Personal Banker Jobs in New Albany, 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.
Financial Advisor - Certification Provided
- Dublin, OH (17 miles from New Albany, OH)
- 3 days ago
- Dublin, OH (17 miles from New Albany, OH)
- 3 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 05-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Worthington, OH (10 miles from New Albany, OH)
- 1 day ago
- Worthington, OH (10 miles from New Albany, OH)
- 1 day ago
GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers....
- Hilliard, OH (19 miles from New Albany, OH)
- 1 day ago
- Hilliard, OH (19 miles from New Albany, OH)
- 1 day ago
Location: 5390 Cemetery Road - Hilliard, Ohio 43026 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
- Columbus, OH (10 miles from New Albany, OH)
- 3 days ago
- Columbus, OH (10 miles from New Albany, OH)
- 3 days ago
Banker job family....
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- Westerville, OH (4 miles from New Albany, OH)
- 3 days ago
- Westerville, OH (4 miles from New Albany, OH)
- 3 days ago
As a(n) Personal Banker within PNC's Retail Branch organization, you will be based in Westerville, OH....
Client Advisor / Financial Advisor / Financial Planner
- Columbus, OH (10 miles from New Albany, OH)
- 3 days ago
- Columbus, OH (10 miles from New Albany, OH)
- 3 days ago
Title: Client Advisor Reports to: Team Lead Benefits: Yes Status: Full Time Date: May 2025 Role Summary The Client Advisor takes responsibility for all aspects of the client relationship and...
HFA Financial Advisor - Branch
- Columbus, OH (10 miles from New Albany, OH)
- 7 days ago
- Columbus, OH (10 miles from New Albany, OH)
- 7 days ago
Description Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice! The Huntington...
Remote Work- Columbus, OH (10 miles from New Albany, OH)
- 12 days ago
- Columbus, OH (10 miles from New Albany, OH)
- 12 days ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
- Dublin, OH (17 miles from New Albany, OH)
- 15 days ago
- Dublin, OH (17 miles from New Albany, OH)
- 15 days ago
This job posting is anticipated to remain open for 30 days, from 23-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Columbus, OH (10 miles from New Albany, OH)
- 17 days ago
- Columbus, OH (10 miles from New Albany, OH)
- 17 days ago
Banker job family....
Private Client Banker - Grandview - Columbus, OH
- Columbus, OH (10 miles from New Albany, OH)
- 21 days ago
- Columbus, OH (10 miles from New Albany, OH)
- 21 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
- Pickerington, OH (13 miles from New Albany, OH)
- 23 days ago
- Pickerington, OH (13 miles from New Albany, OH)
- 23 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Private Client Banker - North Arlington Branch
- Upper Arlington, OH (14 miles from New Albany, OH)
- 24 days ago
- Upper Arlington, OH (14 miles from New Albany, OH)
- 24 days ago
Location:** 1933 W Henderson - Upper Arlington, Ohio 43220 **Job Summary** Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Private Client Banker - North Arlington Branch
- Columbus, OH (10 miles from New Albany, OH)
- 30+ days ago
- Columbus, OH (10 miles from New Albany, OH)
- 30+ days ago
Location: 1933 W Henderson - Upper Arlington, Ohio 43220 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Private Client Banker - Lewis Center Branch
- Powell, OH (16 miles from New Albany, OH)
- 30+ days ago
- Powell, OH (16 miles from New Albany, OH)
- 30+ days ago
Location: 8609 Owenfield Drive - Powell, Ohio 43065 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Demographic Data for New Albany, OH
Moving to New Albany, OH? Find some basic demographic data about New Albany, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in New Albany, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in New Albany, 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
- Customer Satisfaction
- Referrals
- Risk Management
- 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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