Personal Banker Jobs in Cleveland Heights, 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.
- Shaker Heights, OH (2 miles from Cleveland Heights, OH)
- 2 days ago
- Shaker Heights, OH (2 miles from Cleveland Heights, OH)
- 2 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Shaker Heights, OH....
- Cleveland, OH (4 miles from Cleveland Heights, OH)
- 2 days ago
- Cleveland, OH (4 miles from Cleveland Heights, OH)
- 2 days ago
Banker job family....
Personal Banker Associate I (Westlake)
- Westlake, OH (17 miles from Cleveland Heights, OH)
- 3 days ago
- Westlake, OH (17 miles from Cleveland Heights, OH)
- 3 days ago
Banker job family....
- Parma, OH (10 miles from Cleveland Heights, OH)
- 3 days ago
- Parma, OH (10 miles from Cleveland Heights, OH)
- 3 days ago
Banker job family....
Private Client Banker - Solon - Solon, OH
- Solon, OH (11 miles from Cleveland Heights, OH)
- 4 days ago
- Solon, OH (11 miles from Cleveland Heights, OH)
- 4 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
HFA Financial Advisor Senior- Branch
- Mentor, OH (18 miles from Cleveland Heights, OH)
- 4 days ago
- Mentor, OH (18 miles from Cleveland Heights, OH)
- 4 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 Work- Hudson, OH (19 miles from Cleveland Heights, OH)
- 4 days ago
- Hudson, OH (19 miles from Cleveland Heights, OH)
- 4 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Financial Advisor - PNC Investments
- Stow, OH (24 miles from Cleveland Heights, OH)
- 4 days ago
- Stow, OH (24 miles from Cleveland Heights, 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...
Private Client Financial Advisor
- Strongsville, OH (17 miles from Cleveland Heights, OH)
- 5 days ago
- Strongsville, OH (17 miles from Cleveland Heights, OH)
- 5 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Personal Banker Supervisor, East Regional Team
- Cleveland, OH (4 miles from Cleveland Heights, OH)
- 10 days ago
- Cleveland, OH (4 miles from Cleveland Heights, OH)
- 10 days ago
Job Description Job Overview: The Regional Banking Supervisor plays a key role in delivering exceptional customer service and strengthening customer relationships. This position involves engaging...
Bilingual Preferred Personal Banker Supervisor, Memphis-Fulton
- Cleveland, OH (4 miles from Cleveland Heights, OH)
- 10 days ago
- Cleveland, OH (4 miles from Cleveland Heights, OH)
- 10 days ago
Job Description Position Summary: The Personal Banker Supervisor plays a key role in delivering exceptional customer service and strengthening customer relationships....
HFA Financial Advisor - Branch
- Brunswick, OH (21 miles from Cleveland Heights, OH)
- 11 days ago
- Brunswick, OH (21 miles from Cleveland Heights, OH)
- 11 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 Work- Rocky River, OH (12 miles from Cleveland Heights, OH)
- 14 days ago
- Rocky River, OH (12 miles from Cleveland Heights, OH)
- 14 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
Merrill Experienced Financial Advisor
- Pepper Pike, OH (6 miles from Cleveland Heights, OH)
- 14 days ago
- Pepper Pike, OH (6 miles from Cleveland Heights, 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....
- Cleveland, OH (4 miles from Cleveland Heights, OH)
- 15 days ago
- Cleveland, OH (4 miles from Cleveland Heights, OH)
- 15 days ago
Prudential Advisors is looking for an experienced financial professional in the Cleveland area that is interested in working with Prudential existing client's base. This exciting position will...
Demographic Data for Cleveland Heights, OH
Moving to Cleveland Heights, OH? Find some basic demographic data about Cleveland Heights, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Cleveland Heights, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Cleveland Heights, 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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