Personal Banker Jobs in Avon Lake, OH
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.
- Cleveland, OH (16 miles from Avon Lake, OH)
- 2 days ago
- Cleveland, OH (16 miles from Avon Lake, OH)
- 2 days ago
Job Description Position Summary: The Personal Banker II plays a key role in providing exceptional customer service and building lasting relationships with clients....
Financial Advisor-PNC Investments
- North Ridgeville, OH (10 miles from Avon Lake, OH)
- 3 days ago
- North Ridgeville, OH (10 miles from Avon Lake, OH)
- 3 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...
- Cleveland, OH (16 miles from Avon Lake, OH)
- 5 days ago
- Cleveland, OH (16 miles from Avon Lake, OH)
- 5 days ago
Personal Bankers receive comprehensive training and resources to identify referral opportunities and enhance customer relationships....
- Cleveland, OH (16 miles from Avon Lake, OH)
- 5 days ago
- Cleveland, OH (16 miles from Avon Lake, OH)
- 5 days ago
Position Summary:** The Personal Banker II plays a key role in providing exceptional customer service and building lasting relationships with clients....
Personal Banker Supervisor - OMJ CC
- Cleveland, OH (16 miles from Avon Lake, OH)
- 6 days ago
- Cleveland, OH (16 miles from Avon Lake, OH)
- 6 days ago
Position Summary: The Personal Banker Supervisor plays a key role in delivering exceptional customer service and strengthening customer relationships....
Personal Banker - North Olmsted
- North Olmsted, OH (7 miles from Avon Lake, OH)
- 8 days ago
- North Olmsted, OH (7 miles from Avon Lake, OH)
- 8 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
HFA Financial Advisor Senior - Branch
- Westlake, OH (5 miles from Avon Lake, OH)
- 9 days ago
- Westlake, OH (5 miles from Avon Lake, OH)
- 9 days ago
Description Summary: The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become...
Remote Work- Avon, OH (3 miles from Avon Lake, OH)
- 9 days ago
- Avon, OH (3 miles from Avon Lake, OH)
- 9 days ago
selling of new and existing Retail banking relationships....
- Vermilion, OH (15 miles from Avon Lake, OH)
- 10 days ago
- Vermilion, OH (15 miles from Avon Lake, OH)
- 10 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Licensed Private Client Banker - Pearl & Smith
- Middleburg Heights, OH (13 miles from Avon Lake, OH)
- 12 days ago
- Middleburg Heights, OH (13 miles from Avon Lake, OH)
- 12 days ago
Location: 6912 Pearl Road - Middleburg Heights, Ohio 44130 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Licensed Private Client Banker - Brunswick
- Brunswick, OH (20 miles from Avon Lake, OH)
- 12 days ago
- Brunswick, OH (20 miles from Avon Lake, OH)
- 12 days ago
Location: 3680 Center Road - Brunswick, Ohio 44212 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker...
- Parma, OH (16 miles from Avon Lake, OH)
- 14 days ago
- Parma, OH (16 miles from Avon Lake, OH)
- 14 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
- Cleveland, OH (16 miles from Avon Lake, OH)
- 15 days ago
- Cleveland, OH (16 miles from Avon Lake, OH)
- 15 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Financial Advisor - PNC Invesments
- Cleveland, OH (16 miles from Avon Lake, OH)
- 16 days ago
- Cleveland, OH (16 miles from Avon Lake, OH)
- 16 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...
- Middleburg Heights, OH (13 miles from Avon Lake, OH)
- 16 days ago
- Middleburg Heights, OH (13 miles from Avon Lake, OH)
- 16 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Demographic Data for Avon Lake, OH
Moving to Avon Lake, OH? Find some basic demographic data about Avon Lake, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Avon Lake, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Avon Lake, OH 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
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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