Personal Banker Jobs in Eastlake, 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.
Licensed Private Client Banker
- Macedonia, OH (24 miles from Eastlake, OH)
- 2 days ago
- Macedonia, OH (24 miles from Eastlake, 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...
Licensed Private Client Banker - 127 Public Square
- Cleveland, OH (17 miles from Eastlake, OH)
- 2 days ago
- Cleveland, OH (17 miles from Eastlake, OH)
- 2 days ago
Location: 127 Public Square - Cleveland, Ohio 44114 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Personal Banker II, Independence
- Cleveland, OH (17 miles from Eastlake, OH)
- 6 days ago
- Cleveland, OH (17 miles from Eastlake, OH)
- 6 days ago
Job Description Position Summary: The Personal Banker II plays a key role in providing exceptional customer service and building lasting relationships with clients....
2026 January Financial Advisor Development Program - Cleveland
- Pepper Pike, OH (11 miles from Eastlake, OH)
- 7 days ago
- Pepper Pike, OH (11 miles from Eastlake, OH)
- 7 days ago
A background in business administration, wealth management, financial planning, or finance is preferred....
Financial Advisor - Hanscom Federal Credit Union
- Bedford, OH (19 miles from Eastlake, OH)
- 9 days ago
- Bedford, OH (19 miles from Eastlake, 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 (7 miles from Eastlake, OH)
- 10 days ago
- Highland Heights, OH (7 miles from Eastlake, OH)
- 10 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
HFA Financial Advisor Senior- Branch
- Cleveland, OH (17 miles from Eastlake, OH)
- 14 days ago
- Cleveland, OH (17 miles from Eastlake, OH)
- 14 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 WorkPersonal Banker - Aurora - Aurora, OH
- Aurora, OH (24 miles from Eastlake, OH)
- 15 days ago
- Aurora, OH (24 miles from Eastlake, OH)
- 15 days ago
selling of new and existing Retail banking relationships....
- Cleveland, OH (17 miles from Eastlake, OH)
- 17 days ago
- Cleveland, OH (17 miles from Eastlake, 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.....
- Cleveland, OH (14 miles from Eastlake, OH)
- 17 days ago
- Cleveland, OH (14 miles from Eastlake, 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.....
- Cleveland, OH (17 miles from Eastlake, OH)
- 20 days ago
- Cleveland, OH (17 miles from Eastlake, OH)
- 20 days ago
Job Overview: The Personal Banker II plays a key role in providing exceptional customer service and building lasting relationships with clients....
- Cleveland, OH (17 miles from Eastlake, OH)
- 21 days ago
- Cleveland, OH (17 miles from Eastlake, OH)
- 21 days ago
The Personal Banker II plays a key role in providing exceptional customer service and building lasting relationships with clients....
- Independence, OH (21 miles from Eastlake, OH)
- 21 days ago
- Independence, OH (21 miles from Eastlake, OH)
- 21 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 (14 miles from Eastlake, OH)
- 21 days ago
- Chagrin Falls, OH (14 miles from Eastlake, OH)
- 21 days ago
Banker job family....
- Cleveland, OH (17 miles from Eastlake, OH)
- 21 days ago
- Cleveland, OH (17 miles from Eastlake, OH)
- 21 days ago
management + **Commissions and Bonus** : In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. + **Benefits** : Comprehensive benefits programs for eligible...
Demographic Data for Eastlake, OH
Moving to Eastlake, OH? Find some basic demographic data about Eastlake, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Eastlake, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Eastlake, 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
- Private Banking
- 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
- 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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