Personal Banker Jobs in Amherst, 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.
- Norwalk, OH (20 miles from Amherst, OH)
- 7 hours ago
- Norwalk, OH (20 miles from Amherst, OH)
- 7 hours ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Norwalk, Ohio at the Linwood -Monroe Branch....
- Wakeman, OH (10 miles from Amherst, OH)
- 5 days ago
- Wakeman, OH (10 miles from Amherst, OH)
- 5 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Sandusky, OH (24 miles from Amherst, OH)
- 8 days ago
- Sandusky, OH (24 miles from Amherst, OH)
- 8 days ago
The PB I also provides sales, service and operational support to the retail banking team....
Licensed Private Client Banker - Brunswick
- Brunswick, OH (24 miles from Amherst, OH)
- 18 days ago
- Brunswick, OH (24 miles from Amherst, OH)
- 18 days ago
Location: 3680 Center Road - Brunswick, Ohio 44212 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker...
US Experienced Financial Advisor
- Elyria, OH (6 miles from Amherst, OH)
- 19 days ago
- Elyria, OH (6 miles from Amherst, OH)
- 19 days ago
We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business...
- Brunswick, OH (24 miles from Amherst, OH)
- 19 days ago
- Brunswick, OH (24 miles from Amherst, OH)
- 19 days ago
Banker job family....
- Avon, OH (13 miles from Amherst, OH)
- 28 days ago
- Avon, OH (13 miles from Amherst, OH)
- 28 days ago
Banker job family....
Personal Banker Associate I (Westlake)
- Westlake, OH (17 miles from Amherst, OH)
- 30+ days ago
- Westlake, OH (17 miles from Amherst, OH)
- 30+ days ago
Banker job family....
HFA Financial Advisor Senior - Branch
- Westlake, OH (17 miles from Amherst, OH)
- 30+ days ago
- Westlake, OH (17 miles from Amherst, OH)
- 30+ days ago
Description Summary: The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become...
Remote WorkPrivate Client Financial Advisor - Strongsville, OH
- Strongsville, OH (23 miles from Amherst, OH)
- 30+ days ago
- Strongsville, OH (23 miles from Amherst, OH)
- 30+ days ago
Primary responsibilities include + Develop a high-quality wealth management practice that provides a personalized wealth management strategy. + Enhance and preserve relationships with key partners to...
- Norwalk, OH (20 miles from Amherst, OH)
- 30+ days ago
- Norwalk, OH (20 miles from Amherst, OH)
- 30+ days ago
The PB I also provides sales, service and operational support to the retail banking team....
- Sandusky, OH (24 miles from Amherst, OH)
- 45+ days ago
- Sandusky, OH (24 miles from Amherst, OH)
- 45+ days ago
Position Purpose: A Personal Banker II (PB II) is responsible for maintaining and building customer relationships by providing an exceptional customer experience....
Licensed Private Client Banker
- Sandusky, OH (24 miles from Amherst, OH)
- 60+ days ago
- Sandusky, OH (24 miles from Amherst, OH)
- 60+ days ago
Location: 2532 Columbus Avenue - Sandusky, Ohio 44870 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Financial Advisor PNC Investments
- North Olmsted, OH (17 miles from Amherst, OH)
- 90+ days ago
- North Olmsted, OH (17 miles from Amherst, OH)
- 90+ days ago
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...
- Avon, OH (13 miles from Amherst, OH)
- 90+ days ago
- Avon, OH (13 miles from Amherst, OH)
- 90+ days ago
selling of new and existing Retail banking relationships....
Demographic Data for Amherst, OH
Moving to Amherst, OH? Find some basic demographic data about Amherst, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Amherst, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Amherst, 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
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Commercial Banking
- 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
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Interpersonal 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 »