Personal Banker Jobs in Marietta, 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.
Prudential Advisors is looking for an experienced financial professional in the Cincinnati- Dayton area that is interested in working with Prudential existing clients base. This exciting position...
Financial Advisor - Parkersburg - Securities Administration
- Marietta, OH
- 28 days ago
- Marietta, OH
- 28 days ago
Bankers and branch employees.OTHER REQUIREMENTS:Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere...
Financial Advisor - Parkersburg - Securities Administration
- Parkersburg, WV (15 miles from Marietta, OH)
- 30+ days ago
- Parkersburg, WV (15 miles from Marietta, OH)
- 30+ days ago
Coach and train Senior and Licensed Personal Bankers and branch employees....
banking with accountability to attract new relationships and retain existing relationships.Job Duties:Responsible for proactively meeting customer financial needs through direct sales and referrals...
Demographic Data for Marietta, OH
Moving to Marietta, OH? Find some basic demographic data about Marietta, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Marietta, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Marietta, 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
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