Personal Banker Jobs in Grandview 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.
Private Client Banker - Bexley - Bexley, OH
- Bexley, OH (6 miles from Grandview Heights, OH)
- 1 hour ago
- Bexley, OH (6 miles from Grandview Heights, OH)
- 1 hour 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...
- Columbus, OH (8 miles from Grandview Heights, OH)
- 1 day ago
- Columbus, OH (8 miles from Grandview Heights, OH)
- 1 day ago
As a Senior Personal Banker within PNC's Retail Banking organization, you will be based in Columbus, Ohio at the Bexley Branch....
- Westerville, OH (11 miles from Grandview Heights, OH)
- 2 days ago
- Westerville, OH (11 miles from Grandview Heights, OH)
- 2 days ago
As a(n) Personal Banker within PNC's Retail Branch organization, you will be based in Westerville, OH....
- Columbus, OH (6 miles from Grandview Heights, OH)
- 2 days ago
- Columbus, OH (6 miles from Grandview Heights, OH)
- 2 days ago
As a Senior Personal Banker within PNC's Retail Banking organization, you will be based in Columbus, Ohio at the Bexley Branch....
- Pickerington, OH (16 miles from Grandview Heights, OH)
- 6 days ago
- Pickerington, OH (16 miles from Grandview Heights, OH)
- 6 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Member Service Rep / Universal Banker / Personal Banker
- Reynoldsburg, OH (14 miles from Grandview Heights, OH)
- 7 days ago
- Reynoldsburg, OH (14 miles from Grandview Heights, OH)
- 7 days ago
Member Service Rep / Universal Banker / Personal Banker Location: Reynoldsburg, OH Job Id: 835 # of Openings: 1 Formed in 1934, Telhio Credit Union began as a credit union for Columbus Telephone Company...
US Experienced Financial Advisor
- Columbus, OH (8 miles from Grandview Heights, OH)
- 7 days ago
- Columbus, OH (8 miles from Grandview Heights, OH)
- 7 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...
- Pataskala, OH (19 miles from Grandview Heights, OH)
- 10 days ago
- Pataskala, OH (19 miles from Grandview Heights, OH)
- 10 days ago
This job posting is anticipated to remain open for 30 days, from 16-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
HFA Financial Advisor Senior - Branch
- Columbus, OH (8 miles from Grandview Heights, OH)
- 11 days ago
- Columbus, OH (8 miles from Grandview Heights, OH)
- 11 days ago
Description Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice! The Huntington...
Remote Work- Columbus, OH (8 miles from Grandview Heights, OH)
- 13 days ago
- Columbus, OH (8 miles from Grandview Heights, OH)
- 13 days ago
Location: 88 East Broad Street - Columbus, Ohio 43215 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Float Personal Banker Associate 1- South Columbus
- Columbus, OH (8 miles from Grandview Heights, OH)
- 14 days ago
- Columbus, OH (8 miles from Grandview Heights, OH)
- 14 days ago
Banker job family....
Personal Financial Representative - OH
- Columbus, OH (8 miles from Grandview Heights, OH)
- 22 days ago
- Columbus, OH (8 miles from Grandview Heights, OH)
- 22 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- Grove City, OH (9 miles from Grandview Heights, OH)
- 23 days ago
- Grove City, OH (9 miles from Grandview Heights, OH)
- 23 days ago
Banker job family....
- Columbus, OH (8 miles from Grandview Heights, OH)
- 26 days ago
- Columbus, OH (8 miles from Grandview Heights, OH)
- 26 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Personal Banker Associate II - Jerome Village
- Dublin, OH (9 miles from Grandview Heights, OH)
- 29 days ago
- Dublin, OH (9 miles from Grandview Heights, OH)
- 29 days ago
Banker job family....
Demographic Data for Grandview Heights, OH
Moving to Grandview Heights, OH? Find some basic demographic data about Grandview Heights, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Grandview Heights, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Grandview 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Listening
- 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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