Personal Banker Jobs in Highland Heights, 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.
- Fort Thomas, KY (6 miles from Highland Heights, KY)
- 7 hours ago
- Fort Thomas, KY (6 miles from Highland Heights, KY)
- 7 hours ago
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...
Retail Personal Banker II - Anderson Towne Center BM
- Cincinnati, OH (10 miles from Highland Heights, KY)
- 8 hours ago
- Cincinnati, OH (10 miles from Highland Heights, KY)
- 8 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 Associate I - Landen FC
- Loveland, OH (15 miles from Highland Heights, KY)
- 21 hours ago
- Loveland, OH (15 miles from Highland Heights, KY)
- 21 hours ago
Banker job family....
Retail Personal Banker ll - areas East of Cincinnati
- Newport, KY (4 miles from Highland Heights, KY)
- 1 day ago
- Newport, KY (4 miles from Highland Heights, KY)
- 1 day ago
Banker job family....
Personal Banker ll - Northeast Cincinnati
- Cincinnati, OH (13 miles from Highland Heights, KY)
- 3 days ago
- Cincinnati, OH (13 miles from Highland Heights, KY)
- 3 days ago
Banker job family....
Personal Banker II - Harpers Point Bank Mart
- Newport, KY (4 miles from Highland Heights, KY)
- 4 days ago
- Newport, KY (4 miles from Highland Heights, KY)
- 4 days ago
Banker job family....
Retail Personal Banker Associate I - Northern KY area
- Florence, KY (10 miles from Highland Heights, KY)
- 4 days ago
- Florence, KY (10 miles from Highland Heights, KY)
- 4 days ago
Banker job family....
Retail Personal Banker I - Hunt Road BM (Blue Ash)
- Blue Ash, OH (17 miles from Highland Heights, KY)
- 4 days ago
- Blue Ash, OH (17 miles from Highland Heights, KY)
- 4 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...
Retail Personal Banker I - Oakley Station
- Newport, KY (4 miles from Highland Heights, KY)
- 5 days ago
- Newport, KY (4 miles from Highland Heights, KY)
- 5 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...
Retail Personal Banker I - Oakley Station
- Cincinnati, OH (9 miles from Highland Heights, KY)
- 5 days ago
- Cincinnati, OH (9 miles from Highland Heights, KY)
- 5 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 (7 miles from Highland Heights, KY)
- 5 days ago
- Cincinnati, OH (7 miles from Highland Heights, KY)
- 5 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Cincinnati, Ohio, at our PNC Center - Cincinnati branch....
Retail Personal Banker l - Northeast Cincinnati (Hyde Park, Kenwood, Loveland, Milford, etc)
- Cincinnati, OH (13 miles from Highland Heights, KY)
- 10 days ago
- Cincinnati, OH (13 miles from Highland Heights, KY)
- 10 days ago
Banker job family....
Personal Banker I - Eastgate FC
- Newport, KY (4 miles from Highland Heights, KY)
- 11 days ago
- Newport, KY (4 miles from Highland Heights, KY)
- 11 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 - Blue Ash - Cincinnati, OH
- Cincinnati, OH (10 miles from Highland Heights, KY)
- 11 days ago
- Cincinnati, OH (10 miles from Highland Heights, KY)
- 11 days ago
selling of new and existing Retail banking relationships....
Personal Banker - Harrison - Harrison, OH
- Harrison, OH (22 miles from Highland Heights, KY)
- 11 days ago
- Harrison, OH (22 miles from Highland Heights, KY)
- 11 days ago
selling of new and existing Retail banking relationships....
Demographic Data for Highland Heights, KY
Moving to Highland Heights, KY? Find some basic demographic data about Highland Heights, KY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Highland Heights, KY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Highland Heights, KY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »