6 personal banker jobs found in Bethlehem, PA

The Senior Customer Specialist serves as a trusted escalation resource and relationship builder for the Park Avenue Wealth Management Customer Service Desk. This individual is responsible for supporting complex advisor, client, and internal partner inquiries, acting as the first point of contact for escalations, and ensuring that each interaction is handled with accuracy, empathy, professionalism, and ownership. This role is designed for an experienced service professional who can navigate complex situations, build trust with advisors and internal stakeholders, identify recurring service trends, and partner with team leaders to improve training, procedures, and operational effectiveness. The Senior Customer Specialist helps create meaningful service experiences that reinforce confidence in the Wealth Management Customer Service Desk and strengthen relationships across Park Avenue Wealth Management. Key Responsibilities Escalation and Complex Issue Management Serve as...

Description The Principal Engineer – Annuity Platforms & Transformation serves as technology people leader responsible for driving solution design, architecture and technology direction across Guardian's Annuity technology ecosystem. This role operates at the intersection of business strategy, architecture, engineering execution, and technology transformation, ensuring annuity platforms evolve to support Guardian's long-term growth objectives and 2030 technology strategy. The Principal Engineer will provide technical leadership and solutions across the full annuity value chain, including: New Business & Illustrations Policy Administration Servicing & Operations Distribution & Partner Integrations Data & Analytics Digital Experiences Integration Platforms & Enterprise Services This role partners closely with business leaders, product managers, enterprise architects, engineering teams, and external technology partners to define future-state...

We are seeking a Wellness Product Leader, you are responsible for developing and managing Guardian’s wellness solutions with the goal of delivering on the diverse and evolving physical, financial, and emotional well-being needs of our customers, members, and their families. This Product Leader will manage a specialized team that will be accountable to building and managing portfolio of wellness solutions through organic design and external partnerships. The alignment and integration between this wellness ecosystem and Guardian’s core non-medical group benefits products and services will be critical. You are A highly motivated individual who is passionate about helping people through life’s challenges, thrives in a fast-paced environment, unafraid to roll up your sleeves, and has a track record of success in product management leadership roles. A savvy, strategic businessperson with an understanding of disability, absence, life, supplemental health and state paid leave...

Are you passionate about helping people during important moments in their lives? Guardian is seeking Customer Service Representatives to join our award-winning Contact Center team. In this role, you will serve as a trusted resource for policyholders, helping customers navigate life insurance coverage, policy administration, payments, and account updates while delivering a professional, empathetic, and accurate service experience. This is an opportunity to build a meaningful career with a company committed to your professional growth, development, and success. What It is Like to Work for Guardian   While customers are at the center of a service-oriented business, at Guardian we believe our employees should receive the same attention, care, and support. In addition to a competitive benefits package, we are intentional about creating an environment where employees feel valued, supported, and equipped to succeed. At Guardian, you will find development opportunities...

As a Product Owner, Wealth Management you will be responsible for translating the product vision and strategy into actionable tasks, ensuring alignment with customer needs and organizational goals. The Product Owner role involves close collaboration with various stakeholders to clarify requirements, prioritize tasks, and maintain up-to-date product documentation. The Product Owner will track progress to ensure timely delivery, participate in Agile ceremonies, and continuously learn Agile product management practices under the guidance of a senior Product Owner. You will Develop and manage the product backlog, ensuring it aligns with the overall product vision and strategy Collaborate with cross-functional teams to gather and refine requirements, ensuring they are well-documented and prioritized Maintain clear and up-to-date product documentation, including user stories, acceptance criteria, and meeting notes Monitor the progress of product development, ensuring...

As a Senior Product Owner, Wealth Management, you will be responsible for defining, prioritizing, and driving product capabilities that support the Wealth Management business and enable a more intuitive, efficient, and valuable experience. This role serves as a critical connection point between business strategy, field/advisor needs, operational processes, technology delivery, data capabilities, and third-party platform partners. This role requires strong product ownership discipline, deep collaboration skills, and the ability to balance competing stakeholder needs while helping drive alignment, priorities, decisions, and execution. You will Translate product vision and business strategy into a prioritized backlog, clear requirements, user stories, acceptance criteria, and delivery priorities aligned to business, customer, and enterprise goals. Partner with Product Managers, Technology Leads, business stakeholders, operations, data, compliance, and third-party...