Personal Banker Jobs in Alpha, 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.
Personal Banker I - Springboro
- Springboro, OH (15 miles from Alpha, OH)
- 4 days ago
- Springboro, OH (15 miles from Alpha, OH)
- 4 days ago
Banker job family....
Retail Personal Banker II - Franklin FC
- Franklin, OH (19 miles from Alpha, OH)
- 6 days ago
- Franklin, OH (19 miles from Alpha, OH)
- 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....
- Englewood, OH (20 miles from Alpha, OH)
- 6 days ago
- Englewood, OH (20 miles from Alpha, OH)
- 6 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...
Associate Financial Advisor - R25_0000002172
- Miamisburg, OH (14 miles from Alpha, OH)
- 10 days ago
- Miamisburg, OH (14 miles from Alpha, OH)
- 10 days ago
We are seeking an Associate Financial Advisor (AFA) to work alongside a Personal Financial Advisor to manage the relationships of roughly 50 to 250 "best fit" client households in our Dayton, Ohio...
Personal Banker II - Alex Road FC
- Miamisburg, OH (14 miles from Alpha, OH)
- 11 days ago
- Miamisburg, OH (14 miles from Alpha, OH)
- 11 days ago
Banker job family....
Personal Banker I - South Fairborn FC
- Fairborn, OH (7 miles from Alpha, OH)
- 13 days ago
- Fairborn, OH (7 miles from Alpha, OH)
- 13 days ago
Banker job family....
Financial Advisor - Career Change Opportunity
- Xenia, OH (6 miles from Alpha, OH)
- 15 days ago
- Xenia, OH (6 miles from Alpha, OH)
- 15 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 20-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Xenia, OH (6 miles from Alpha, OH)
- 15 days ago
- Xenia, OH (6 miles from Alpha, OH)
- 15 days ago
This job posting is anticipated to remain open for 30 days, from 20-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Centerville, OH (10 miles from Alpha, OH)
- 16 days ago
- Centerville, OH (10 miles from Alpha, OH)
- 16 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Centerville, Ohio....
- Vandalia, OH (16 miles from Alpha, OH)
- 16 days ago
- Vandalia, OH (16 miles from Alpha, OH)
- 16 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Miamisburg, OH (14 miles from Alpha, OH)
- 18 days ago
- Miamisburg, OH (14 miles from Alpha, OH)
- 18 days ago
We are seeking an Associate Financial Advisor (AFA) to work alongside a Personal Financial Advisor to manage the relationships of roughly 50 to 250 best fit client households in our Dayton, Ohio...
Personal Banker II - Oakwood FC
- Dayton, OH (7 miles from Alpha, OH)
- 24 days ago
- Dayton, OH (7 miles from Alpha, OH)
- 24 days ago
Banker job family....
- Beavercreek, OH (5 miles from Alpha, OH)
- 27 days ago
- Beavercreek, OH (5 miles from Alpha, OH)
- 27 days ago
#LI-DS1 Personal Banker Associate LOCATION -- Beavercreek, Ohio 45431 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment...
- Huber Heights, OH (10 miles from Alpha, OH)
- 30+ days ago
- Huber Heights, OH (10 miles from Alpha, OH)
- 30+ days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Huber Heights, Ohio....
Financial Advisor - Experienced Professionals
- Beavercreek, OH (5 miles from Alpha, OH)
- 45+ days ago
- Beavercreek, OH (5 miles from Alpha, OH)
- 45+ days ago
Skilled in portfolio and wealth management, with the ability to integrate financial products into a long-term planning strategy....
Demographic Data for Alpha, OH
Moving to Alpha, OH? Find some basic demographic data about Alpha, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Alpha, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Alpha, OH 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
- Listening
- 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
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