Personal Banker Jobs in West Chester, 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 - Career Change Opportunity
- Centerville, OH (22 miles from West Chester, OH)
- 10 hours ago
- Centerville, OH (22 miles from West Chester, OH)
- 10 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 08-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Retail Personal Banker I - University FC
- Newport, KY (18 miles from West Chester, OH)
- 2 hours ago
- Newport, KY (18 miles from West Chester, OH)
- 2 hours ago
GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers...
- Centerville, OH (22 miles from West Chester, OH)
- 7 hours ago
- Centerville, OH (22 miles from West Chester, OH)
- 7 hours ago
This job posting is anticipated to remain open for 30 days, from 08-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Cincinnati, OH (12 miles from West Chester, OH)
- 1 day ago
- Cincinnati, OH (12 miles from West Chester, OH)
- 1 day ago
selling of new and existing Retail banking relationships....
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- Cleves, OH (19 miles from West Chester, OH)
- 3 days ago
- Cleves, OH (19 miles from West Chester, OH)
- 3 days ago
As a Personal Banker within PNC's Retail Banking Organization, you will be based in Cleves, OH....
Float Personal Banker l - Northwest Cincinnati
- Fairfield, OH (7 miles from West Chester, OH)
- 4 days ago
- Fairfield, OH (7 miles from West Chester, OH)
- 4 days ago
Float Personal Banker l - Northwest Cincinnati LOCATION -- Fairfield, Ohio 45014 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal...
Personal Banker I - Monfort Heights
- Newport, KY (18 miles from West Chester, OH)
- 6 days ago
- Newport, KY (18 miles from West Chester, OH)
- 6 days ago
GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers...
Personal Banker l - Evendale FC
- Newport, KY (18 miles from West Chester, OH)
- 6 days ago
- Newport, KY (18 miles from West Chester, OH)
- 6 days ago
GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers...
- Cincinnati, OH (12 miles from West Chester, OH)
- 6 days ago
- Cincinnati, OH (12 miles from West Chester, OH)
- 6 days ago
Financial Planner Cincinnati, OH Northwestern Mutual - Cincinnati is seeking a new representative to join our growing firm. A successful applicant will have strong interpersonal and communication...
Retail Personal Banker I - Overlook FC
- Newport, KY (18 miles from West Chester, OH)
- 8 days ago
- Newport, KY (18 miles from West Chester, OH)
- 8 days ago
GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers...
Personal Banker II - Harpers Point Bank Mart
- Cincinnati, OH (6 miles from West Chester, OH)
- 10 days ago
- Cincinnati, OH (6 miles from West Chester, OH)
- 10 days ago
Banker job family....
Retail Personal Banker l - Mack Bridgetown FC
- Cincinnati, OH (12 miles from West Chester, OH)
- 13 days ago
- Cincinnati, OH (12 miles from West Chester, OH)
- 13 days ago
GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers...
- Cincinnati, OH (12 miles from West Chester, OH)
- 14 days ago
- Cincinnati, OH (12 miles from West Chester, OH)
- 14 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Cincinnati, OH at the Groesbeck branch....
Retail Personal Banker l - Mack Bridgetown FC
- Cincinnati, OH (17 miles from West Chester, OH)
- 14 days ago
- Cincinnati, OH (17 miles from West Chester, OH)
- 14 days ago
GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers...
Financial Advisor - Cincinnati
- Cincinnati, OH (12 miles from West Chester, OH)
- 15 days ago
- Cincinnati, OH (12 miles from West Chester, OH)
- 15 days ago
Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts...
Demographic Data for West Chester, OH
Moving to West Chester, OH? Find some basic demographic data about West Chester, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in West Chester, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in West Chester, 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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