Personal Banker Jobs in Independence, 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.
- Brecksville, OH (6 miles from Independence, OH)
- 1 day ago
- Brecksville, OH (6 miles from Independence, OH)
- 1 day ago
As a(n) Personal Banker within PNC Retail Branch organization, you will be based in Brecksville, OH....
- Cleveland, OH (7 miles from Independence, OH)
- 5 days ago
- Cleveland, OH (7 miles from Independence, OH)
- 5 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....
- Cleveland, OH (7 miles from Independence, OH)
- 8 days ago
- Cleveland, OH (7 miles from Independence, OH)
- 8 days ago
As a Branch Banker within PNC's Retail Banking organization, you will be based in Cleveland, Ohio at the Broadway-71st Street location....
- Cleveland, OH (7 miles from Independence, OH)
- 11 days ago
- Cleveland, OH (7 miles from Independence, OH)
- 11 days ago
Customer Relationship Manager CLEVELAND, OH Order: 238719 Order Type : Direct Hire Minutemen Direct is recruiting for an experienced Customer Relationship Manager with customer relationship skills...
Private Client Banker - Summit Mall - Akron, OH
- Akron, OH (24 miles from Independence, OH)
- 16 days ago
- Akron, OH (24 miles from Independence, OH)
- 16 days ago
Location: Akron, US-OH Rate: Not Specified Type: Permanent Private Client Banker - Summit Mall - Akron, OH You have a passion for taking care of our customers and employees and making them feel...
- Willoughby, OH (21 miles from Independence, OH)
- 17 days ago
- Willoughby, OH (21 miles from Independence, OH)
- 17 days ago
Banker job family....
- Cleveland, OH (7 miles from Independence, OH)
- 19 days ago
- Cleveland, OH (7 miles from Independence, OH)
- 19 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Avon, OH (19 miles from Independence, OH)
- 22 days ago
- Avon, OH (19 miles from Independence, OH)
- 22 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Akron, OH (24 miles from Independence, OH)
- 30+ days ago
- Akron, OH (24 miles from Independence, OH)
- 30+ days ago
Prudential Advisors is looking for an experienced financial professional in the Akron area that is interested in working with Prudential existing client base. This exciting position will allow you...
- Berea, OH (11 miles from Independence, OH)
- 30+ days ago
- Berea, OH (11 miles from Independence, OH)
- 30+ days ago
Banker job family....
Personal Banker II Associate DeNovo (Westlake)
- Westlake, OH (15 miles from Independence, OH)
- 30+ days ago
- Westlake, OH (15 miles from Independence, OH)
- 30+ days ago
Banker job family....
Financial Advisor PNC Investments
- North Olmsted, OH (14 miles from Independence, OH)
- 30+ days ago
- North Olmsted, OH (14 miles from Independence, OH)
- 30+ days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Merrill Market Client Relationship Manager
- Pepper Pike, OH (11 miles from Independence, OH)
- 30+ days ago
- Pepper Pike, OH (11 miles from Independence, OH)
- 30+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Retirement Planner/Financial Advisor
- Akron, OH (24 miles from Independence, OH)
- 30+ days ago
- Akron, OH (24 miles from Independence, OH)
- 30+ days ago
Golden Reserve is looking for an experienced financial retirement planner for our location in Akron. We know the challenges you face to make it in the financial industry. Particularly, if you dont...
Personal Banker - North Olmsted
- North Olmsted, OH (14 miles from Independence, OH)
- 45+ days ago
- North Olmsted, OH (14 miles from Independence, OH)
- 45+ days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
Demographic Data for Independence, OH
Moving to Independence, OH? Find some basic demographic data about Independence, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Independence, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Independence, 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
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- 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
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