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.
Retail Personal Banker II - Evendale FC
- Newport, KY (18 miles from West Chester, OH)
- 12 hours ago
- Newport, KY (18 miles from West Chester, OH)
- 12 hours 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....
Personal Banker l - Carthage FC (Mon - Fri)
- Newport, KY (18 miles from West Chester, OH)
- 12 hours ago
- Newport, KY (18 miles from West Chester, OH)
- 12 hours ago
Banker job family....
Personal Banker ll - Avondale FC (new office, Mon - Fri)
- Newport, KY (18 miles from West Chester, OH)
- 1 day ago
- Newport, KY (18 miles from West Chester, OH)
- 1 day ago
Banker job family....
- Cincinnati, OH (12 miles from West Chester, OH)
- 1 day ago
- Cincinnati, OH (12 miles from West Chester, OH)
- 1 day ago
Senior Financial Advisor Cincinnati, OH If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity is for you. Be the lead financial advisor for a...
- Cincinnati, OH (12 miles from West Chester, OH)
- 1 day ago
- Cincinnati, OH (12 miles from West Chester, OH)
- 1 day ago
Financial Advisor Cincinnati, OH GET MORE OUT OF YOUR CAREER Choose a career where changing someone else's life for the better is also life-changing for you - personally, professionally, and...
Retail Personal Banker ll - ares West of Cincinnati (including downtown, Clifton, and Harrison, OH)
- Newport, KY (18 miles from West Chester, OH)
- 2 days ago
- Newport, KY (18 miles from West Chester, OH)
- 2 days ago
Banker job family....
Personal Banker I - Compton Road
- Cincinnati, OH (12 miles from West Chester, OH)
- 2 days ago
- Cincinnati, OH (12 miles from West Chester, OH)
- 2 days ago
Banker job family....
Retail Personal Banker l - East Cincinnati (Amelia, Anderson, Eastgate, Batavia, etc)
- Newport, KY (18 miles from West Chester, OH)
- 3 days ago
- Newport, KY (18 miles from West Chester, OH)
- 3 days ago
Banker job family....
Float Personal Banker (East Cincinnati)
- Newport, KY (18 miles from West Chester, OH)
- 3 days ago
- Newport, KY (18 miles from West Chester, OH)
- 3 days ago
Float Personal Banker (East Cincinnati) LOCATION -- Cincinnati, Ohio 45245 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment...
Personal Banker Associate I - Sugarcreek
- Centerville, OH (22 miles from West Chester, OH)
- 4 days ago
- Centerville, OH (22 miles from West Chester, OH)
- 4 days ago
Banker job family....
Personal Banker ll - Northeast Cincinnati
- Cincinnati, OH (8 miles from West Chester, OH)
- 4 days ago
- Cincinnati, OH (8 miles from West Chester, OH)
- 4 days ago
Banker job family....
- Centerville, OH (22 miles from West Chester, OH)
- 5 days ago
- Centerville, OH (22 miles from West Chester, OH)
- 5 days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
Personal Banker Associate I - Bench - Northern Cincinnati
- West Chester, OH
- 9 days ago
- West Chester, OH
- 9 days ago
Banker job family....
Personal Banker Associate I - Bench for Southwest Dayton
- Franklin, OH (14 miles from West Chester, OH)
- 10 days ago
- Franklin, OH (14 miles from West Chester, OH)
- 10 days ago
Banker job family....
- Miamisburg, OH (22 miles from West Chester, OH)
- 12 days ago
- Miamisburg, OH (22 miles from West Chester, OH)
- 12 days ago
The PB I also provides sales, service and operational support to the retail banking team....
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
- 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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