Personal Banker Jobs in Mentor, 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.
Private Client Relationship Manager
- Mayfield Heights, OH (14 miles from Mentor, OH)
- 10 hours ago
- Mayfield Heights, OH (14 miles from Mentor, OH)
- 10 hours ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
- Cleveland, OH (22 miles from Mentor, OH)
- 3 days ago
- Cleveland, OH (22 miles from Mentor, OH)
- 3 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....
- Cleveland, OH (22 miles from Mentor, OH)
- 8 days ago
- Cleveland, OH (22 miles from Mentor, OH)
- 8 days ago
Help your clients with their financial goals, while you create a stronger future for yourself as a Financial Advisor with Vantage Financial Group, Inc & Cetera Advisor Networks LLC. You will...
- Cleveland, OH (22 miles from Mentor, OH)
- 11 days ago
- Cleveland, OH (22 miles from Mentor, OH)
- 11 days ago
Job Description Job Overview: The Personal Banker II plays a key role in providing exceptional customer service and building lasting relationships with clients....
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Personal Banker Supervisor, University Heights
- Cleveland, OH (22 miles from Mentor, OH)
- 11 days ago
- Cleveland, OH (22 miles from Mentor, OH)
- 11 days ago
Job Description Position Summary: The Personal Banker Supervisor plays a key role in delivering exceptional customer service and strengthening customer relationships....
Licensed Private Client Banker
- Cleveland, OH (22 miles from Mentor, OH)
- 13 days ago
- Cleveland, OH (22 miles from Mentor, OH)
- 13 days ago
Location:2731 77th Avenue SE - Mercer Island, Washington 98040-2800Job SummaryBe a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The...
Personal Banker I, University Heights
- Cleveland, OH (22 miles from Mentor, OH)
- 15 days ago
- Cleveland, OH (22 miles from Mentor, OH)
- 15 days ago
Personal Bankers receive comprehensive training and resources to identify referral opportunities and enhance customer relationships....
- Cleveland, OH (22 miles from Mentor, OH)
- 24 days ago
- Cleveland, OH (22 miles from Mentor, OH)
- 24 days ago
As a Branch Banker within PNC's Retail Banking organization, you will be based in Cleveland, Ohio at the Broadway-71st Street location....
- Cleveland, OH (22 miles from Mentor, OH)
- 24 days ago
- Cleveland, OH (22 miles from Mentor, OH)
- 24 days ago
As a Branch Banker within PNC's Retail Banking organization, you will be based in Cleveland, Ohio at the Broadway-71st Street location....
- Willoughby, OH (3 miles from Mentor, OH)
- 30+ days ago
- Willoughby, OH (3 miles from Mentor, OH)
- 30+ days ago
Banker job family....
- Aurora, OH (24 miles from Mentor, OH)
- 45+ days ago
- Aurora, OH (24 miles from Mentor, OH)
- 45+ days ago
Banker job family....
Merrill Market Client Relationship Manager
- Pepper Pike, OH (14 miles from Mentor, OH)
- 45+ days ago
- Pepper Pike, OH (14 miles from Mentor, OH)
- 45+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
- Pepper Pike, OH (14 miles from Mentor, OH)
- 45+ days ago
- Pepper Pike, OH (14 miles from Mentor, OH)
- 45+ days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
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- Aurora, OH (24 miles from Mentor, OH)
- 60+ days ago
- Aurora, OH (24 miles from Mentor, OH)
- 60+ days ago
selling of new and existing Retail banking relationships....
Demographic Data for Mentor, OH
Moving to Mentor, OH? Find some basic demographic data about Mentor, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Mentor, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Mentor, 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
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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