Personal Banker Jobs in Chardon, 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.
- Willoughby, OH (10 miles from Chardon, OH)
- 1 day ago
- Willoughby, OH (10 miles from Chardon, OH)
- 1 day ago
Banker job family....
Private Client Banker - Cedar Fairmount - Cleveland Heights, OH
- Cleveland Heights, OH (21 miles from Chardon, OH)
- 2 days ago
- Cleveland Heights, OH (21 miles from Chardon, OH)
- 2 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- University Heights, OH (19 miles from Chardon, OH)
- 5 days ago
- University Heights, OH (19 miles from Chardon, OH)
- 5 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in University Heights, OH at the Center Cedar branch.....
- Richmond Heights, OH (14 miles from Chardon, OH)
- 13 days ago
- Richmond Heights, OH (14 miles from Chardon, OH)
- 13 days ago
Banker I or a Personal Banker II, depending on experience and education....
- Mayfield Heights, OH (15 miles from Chardon, OH)
- 15 days ago
- Mayfield Heights, OH (15 miles from Chardon, OH)
- 15 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Merrill Market Client Relationship Manager Merrill Market Client Relationship Manager
- Pepper Pike, OH (15 miles from Chardon, OH)
- 15 days ago
- Pepper Pike, OH (15 miles from Chardon, OH)
- 15 days ago
Merrill Market Client Relationship Manager Bank of America 3.2 ( ) Pepper Pike, OH Why you should apply for a job to Bank of America : Ranked as one of the 57% say women are treated fairly and...
Banker job family....
- Mentor, OH (10 miles from Chardon, OH)
- 18 days ago
- Mentor, OH (10 miles from Chardon, OH)
- 18 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Private Client Banker - Mayfield Heights - Mayfield Heights, OH
- Mayfield Heights, OH (15 miles from Chardon, OH)
- 22 days ago
- Mayfield Heights, OH (15 miles from Chardon, OH)
- 22 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Licensed Private Client Banker
- Macedonia, OH (23 miles from Chardon, OH)
- 45+ days ago
- Macedonia, OH (23 miles from Chardon, OH)
- 45+ days ago
ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending...
2026 January Financial Advisor Development Program - Cleveland
- Pepper Pike, OH (15 miles from Chardon, OH)
- 45+ days ago
- Pepper Pike, OH (15 miles from Chardon, OH)
- 45+ days ago
Your role Interested in working in financial services, specifically as a financial advisor serving clients, but not sure where to start? Do you want to work for a firm with a truly global...
Merrill Experienced Financial Advisor
- Pepper Pike, OH (15 miles from Chardon, OH)
- 90+ days ago
- Pepper Pike, OH (15 miles from Chardon, OH)
- 90+ 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. Merrill...
Merrill Market Client Relationship Manager
- Pepper Pike, OH (15 miles from Chardon, OH)
- 90+ days ago
- Pepper Pike, OH (15 miles from Chardon, OH)
- 90+ 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. Merrill...
Demographic Data for Chardon, OH
Moving to Chardon, OH? Find some basic demographic data about Chardon, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Chardon, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Chardon, OH offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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