Personal Banker Jobs in Berea, 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.
Personal Banker I, University Heights
- Cleveland, OH (12 miles from Berea, OH)
- 1 hour ago
- Cleveland, OH (12 miles from Berea, OH)
- 1 hour ago
Personal Bankers receive comprehensive training and resources to identify referral opportunities and enhance customer relationships....
- Brecksville, OH (13 miles from Berea, OH)
- 1 day ago
- Brecksville, OH (13 miles from Berea, OH)
- 1 day ago
As a(n) Personal Banker within PNC Retail Branch organization, you will be based in Brecksville, OH....
- Cleveland, OH (12 miles from Berea, OH)
- 6 days ago
- Cleveland, OH (12 miles from Berea, OH)
- 6 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 (12 miles from Berea, OH)
- 8 days ago
- Cleveland, OH (12 miles from Berea, OH)
- 8 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 (12 miles from Berea, OH)
- 11 days ago
- Cleveland, OH (12 miles from Berea, 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...
- Cleveland, OH (12 miles from Berea, OH)
- 20 days ago
- Cleveland, OH (12 miles from Berea, OH)
- 20 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Avon, OH (9 miles from Berea, OH)
- 22 days ago
- Avon, OH (9 miles from Berea, OH)
- 22 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Banker job family....
Personal Banker II Associate DeNovo (Westlake)
- Westlake, OH (6 miles from Berea, OH)
- 30+ days ago
- Westlake, OH (6 miles from Berea, OH)
- 30+ days ago
Banker job family....
Financial Advisor PNC Investments
- North Olmsted, OH (4 miles from Berea, OH)
- 30+ days ago
- North Olmsted, OH (4 miles from Berea, OH)
- 30+ 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...
Merrill Market Client Relationship Manager
- Pepper Pike, OH (22 miles from Berea, OH)
- 30+ days ago
- Pepper Pike, OH (22 miles from Berea, 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....
Personal Banker - North Olmsted
- North Olmsted, OH (4 miles from Berea, OH)
- 45+ days ago
- North Olmsted, OH (4 miles from Berea, OH)
- 45+ 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....
HFA Financial Advisor Senior - Branch
- Westlake, OH (6 miles from Berea, OH)
- 45+ days ago
- Westlake, OH (6 miles from Berea, 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 Work- Avon, OH (9 miles from Berea, OH)
- 45+ days ago
- Avon, OH (9 miles from Berea, OH)
- 45+ days ago
selling of new and existing Retail banking relationships....
- Fairlawn, OH (18 miles from Berea, OH)
- 45+ days ago
- Fairlawn, OH (18 miles from Berea, OH)
- 45+ days ago
selling of new and existing Retail banking relationships....
Demographic Data for Berea, OH
Moving to Berea, OH? Find some basic demographic data about Berea, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Berea, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Berea, 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
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Banking
- 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
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- 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 »