles from Plum, PA)
- 6 days ago
- White Oak, PA (11 miles from Plum, PA)
- 6 days ago
As a Personal Banker within PNC's Retail Branch Banking organization, White Oak Branch Office, you will be based in White Oak, PA....
Entry Level - Financial Advisor
- Pittsburgh, PA (11 miles from Plum, PA)
- 7 days ago
- Pittsburgh, PA (11 miles from Plum, PA)
- 7 days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
- Pittsburgh, PA (11 miles from Plum, PA)
- 14 days ago
- Pittsburgh, PA (11 miles from Plum, PA)
- 14 days ago
selling of new and existing Retail banking relationships....
- Verona, PA (4 miles from Plum, PA)
- 17 days ago
- Verona, PA (4 miles from Plum, PA)
- 17 days ago
Makes referrals to the Mortgage, Wealth Management, Financial Services, Business Banking, Elavon, Elan, Private Banking. Evergreen, Deluxe, etc....
Financial Advisor, Wealth Management
- Pittsburgh, PA (11 miles from Plum, PA)
- 26 days ago
- Pittsburgh, PA (11 miles from Plum, PA)
- 26 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...
- United, PA (22 miles from Plum, PA)
- 30+ days ago
- United, PA (22 miles from Plum, PA)
- 30+ days ago
Client Relationship Manager **General Information** Req # WD00080694 Career area: Sales Country/Region: United States of America State: North Carolina City: Morrisville Date: Thursday, April 24,...
Personal Banker Associate I - Greensburg Main
- Greensburg, PA (15 miles from Plum, PA)
- 30+ days ago
- Greensburg, PA (15 miles from Plum, PA)
- 30+ days ago
Banker job family....
- Pittsburgh, PA (11 miles from Plum, PA)
- 30+ days ago
- Pittsburgh, PA (11 miles from Plum, PA)
- 30+ days ago
Personal Banker Job Poster : Jobs Skills:Personal Banker, customer rep | Location: Pittsburgh, Pennsylvania, United States Of America Views:7 One of our client (regional bank) is looking for personal...
- Bellevue, PA (17 miles from Plum, PA)
- 30+ days ago
- Bellevue, PA (17 miles from Plum, PA)
- 30+ days ago
Job Description The Associate Financial Advisor is responsible for the development of new business and retention of existing relationships while creating and maintaining relationships with centers...
Demographic Data for Plum, PA
Moving to Plum, PA? Find some basic demographic data about Plum, PA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Plum, PA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Plum, PA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- 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
- Commercial Banking
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Client Services
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Inbound/Outbound Calling
- Relationship Management
- Customer Relations
- High School Diploma
- Listening
- Retail
- Business Development
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »