Personal Banker Jobs in Blue Ash, 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 - Career Change Opportunity
- Cincinnati, OH (8 miles from Blue Ash, OH)
- 2 days ago
- Cincinnati, OH (8 miles from Blue Ash, OH)
- 2 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 06-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Newport, KY (13 miles from Blue Ash, OH)
- 1 day ago
- Newport, KY (13 miles from Blue Ash, OH)
- 1 day ago
Management Maintain awareness of financial news via company-approved online sites, meetings and various news media to support and advance professional development toward becoming a RBC Financial Advisor...
Personal Banker l - Overlook FC (Cincinnati West)
- Newport, KY (13 miles from Blue Ash, OH)
- 1 day ago
- Newport, KY (13 miles from Blue Ash, OH)
- 1 day ago
GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers...
Private Client Banker - Hamilton Meadows Branch
- Hamilton, OH (14 miles from Blue Ash, OH)
- 2 days ago
- Hamilton, OH (14 miles from Blue Ash, OH)
- 2 days ago
Location: 1492 Hamilton Richmond Road - Hamilton, Ohio 45013 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
- Cincinnati, OH (8 miles from Blue Ash, OH)
- 2 days ago
- Cincinnati, OH (8 miles from Blue Ash, OH)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 06-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Cincinnati, OH (8 miles from Blue Ash, OH)
- 3 days ago
- Cincinnati, OH (8 miles from Blue Ash, OH)
- 3 days ago
Management Maintain awareness of financial news via company-approved online sites, meetings and various news media to support and advance professional development toward becoming a RBC Financial Advisor...
Financial Advisor - PNC Investments
- Fairfield, OH (14 miles from Blue Ash, OH)
- 4 days ago
- Fairfield, OH (14 miles from Blue Ash, OH)
- 4 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...
- Cincinnati, OH (9 miles from Blue Ash, OH)
- 4 days ago
- Cincinnati, OH (9 miles from Blue Ash, OH)
- 4 days ago
As a Personal Banker within PNC's Retail Banking Organization, you will be based in Cincinnati OH, at the Parkwood Plaza branch....
Financial Advisor - PNC Investments
- Fairfield, OH (12 miles from Blue Ash, OH)
- 5 days ago
- Fairfield, OH (12 miles from Blue Ash, OH)
- 5 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...
Retail Personal Banker l - Cincinnati West side
- Newport, KY (13 miles from Blue Ash, OH)
- 9 days ago
- Newport, KY (13 miles from Blue Ash, OH)
- 9 days ago
Banker job family....
Retail Personal Banker I - Downtown Cincinnati
- Newport, KY (13 miles from Blue Ash, OH)
- 9 days ago
- Newport, KY (13 miles from Blue Ash, OH)
- 9 days ago
GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers...
Retail Personal Banker l - Cincinnati West side
- Cincinnati, OH (16 miles from Blue Ash, OH)
- 9 days ago
- Cincinnati, OH (16 miles from Blue Ash, OH)
- 9 days ago
Banker job family....
- Springboro, OH (21 miles from Blue Ash, OH)
- 11 days ago
- Springboro, OH (21 miles from Blue Ash, OH)
- 11 days ago
Banker job family....
- Amelia, OH (17 miles from Blue Ash, OH)
- 11 days ago
- Amelia, OH (17 miles from Blue Ash, OH)
- 11 days ago
GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers...
- West Chester, OH (7 miles from Blue Ash, OH)
- 11 days ago
- West Chester, OH (7 miles from Blue Ash, OH)
- 11 days ago
GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers...
Demographic Data for Blue Ash, OH
Moving to Blue Ash, OH? Find some basic demographic data about Blue Ash, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Blue Ash, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Blue Ash, 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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