Personal Banker Jobs in Aurora, 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.
- Brecksville, OH (14 miles from Aurora, OH)
- 16 hours ago
- Brecksville, OH (14 miles from Aurora, OH)
- 16 hours ago
As a(n) Personal Banker within PNC Retail Branch organization, you will be based in Brecksville, OH....
- Cleveland, OH (22 miles from Aurora, OH)
- 5 days ago
- Cleveland, OH (22 miles from Aurora, OH)
- 5 days ago
Job Description Position Summary: The Personal Banker II plays a key role in providing exceptional customer service and building lasting relationships with clients....
- Cleveland, OH (22 miles from Aurora, OH)
- 7 days ago
- Cleveland, OH (22 miles from Aurora, OH)
- 7 days ago
As a Branch Banker within PNC's Retail Banking organization, you will be based in Cleveland, Ohio at the Broadway-71st Street location....
- Cleveland, OH (22 miles from Aurora, OH)
- 11 days ago
- Cleveland, OH (22 miles from Aurora, OH)
- 11 days ago
Customer Relationship Manager CLEVELAND, OH Order: 238719 Order Type : Direct Hire Minutemen Direct is recruiting for an experienced Customer Relationship Manager with customer relationship skills...
Private Client Banker - Summit Mall - Akron, OH
- Akron, OH (21 miles from Aurora, OH)
- 16 days ago
- Akron, OH (21 miles from Aurora, OH)
- 16 days ago
Location: Akron, US-OH Rate: Not Specified Type: Permanent Private Client Banker - Summit Mall - Akron, OH You have a passion for taking care of our customers and employees and making them feel...
- Willoughby, OH (22 miles from Aurora, OH)
- 16 days ago
- Willoughby, OH (22 miles from Aurora, OH)
- 16 days ago
Banker job family....
- Cleveland, OH (22 miles from Aurora, OH)
- 19 days ago
- Cleveland, OH (22 miles from Aurora, OH)
- 19 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Akron, OH (21 miles from Aurora, OH)
- 30+ days ago
- Akron, OH (21 miles from Aurora, OH)
- 30+ days ago
Prudential Advisors is looking for an experienced financial professional in the Akron area that is interested in working with Prudential existing client base. This exciting position will allow you...
- Strongsville, OH (24 miles from Aurora, OH)
- 30+ days ago
- Strongsville, OH (24 miles from Aurora, OH)
- 30+ days ago
Banker job family....
Merrill Market Client Relationship Manager
- Pepper Pike, OH (14 miles from Aurora, OH)
- 30+ days ago
- Pepper Pike, OH (14 miles from Aurora, OH)
- 30+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
- Pepper Pike, OH (14 miles from Aurora, OH)
- 30+ days ago
- Pepper Pike, OH (14 miles from Aurora, OH)
- 30+ days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Retirement Planner/Financial Advisor
- Akron, OH (21 miles from Aurora, OH)
- 30+ days ago
- Akron, OH (21 miles from Aurora, OH)
- 30+ days ago
Golden Reserve is looking for an experienced financial retirement planner for our location in Akron. We know the challenges you face to make it in the financial industry. Particularly, if you dont...
HFA Financial Advisor Senior - Branch
- Mentor, OH (24 miles from Aurora, OH)
- 45+ days ago
- Mentor, OH (24 miles from Aurora, OH)
- 45+ 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 Workselling of new and existing Retail banking relationships....
- Fairlawn, OH (18 miles from Aurora, OH)
- 45+ days ago
- Fairlawn, OH (18 miles from Aurora, OH)
- 45+ days ago
selling of new and existing Retail banking relationships....
Demographic Data for Aurora, OH
Moving to Aurora, OH? Find some basic demographic data about Aurora, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Aurora, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Aurora, 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
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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