Personal Banker Jobs in Canal Winchester, 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 Financial Representative - OH
- Columbus, OH (21 miles from Canal Winchester, OH)
- 4 days ago
- Columbus, OH (21 miles from Canal Winchester, 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- Grove City, OH (17 miles from Canal Winchester, OH)
- 6 days ago
- Grove City, OH (17 miles from Canal Winchester, OH)
- 6 days ago
Banker job family....
- Columbus, OH (21 miles from Canal Winchester, OH)
- 9 days ago
- Columbus, OH (21 miles from Canal Winchester, OH)
- 9 days ago
As a(n) Personal Banker within PNC's Retail Branch organization, you will be based in Columbus, OH....
As a Personal Banker within PNC's Retail Banking organization, you will be based in Canal Winchester, Ohio at Canal Winchester Branch....
- Columbus, OH (21 miles from Canal Winchester, OH)
- 10 days ago
- Columbus, OH (21 miles from Canal Winchester, 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...
- Columbus, OH (21 miles from Canal Winchester, OH)
- 12 days ago
- Columbus, OH (21 miles from Canal Winchester, OH)
- 12 days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
- Columbus, OH (21 miles from Canal Winchester, OH)
- 12 days ago
- Columbus, OH (21 miles from Canal Winchester, 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 (21 miles from Canal Winchester, OH)
- 12 days ago
- Columbus, OH (21 miles from Canal Winchester, 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...
Merrill Experienced Financial Advisor
- Columbus, OH (21 miles from Canal Winchester, OH)
- 14 days ago
- Columbus, OH (21 miles from Canal Winchester, 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 (21 miles from Canal Winchester, OH)
- 15 days ago
- Columbus, OH (21 miles from Canal Winchester, 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...
- Lancaster, OH (14 miles from Canal Winchester, OH)
- 15 days ago
- Lancaster, OH (14 miles from Canal Winchester, OH)
- 15 days ago
Prudential Advisors is looking for an experienced financial professional in the Cincinnati- Dayton area that is interested in working with Prudential existing clients base. This exciting position...
Personal Banker Associate I - Columbus North
- Columbus, OH (21 miles from Canal Winchester, OH)
- 22 days ago
- Columbus, OH (21 miles from Canal Winchester, OH)
- 22 days ago
Banker job family....
- Columbus, OH (21 miles from Canal Winchester, OH)
- 27 days ago
- Columbus, OH (21 miles from Canal Winchester, OH)
- 27 days ago
banking experience required OTHER INFORMATION Must be able to work on a computer/view a screen for extended periods of time....
Financial Advisor - Experienced Professionals
- Columbus, OH (21 miles from Canal Winchester, OH)
- 29 days ago
- Columbus, OH (21 miles from Canal Winchester, OH)
- 29 days ago
Skilled in portfolio and wealth management, with the ability to integrate financial products into a long-term planning strategy....
- Worthington, OH (21 miles from Canal Winchester, OH)
- 30+ days ago
- Worthington, OH (21 miles from Canal Winchester, OH)
- 30+ days ago
GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers....
Demographic Data for Canal Winchester, OH
Moving to Canal Winchester, OH? Find some basic demographic data about Canal Winchester, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Canal Winchester, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Canal Winchester, 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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