Personal Banker Jobs in Lexington, 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.
- Ashland, OH (18 miles from Lexington, OH)
- 5 days ago
- Ashland, OH (18 miles from Lexington, OH)
- 5 days ago
Description Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate....
- Plymouth, OH (22 miles from Lexington, OH)
- 15 days ago
- Plymouth, OH (22 miles from Lexington, OH)
- 15 days ago
The PB I also provides sales, service and operational support to the retail banking team....
- Shelby, OH (15 miles from Lexington, OH)
- 15 days ago
- Shelby, OH (15 miles from Lexington, OH)
- 15 days ago
The PB I also provides sales, service and operational support to the retail banking team....
- Mount Vernon, OH (20 miles from Lexington, OH)
- 23 days ago
- Mount Vernon, OH (20 miles from Lexington, OH)
- 23 days ago
The University seeks a full-time, 12-month, Student Financial Advisor for its Student Financial Services office on the Mount Vernon main campus. The position reports to the Director of Student...
/21416/c454b940-fc97-49b0-8aef-fb94fb6ab953.png&z=8&s=BNK&ih_t=3%2F16%2F2025+5%3A11%3A06+AM&utm_medium=internal%20referrer&utm_campaign=affiliate_uwm_ms-data-science&utm_content=university-of-wisconsin--milwaukee&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
Financial Advisor - Ashland/Richland Counties, OH
- Ashland, OH (18 miles from Lexington, OH)
- 30+ days ago
- Ashland, OH (18 miles from Lexington, OH)
- 30+ days ago
Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them...
- Greenwich, OH (21 miles from Lexington, OH)
- 60+ days ago
- Greenwich, OH (21 miles from Lexington, OH)
- 60+ days ago
Position Purpose: A Personal Banker II (PB II) is responsible for maintaining and building customer relationships by providing an exceptional customer experience....
Demographic Data for Lexington, OH
Moving to Lexington, OH? Find some basic demographic data about Lexington, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lexington, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lexington, 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
- 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
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 »