Personal Banker Jobs in Ashland, 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.
Private Client Banker - Richland Mall Branch
- Mansfield, OH (12 miles from Ashland, OH)
- 1 day ago
- Mansfield, OH (12 miles from Ashland, OH)
- 1 day ago
Location: 688 N Lexington Springmill Road - Mansfield, Ohio 44906 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The...
As a(n) Personal Banker within PNC's Retail Branch organization, you will be based in Ashland, OH....
- Mansfield, OH (12 miles from Ashland, OH)
- 16 days ago
- Mansfield, OH (12 miles from Ashland, OH)
- 16 days ago
banking functions, including payments, transfers, account maintenance, account opening, taking consumer loan applications and demonstrating CSR-level understanding of banking procedures, transaction...
- Mansfield, OH (12 miles from Ashland, OH)
- 17 days ago
- Mansfield, OH (12 miles from Ashland, OH)
- 17 days ago
Makes referrals to the Mortgage, Wealth Management, Financial Services, Business Banking, Elavon, Elan, Private Banking....
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Financial Advisor - Clear View Financial Group - Wooster, OH
- Wooster, OH (18 miles from Ashland, OH)
- 45+ days ago
- Wooster, OH (18 miles from Ashland, OH)
- 45+ days 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...
- Greenwich, OH (12 miles from Ashland, OH)
- 90+ days ago
- Greenwich, OH (12 miles from Ashland, OH)
- 90+ days ago
Position Purpose: A Personal Banker II (PB II) is responsible for maintaining and building customer relationships by providing an exceptional customer experience....
Demographic Data for Ashland, OH
Moving to Ashland, OH? Find some basic demographic data about Ashland, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Ashland, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Ashland, OH 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
- 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
- Client Services
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Inbound/Outbound Calling
- Relationship Management
- Customer Relations
- Listening
- Retail
- Business Development
- High School Diploma
- Written Communication
- Telephone Skills
- Coaching
- Interpersonal Skills
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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