Personal Banker Jobs in Fort Thomas, KY
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 - Cincinnati
- Cincinnati, OH (4 miles from Fort Thomas, KY)
- moments ago
- Cincinnati, OH (4 miles from Fort Thomas, KY)
- moments 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...
Personal Banker I - Landen Bank Mart
- Maineville, OH (20 miles from Fort Thomas, KY)
- 16 hours ago
- Maineville, OH (20 miles from Fort Thomas, KY)
- 16 hours ago
Banker job family....
- Cincinnati, OH (8 miles from Fort Thomas, KY)
- 16 hours ago
- Cincinnati, OH (8 miles from Fort Thomas, KY)
- 16 hours 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 - Western Hills FC
- Newport, KY (1 mile from Fort Thomas, KY)
- 23 hours ago
- Newport, KY (1 mile from Fort Thomas, KY)
- 23 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...
Job Title: Personal Banker Overview: As a Personal Banker, you are the client's trusted advisor, helping with their banking needs through meaningful conversations and deep product knowledge to suggest...
- Fairfield, OH (22 miles from Fort Thomas, KY)
- 1 day ago
- Fairfield, OH (22 miles from Fort Thomas, KY)
- 1 day ago
As a Personal Banker Sr., you will strengthen customer relationships with a defined sales process....
Retail Personal Banker II - Tri County FC (Cincinnati)
- Springdale, OH (12 miles from Fort Thomas, KY)
- 2 days ago
- Springdale, OH (12 miles from Fort Thomas, KY)
- 2 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....
Private Client Banker - Anderson Branch
- Cincinnati, OH (4 miles from Fort Thomas, KY)
- 2 days ago
- Cincinnati, OH (4 miles from Fort Thomas, KY)
- 2 days ago
Location: 8601 Beechmont Avenue - Cincinnati, Ohio 45255 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Retail Personal Banker ll - Wyoming FC
- Newport, KY (1 mile from Fort Thomas, KY)
- 5 days ago
- Newport, KY (1 mile from Fort Thomas, KY)
- 5 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....
Retail Personal Banker ll - Wyoming FC
- Wyoming, OH (9 miles from Fort Thomas, KY)
- 6 days ago
- Wyoming, OH (9 miles from Fort Thomas, KY)
- 6 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....
Private Client Banker - Greater Cincinnati - Florence KY
- Florence, KY (10 miles from Fort Thomas, KY)
- 6 days ago
- Florence, KY (10 miles from Fort Thomas, KY)
- 6 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Private Client Banker - Eastgate - Cincinnati, OH
- Cincinnati, OH (4 miles from Fort Thomas, KY)
- 6 days ago
- Cincinnati, OH (4 miles from Fort Thomas, KY)
- 6 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Retail Personal Banker ll - Lawrencebug FC
- Lawrenceburg, IN (22 miles from Fort Thomas, KY)
- 7 days ago
- Lawrenceburg, IN (22 miles from Fort Thomas, KY)
- 7 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....
Personal Banker II - Symmes Township FC
- Newport, KY (1 mile from Fort Thomas, KY)
- 8 days ago
- Newport, KY (1 mile from Fort Thomas, KY)
- 8 days ago
Banker job family....
Personal Banker Associate I - Union Center
- West Chester, OH (16 miles from Fort Thomas, KY)
- 8 days ago
- West Chester, OH (16 miles from Fort Thomas, KY)
- 8 days ago
Banker job family....
Demographic Data for Fort Thomas, KY
Moving to Fort Thomas, KY? Find some basic demographic data about Fort Thomas, KY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Fort Thomas, KY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Fort Thomas, KY 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
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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