Personal Banker Jobs in Ohio
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.
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
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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....
Job Description Position Summary: The Personal Banker II plays a key role in providing exceptional customer service and building lasting relationships with clients....
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Float Personal Banker Associate 1- Southeast Dayton Market
- Beavercreek, OH
- 1 day ago
- Beavercreek, OH
- 1 day ago
#LI-KF1 Float Personal Banker Associate 1- Southeast Dayton Market LOCATION -- Beavercreek, Ohio 45430 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to...
Banker job family....
Banker job family....
Personal Banker ll - Avondale FC (new office, Mon - Fri)
- Cincinnati, OH
- 1 day ago
- Cincinnati, OH
- 1 day ago
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The PB I also provides sales, service and operational support to the retail banking team....
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Banker job family....
Banker job family....
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...
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...
Demographic Data for Ohio
Moving to Ohio? Find some basic demographic data about Ohio below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Ohio
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Ohio 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
Other Career Titles
Here are some other career titles that require similar skills
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