Personal Banker Jobs in Wilmington, 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.
- Hillsboro, OH (23 miles from Wilmington, OH)
- 2 days ago
- Hillsboro, OH (23 miles from Wilmington, OH)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 17-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banker Associate I (Fayette)
- Washington Court House, OH (20 miles from Wilmington, OH)
- 12 days ago
- Washington Court House, OH (20 miles from Wilmington, OH)
- 12 days ago
Banker job family....
- Beavercreek, OH (17 miles from Wilmington, OH)
- 17 days ago
- Beavercreek, OH (17 miles from Wilmington, OH)
- 17 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Dayton, OH (21 miles from Wilmington, OH)
- 18 days ago
- Dayton, OH (21 miles from Wilmington, OH)
- 18 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Personal Banker Associate I - Sugarcreek
- Centerville, OH (20 miles from Wilmington, OH)
- 30+ days ago
- Centerville, OH (20 miles from Wilmington, OH)
- 30+ days ago
Banker job family....
- Beavercreek, OH (17 miles from Wilmington, OH)
- 90+ days ago
- Beavercreek, OH (17 miles from Wilmington, OH)
- 90+ days ago
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
Demographic Data for Wilmington, OH
Moving to Wilmington, OH? Find some basic demographic data about Wilmington, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Wilmington, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Wilmington, 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
- Mortgage Lending
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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