Personal Banker Jobs in Upper Arlington, 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.
Senior Associate Financial Advisor
- Columbus, OH (8 miles from Upper Arlington, OH)
- 7 days ago
- Columbus, OH (8 miles from Upper Arlington, OH)
- 7 days ago
Senior Associate Financial Advisor Posted 05-Mar-2025 (CST) 5025 Arlington Centre Boulevard, Columbus, OH, United States Full Time Serve First - Be Insightful - Guide Forward - Collaborate - Make...
- Dublin, OH (9 miles from Upper Arlington, OH)
- 11 days ago
- Dublin, OH (9 miles from Upper Arlington, OH)
- 11 days 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....
- Columbus, OH (1 mile from Upper Arlington, OH)
- 13 days ago
- Columbus, OH (1 mile from Upper Arlington, OH)
- 13 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Dublin, OH (9 miles from Upper Arlington, OH)
- 19 days ago
- Dublin, OH (9 miles from Upper Arlington, OH)
- 19 days ago
Banker job family....
Personal Banker Associate I- Blacklick Branch
- Reynoldsburg, OH (14 miles from Upper Arlington, OH)
- 25 days ago
- Reynoldsburg, OH (14 miles from Upper Arlington, OH)
- 25 days ago
Banker job family....
Client Relationship Manager-Baking & FS
- Grove City, OH (9 miles from Upper Arlington, OH)
- 28 days ago
- Grove City, OH (9 miles from Upper Arlington, OH)
- 28 days ago
Client Relationship Manager-Banking & Financial ServicesOverviewClient Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They support the...
- Pickerington, OH (16 miles from Upper Arlington, OH)
- 30+ days ago
- Pickerington, OH (16 miles from Upper Arlington, OH)
- 30+ days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Columbus, OH (8 miles from Upper Arlington, OH)
- 30+ days ago
- Columbus, OH (8 miles from Upper Arlington, OH)
- 30+ days ago
The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified Team (with average...
Private Client Banker - Hilliard Branch
- Hilliard, OH (7 miles from Upper Arlington, OH)
- 30+ days ago
- Hilliard, OH (7 miles from Upper Arlington, OH)
- 30+ days 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...
- Reynoldsburg, OH (14 miles from Upper Arlington, OH)
- 30+ days ago
- Reynoldsburg, OH (14 miles from Upper Arlington, OH)
- 30+ days ago
Banker job family....
JPMorgan Wealth Management - National Branch - Financial Advisor - Westerville, OH
- Westerville, OH (11 miles from Upper Arlington, OH)
- 45+ days ago
- Westerville, OH (11 miles from Upper Arlington, OH)
- 45+ days ago
If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to assist in building that...
Financial Advisor- Columbus, GA
- Columbus, OH (8 miles from Upper Arlington, OH)
- 45+ days ago
- Columbus, OH (8 miles from Upper Arlington, OH)
- 45+ days ago
We're passionate about excellence. Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider...
- Westerville, OH (11 miles from Upper Arlington, OH)
- 45+ days ago
- Westerville, OH (11 miles from Upper Arlington, OH)
- 45+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Retirement Planner/Financial Advisor
- Dublin, OH (9 miles from Upper Arlington, OH)
- 45+ days ago
- Dublin, OH (9 miles from Upper Arlington, OH)
- 45+ days ago
Golden Reserve is looking for an experienced financial retirement planner. We know the challenges you face to make it in the financial industry. Particularly, if you dont inherit a book of...
Private Client Banker - North Arlington Branch
- Upper Arlington, OH
- 60+ days ago
- Upper Arlington, OH
- 60+ 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...
Demographic Data for Upper Arlington, OH
Moving to Upper Arlington, OH? Find some basic demographic data about Upper Arlington, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Upper Arlington, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Upper Arlington, 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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