Personal Banker Jobs in Franklin, 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.
Associate Financial Advisor - R25_0000002172
- Miamisburg, OH (7 miles from Franklin, OH)
- 13 hours ago
- Miamisburg, OH (7 miles from Franklin, OH)
- 13 hours ago
We are seeking an Associate Financial Advisor (AFA) to work alongside a Personal Financial Advisor to manage the relationships of roughly 50 to 250 "best fit" client households in our Dayton, Ohio...
Personal Banker II - Alex Road FC
- Miamisburg, OH (7 miles from Franklin, OH)
- 1 day ago
- Miamisburg, OH (7 miles from Franklin, OH)
- 1 day ago
Banker job family....
Financial Advisor - Career Change Opportunity
- Xenia, OH (23 miles from Franklin, OH)
- 5 days ago
- Xenia, OH (23 miles from Franklin, OH)
- 5 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 20-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Retail Personal Banker l - Northeast Cincinnati (Hyde Park, Kenwood, Loveland, Milford, etc)
- Cincinnati, OH (22 miles from Franklin, OH)
- 5 days ago
- Cincinnati, OH (22 miles from Franklin, OH)
- 5 days ago
Banker job family....
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- Xenia, OH (23 miles from Franklin, OH)
- 5 days ago
- Xenia, OH (23 miles from Franklin, OH)
- 5 days ago
This job posting is anticipated to remain open for 30 days, from 20-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Hamilton, OH (12 miles from Franklin, OH)
- 6 days ago
- Hamilton, OH (12 miles from Franklin, OH)
- 6 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
- Centerville, OH (8 miles from Franklin, OH)
- 6 days ago
- Centerville, OH (8 miles from Franklin, OH)
- 6 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Centerville, Ohio....
- Blue Ash, OH (19 miles from Franklin, OH)
- 7 days ago
- Blue Ash, OH (19 miles from Franklin, OH)
- 7 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Cincinnati, Ohio at the Blue Ash Branch....
- Miamisburg, OH (7 miles from Franklin, OH)
- 7 days ago
- Miamisburg, OH (7 miles from Franklin, OH)
- 7 days ago
We are seeking an Associate Financial Advisor (AFA) to work alongside a Personal Financial Advisor to manage the relationships of roughly 50 to 250 best fit client households in our Dayton, Ohio...
Personal Banker II - Tylersville Bank Mart
- West Chester, OH (14 miles from Franklin, OH)
- 7 days ago
- West Chester, OH (14 miles from Franklin, OH)
- 7 days ago
Banker job family....
- Cincinnati, OH (22 miles from Franklin, OH)
- 8 days ago
- Cincinnati, OH (22 miles from Franklin, OH)
- 8 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Cincinnati, Ohio at the Blue Ash Branch....
- Mason, OH (12 miles from Franklin, OH)
- 9 days ago
- Mason, OH (12 miles from Franklin, OH)
- 9 days ago
Banker job family....
Personal Banker II - Symmes FC
- Cincinnati, OH (17 miles from Franklin, OH)
- 12 days ago
- Cincinnati, OH (17 miles from Franklin, OH)
- 12 days ago
Banker job family....
Banker job family....
Personal Banker II - Oakwood FC
- Dayton, OH (14 miles from Franklin, OH)
- 13 days ago
- Dayton, OH (14 miles from Franklin, OH)
- 13 days ago
Banker job family....
Demographic Data for Franklin, OH
Moving to Franklin, OH? Find some basic demographic data about Franklin, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Franklin, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Franklin, 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Investigation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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