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.
- Avon, OH (13 miles from Amherst, OH)
- 2 days ago
- Avon, OH (13 miles from Amherst, OH)
- 2 days ago
Banker job family....
Personal Banker Associate I (Westlake)
- Westlake, OH (17 miles from Amherst, OH)
- 6 days ago
- Westlake, OH (17 miles from Amherst, OH)
- 6 days ago
Banker job family....
- Parma Heights, OH (24 miles from Amherst, OH)
- 6 days ago
- Parma Heights, OH (24 miles from Amherst, OH)
- 6 days ago
Banker job family....
HFA Financial Advisor Senior- Branch
- Westlake, OH (17 miles from Amherst, OH)
- 7 days ago
- Westlake, OH (17 miles from Amherst, OH)
- 7 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 (23 miles from Amherst, OH)
- 9 days ago
- Strongsville, OH (23 miles from Amherst, OH)
- 9 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Norwalk, OH (20 miles from Amherst, OH)
- 9 days ago
- Norwalk, OH (20 miles from Amherst, OH)
- 9 days ago
The PB I also provides sales, service and operational support to the retail banking team....
- Strongsville, OH (23 miles from Amherst, OH)
- 13 days ago
- Strongsville, OH (23 miles from Amherst, OH)
- 13 days ago
As a(n) Personal Banker within PNC's Retail Branch organization, you will be based in Strongsville, OH....
HFA Financial Advisor - Branch
- Brunswick, OH (24 miles from Amherst, OH)
- 14 days ago
- Brunswick, OH (24 miles from Amherst, OH)
- 14 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 Work- Rocky River, OH (22 miles from Amherst, OH)
- 17 days ago
- Rocky River, OH (22 miles from Amherst, OH)
- 17 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
- Rocky River, OH (22 miles from Amherst, OH)
- 22 days ago
- Rocky River, OH (22 miles from Amherst, OH)
- 22 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- North Ridgeville, OH (6 miles from Amherst, OH)
- 22 days ago
- North Ridgeville, OH (6 miles from Amherst, OH)
- 22 days ago
This job posting is anticipated to remain open for 30 days, from 23-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Sandusky, OH (24 miles from Amherst, OH)
- 30+ days ago
- Sandusky, OH (24 miles from Amherst, OH)
- 30+ 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)
- 30+ days ago
- Sandusky, OH (24 miles from Amherst, OH)
- 30+ 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)
- 60+ days ago
- North Olmsted, OH (17 miles from Amherst, OH)
- 60+ 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...
Financial Advisor Civista Bank
- Sandusky, OH (24 miles from Amherst, OH)
- 60+ days ago
- Sandusky, OH (24 miles from Amherst, OH)
- 60+ days ago
Financial Advisor Civista Bank Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment...
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
- Certified Financial Planner
- Check Cashing
- 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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