Personal Banker Jobs in Beachwood, 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 Relationship Manager
- Stow, OH (21 miles from Beachwood, OH)
- 6 hours ago
- Stow, OH (21 miles from Beachwood, OH)
- 6 hours ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
- Euclid, OH (6 miles from Beachwood, OH)
- 9 hours ago
- Euclid, OH (6 miles from Beachwood, OH)
- 9 hours ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
HFA Financial Advisor Senior- Branch
- Cleveland, OH (9 miles from Beachwood, OH)
- 4 days ago
- Cleveland, OH (9 miles from Beachwood, OH)
- 4 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 WorkPersonal Banker - Aurora - Aurora, OH
- Aurora, OH (14 miles from Beachwood, OH)
- 5 days ago
- Aurora, OH (14 miles from Beachwood, OH)
- 5 days ago
selling of new and existing Retail banking relationships....
- Cleveland, OH (9 miles from Beachwood, OH)
- 6 days ago
- Cleveland, OH (9 miles from Beachwood, OH)
- 6 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Cleveland, OH at the Shaker Square branch.....
- Cleveland, OH (3 miles from Beachwood, OH)
- 6 days ago
- Cleveland, OH (3 miles from Beachwood, OH)
- 6 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Cleveland, OH at the Shaker Square branch.....
Private Client Banker - Cleveland East Market - Willoughby, OH
- Willoughby, OH (12 miles from Beachwood, OH)
- 7 days ago
- Willoughby, OH (12 miles from Beachwood, OH)
- 7 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Licensed Private Client Banker - Brunswick
- Brunswick, OH (23 miles from Beachwood, OH)
- 10 days ago
- Brunswick, OH (23 miles from Beachwood, OH)
- 10 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...
Personal Banker - Streetsboro - Streetsboro, OH
- Streetsboro, OH (18 miles from Beachwood, OH)
- 10 days ago
- Streetsboro, OH (18 miles from Beachwood, OH)
- 10 days ago
selling of new and existing Retail banking relationships....
- Cleveland, OH (9 miles from Beachwood, OH)
- 10 days ago
- Cleveland, OH (9 miles from Beachwood, OH)
- 10 days ago
Job Overview: The Personal Banker II plays a key role in providing exceptional customer service and building lasting relationships with clients....
Licensed Private Client Banker
- Cleveland, OH (9 miles from Beachwood, OH)
- 10 days ago
- Cleveland, OH (9 miles from Beachwood, OH)
- 10 days ago
Location: 2731 77th Avenue SE - Mercer Island, Washington 98040-2800 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The...
- Cleveland, OH (9 miles from Beachwood, OH)
- 11 days ago
- Cleveland, OH (9 miles from Beachwood, OH)
- 11 days ago
The Personal Banker II plays a key role in providing exceptional customer service and building lasting relationships with clients....
- Independence, OH (9 miles from Beachwood, OH)
- 11 days ago
- Independence, OH (9 miles from Beachwood, OH)
- 11 days ago
Financial Advisor Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over...
- Chagrin Falls, OH (6 miles from Beachwood, OH)
- 11 days ago
- Chagrin Falls, OH (6 miles from Beachwood, OH)
- 11 days ago
Banker job family....
- Cleveland, OH (9 miles from Beachwood, OH)
- 11 days ago
- Cleveland, OH (9 miles from Beachwood, OH)
- 11 days ago
management + **Commissions and Bonus** : In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. + **Benefits** : Comprehensive benefits programs for eligible...
Demographic Data for Beachwood, OH
Moving to Beachwood, OH? Find some basic demographic data about Beachwood, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Beachwood, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Beachwood, 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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