Personal Banker Jobs in Burton, 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.
- Stow, OH (24 miles from Burton, OH)
- 2 days ago
- Stow, OH (24 miles from Burton, OH)
- 2 days ago
As a Senior Personal Banker within PNC's Retail Banking organization, you will be based in Stow, Ohio at the Stow Branch.....
Licensed Private Client Banker
- Macedonia, OH (19 miles from Burton, OH)
- 2 days ago
- Macedonia, OH (19 miles from Burton, OH)
- 2 days ago
Location: 640 East Aurora Road - Macedonia, Ohio 44056 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
2026 January Financial Advisor Development Program - Cleveland
- Pepper Pike, OH (16 miles from Burton, OH)
- 8 days ago
- Pepper Pike, OH (16 miles from Burton, OH)
- 8 days ago
A background in business administration, wealth management, financial planning, or finance is preferred....
Financial Advisor - Hanscom Federal Credit Union
- Bedford, OH (20 miles from Burton, OH)
- 9 days ago
- Bedford, OH (20 miles from Burton, OH)
- 9 days ago
Credit Union Financial Advisor - Hanscom Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial...
- Highland Heights, OH (18 miles from Burton, OH)
- 10 days ago
- Highland Heights, OH (18 miles from Burton, OH)
- 10 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Personal Banker - Aurora - Aurora, OH
- Aurora, OH (13 miles from Burton, OH)
- 16 days ago
- Aurora, OH (13 miles from Burton, OH)
- 16 days ago
selling of new and existing Retail banking relationships....
- Cleveland, OH (21 miles from Burton, OH)
- 17 days ago
- Cleveland, OH (21 miles from Burton, OH)
- 17 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Cleveland, OH at the Shaker Square branch.....
Personal Banker - Streetsboro - Streetsboro, OH
- Streetsboro, OH (17 miles from Burton, OH)
- 21 days ago
- Streetsboro, OH (17 miles from Burton, OH)
- 21 days ago
selling of new and existing Retail banking relationships....
- Willoughby, OH (17 miles from Burton, OH)
- 22 days ago
- Willoughby, OH (17 miles from Burton, OH)
- 22 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 (12 miles from Burton, OH)
- 22 days ago
- Chagrin Falls, OH (12 miles from Burton, OH)
- 22 days ago
Banker job family....
- Solon, OH (15 miles from Burton, OH)
- 22 days ago
- Solon, OH (15 miles from Burton, OH)
- 22 days ago
Banker job family....
HFA Financial Advisor Senior - Branch
- Mentor, OH (18 miles from Burton, OH)
- 30+ days ago
- Mentor, OH (18 miles from Burton, OH)
- 30+ 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 WorkFinancial Advisor - PNC Investments
- Stow, OH (24 miles from Burton, OH)
- 30+ days ago
- Stow, OH (24 miles from Burton, 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...
Private Client Financial Advisor - Kirtland, OH
- Kirtland, OH (17 miles from Burton, OH)
- 30+ days ago
- Kirtland, OH (17 miles from Burton, OH)
- 30+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Merrill Experienced Financial Advisor
- Pepper Pike, OH (16 miles from Burton, OH)
- 45+ days ago
- Pepper Pike, OH (16 miles from Burton, OH)
- 45+ 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....
Demographic Data for Burton, OH
Moving to Burton, OH? Find some basic demographic data about Burton, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Burton, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Burton, 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
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Math
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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