Personal Banker Jobs in Bexley, 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.
Financial Advisor - Certification Provided
- Powell, OH (17 miles from Bexley, OH)
- 1 day ago
- Powell, OH (17 miles from Bexley, OH)
- 1 day ago
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients -...
Personal Financial Representative - OH
- Columbus, OH (11 miles from Bexley, OH)
- 4 days ago
- Columbus, OH (11 miles from Bexley, OH)
- 4 days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote Work- Powell, OH (17 miles from Bexley, OH)
- 5 days ago
- Powell, OH (17 miles from Bexley, OH)
- 5 days ago
This job posting is anticipated to remain open for 30 days, from 03-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Grove City, OH (12 miles from Bexley, OH)
- 6 days ago
- Grove City, OH (12 miles from Bexley, OH)
- 6 days ago
Banker job family....
- London, OH (24 miles from Bexley, OH)
- 6 days ago
- London, OH (24 miles from Bexley, OH)
- 6 days ago
As a(n) Full Time Personal Banker within PNC's Retail Branch organization, you will be based in London, OH....
- Columbus, OH (11 miles from Bexley, OH)
- 9 days ago
- Columbus, OH (11 miles from Bexley, OH)
- 9 days ago
As a(n) Personal Banker within PNC's Retail Branch organization, you will be based in Columbus, OH....
- Columbus, OH (11 miles from Bexley, OH)
- 10 days ago
- Columbus, OH (11 miles from Bexley, OH)
- 10 days ago
Lead Financial Advisor Location: Dayton, OH (On-site) Salary: $150K-$200K first year OTE; $300K-$500K+ by year 3 Selling Points: No cold calling-firm provides a steady flow of 10+ high-quality...
Personal Banker Associate II - Jerome Village
- Dublin, OH (14 miles from Bexley, OH)
- 11 days ago
- Dublin, OH (14 miles from Bexley, OH)
- 11 days ago
Banker job family....
Personal Banker Associate I - Jerome Village
- Dublin, OH (14 miles from Bexley, OH)
- 11 days ago
- Dublin, OH (14 miles from Bexley, OH)
- 11 days ago
Banker job family....
- Columbus, OH (11 miles from Bexley, OH)
- 12 days ago
- Columbus, OH (11 miles from Bexley, OH)
- 12 days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
- Columbus, OH (11 miles from Bexley, OH)
- 12 days ago
- Columbus, OH (11 miles from Bexley, OH)
- 12 days ago
Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial...
Client Relationship Manager - Hybrid
- Columbus, OH (11 miles from Bexley, OH)
- 12 days ago
- Columbus, OH (11 miles from Bexley, OH)
- 12 days ago
When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based...
- Plain City, OH (21 miles from Bexley, OH)
- 12 days ago
- Plain City, OH (21 miles from Bexley, OH)
- 12 days ago
The PB I also provides sales, service and operational support to the retail banking team....
Merrill Experienced Financial Advisor
- Columbus, OH (11 miles from Bexley, OH)
- 14 days ago
- Columbus, OH (11 miles from Bexley, OH)
- 14 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....
- Columbus, OH (11 miles from Bexley, OH)
- 15 days ago
- Columbus, OH (11 miles from Bexley, OH)
- 15 days ago
We are seeking a highly motivated and experienced Financial Advisor to provide sound financial advice to our diverse clientele. The ideal candidate must have exceptional analytical skills, strong...
Demographic Data for Bexley, OH
Moving to Bexley, OH? Find some basic demographic data about Bexley, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Bexley, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Bexley, 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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