Personal Banker Jobs in Delaware, 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.
- Dublin, OH (14 miles from Delaware, OH)
- 2 days ago
- Dublin, OH (14 miles from Delaware, OH)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 23-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Columbus, OH (13 miles from Delaware, OH)
- 3 days ago
- Columbus, OH (13 miles from Delaware, OH)
- 3 days ago
Banker job family....
Private Client Banker - Grandview - Columbus, OH
- Columbus, OH (13 miles from Delaware, OH)
- 7 days ago
- Columbus, OH (13 miles from Delaware, OH)
- 7 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...
Contact Center Personal Banker
- Columbus, OH (13 miles from Delaware, OH)
- 9 days ago
- Columbus, OH (13 miles from Delaware, OH)
- 9 days ago
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote WorkPrivate Client Banker - North Arlington Branch
- Upper Arlington, OH (21 miles from Delaware, OH)
- 10 days ago
- Upper Arlington, OH (21 miles from Delaware, OH)
- 10 days ago
Location:** 1933 W Henderson - Upper Arlington, Ohio 43220 **Job Summary** Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
- Columbus, OH (13 miles from Delaware, OH)
- 12 days ago
- Columbus, OH (13 miles from Delaware, OH)
- 12 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
- Hilliard, OH (20 miles from Delaware, OH)
- 17 days ago
- Hilliard, OH (20 miles from Delaware, OH)
- 17 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Powell, OH (8 miles from Delaware, OH)
- 18 days ago
- Powell, OH (8 miles from Delaware, OH)
- 18 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...
Private Client Banker - North Arlington Branch
- Columbus, OH (13 miles from Delaware, OH)
- 28 days ago
- Columbus, OH (13 miles from Delaware, OH)
- 28 days ago
Location: 1933 W Henderson - Upper Arlington, Ohio 43220 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
- Bexley, OH (24 miles from Delaware, OH)
- 30+ days ago
- Bexley, OH (24 miles from Delaware, OH)
- 30+ days ago
selling of new and existing Retail banking relationships....
Private Client Banker - Lewis Center Branch
- Powell, OH (8 miles from Delaware, OH)
- 30+ days ago
- Powell, OH (8 miles from Delaware, OH)
- 30+ days ago
Location: 8609 Owenfield Drive - Powell, Ohio 43065 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
- Columbus, OH (13 miles from Delaware, OH)
- 30+ days ago
- Columbus, OH (13 miles from Delaware, OH)
- 30+ days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Columbus, OH....
Personal Financial Representative - OH
- Ashley, OH (9 miles from Delaware, OH)
- 30+ days ago
- Ashley, OH (9 miles from Delaware, OH)
- 30+ 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- Columbus, OH (13 miles from Delaware, OH)
- 60+ days ago
- Columbus, OH (13 miles from Delaware, OH)
- 60+ days ago
As an Associate Financial Advisor, you will: Operate within the teams client service and wealth management strategy to ensure high quality client service....
Private Client Banker - Hilliard Branch
- Hilliard, OH (20 miles from Delaware, OH)
- 60+ days ago
- Hilliard, OH (20 miles from Delaware, OH)
- 60+ days ago
Location: 5390 Cemetery Road - Hilliard, Ohio 43026 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Demographic Data for Delaware, OH
Moving to Delaware, OH? Find some basic demographic data about Delaware, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Delaware, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Delaware, OH offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »