4 personal banker jobs found in Bethlehem

The Relationship Manager (RM) serves as a strategic partner and primary point of contact for a select group of high-value financial advisors. This role delivers proactive, high-touch support, owns complex service and operational inquiries end-to-end, and ensures a seamless advisor experience. You will Build and maintain strong advisor relationships through proactive outreach Own escalations from initiation to resolution Coordinate cross-functional stakeholders (Operations, Compliance, Technology, etc.) Provide expertise on broker-dealer and advisory operations Identify trends and suggest process improvements Deliver clear, structured communication and follow-through Required Qualifications 3+ years of client service or relationship management experience NetX 360 or similar platform experience Financial services or broker-dealer experience Strong ownership and accountability Ability to manage complex issues and ambiguity Highly...

In the Business Intelligence Lead role, the individual will lead and develop data & BI solutions for Group Insurance. This involves working with business leaders on project requirements, solution design, and end-to-end development to drive actionable insights and data-driven decision making. This includes technical data analysis and development in the data lake and source systems, as well as development of highly interactive dashboards and visualizations, and related ad hoc reporting needs. They will also oversee and guide BI & data resources across the delivery lifecycle to ensure consistency and end-to-end quality. Further responsibilities include: Design and develop scalable reports and dashboards built on standard data structures, delivering actionable insights and enabling data-driven decision making across the business Partner closely with stakeholders across Technology, Enterprise Data, Enterprise Analytics, and business teams to understand needs, prioritize...

Guardian’s Group Distribution Compensation team is seeking a highly motivated individual ready to further their career as a Sales Compensation Analyst, Strategy in 2026!  We are looking for an avid learner with a “can do” attitude who is enthusiastic about leveraging data analytics to provide business insights and drive sales results through innovative incentive compensation programs. The ideal candidate will possess strong analytical, process, and interpersonal skills, and will be eager to embrace AI-powered tools to enhance accuracy, efficiency, and collaboration in their daily work. This individual will support all facets of incentive compensation strategy and design - including designing, modeling, goal setting, analysis, and communicating incentive compensation for our internal and external Group Sales Distribution team. You Are A naturally curious, data-driven thinker who enjoys uncovering insights and translating complex analysis into clear,...

The Broker Dealer Operations Specialist plays a central role in delivering world‑class customer and transaction servicing for alternative investment products. The role supports end‑to‑end operations from onboarding through transactions, reconciliation, and servicing requests. You are A consummate professional with excellent verbal and written communication skills Self-motivated and goal-oriented Patient, empathetic, diligent, and able to work independently in a team environment You will Serve as the SME and primary contact for Alternative Investments operational inquiries and daily processing. Develop an in‑depth understanding of iCapital platform interfaces and order entry within NetX360 to enable seamless fund launches, recurring client activities, and overall book health. Execute operations deliverables on recurring platforms; manage daily workflows and queues to meet service levels with a client‑first approach. Assist in systems testing and...