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.
- Lakewood, OH (22 miles from Eastlake, OH)
- 1 day ago
- Lakewood, OH (22 miles from Eastlake, OH)
- 1 day ago
Banker job family....
- Rocky River, OH (24 miles from Eastlake, OH)
- 1 day ago
- Rocky River, OH (24 miles from Eastlake, OH)
- 1 day ago
As a Personal Banker Sr within PNC's Retail Branch organization, you will be based in Rocky River, OH at our Center Ridge branch location....
Licensed Private Client Banker
- Macedonia, OH (24 miles from Eastlake, OH)
- 9 days ago
- Macedonia, OH (24 miles from Eastlake, OH)
- 9 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)
- 9 days ago
- Cleveland, OH (17 miles from Eastlake, OH)
- 9 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)
- 13 days ago
- Cleveland, OH (17 miles from Eastlake, OH)
- 13 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)
- 15 days ago
- Pepper Pike, OH (11 miles from Eastlake, OH)
- 15 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)
- 17 days ago
- Bedford, OH (19 miles from Eastlake, OH)
- 17 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)
- 17 days ago
- Highland Heights, OH (7 miles from Eastlake, OH)
- 17 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Personal Banker - Aurora - Aurora, OH
- Aurora, OH (24 miles from Eastlake, OH)
- 23 days ago
- Aurora, OH (24 miles from Eastlake, OH)
- 23 days ago
selling of new and existing Retail banking relationships....
- Cleveland, OH (17 miles from Eastlake, OH)
- 28 days ago
- Cleveland, OH (17 miles from Eastlake, OH)
- 28 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)
- 29 days ago
- Cleveland, OH (17 miles from Eastlake, OH)
- 29 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)
- 29 days ago
- Independence, OH (21 miles from Eastlake, OH)
- 29 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)
- 29 days ago
- Chagrin Falls, OH (14 miles from Eastlake, OH)
- 29 days ago
Banker job family....
- Cleveland, OH (17 miles from Eastlake, OH)
- 29 days ago
- Cleveland, OH (17 miles from Eastlake, OH)
- 29 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...
US Experienced Financial Advisor
- Cleveland, OH (17 miles from Eastlake, OH)
- 29 days ago
- Cleveland, OH (17 miles from Eastlake, OH)
- 29 days ago
We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model....
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
- 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
- Account Opening
- Consumer Lending
- Lending
- 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
- Relationship Management
- Inbound/Outbound Calling
- Retail
- Listening
- Business Development
- Math
- Customer Relations
- High School Diploma
- Written Communication
- Telephone Skills
- Reporting
- Policy Development
- Coaching
- Regulations
- Problem Solving
- Sales
- 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 »