Personal Banker Jobs in Lebanon, 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.
- West Chester, OH (13 miles from Lebanon, OH)
- 1 day ago
- West Chester, OH (13 miles from Lebanon, OH)
- 1 day ago
As a Full Time Personal Banker within PNC's Dayton-Cincinnati Region Retail Branch organization, you will be based in West Chester, OH....
Personal Banker I - Monroe Bank Mart
- Monroe, OH (8 miles from Lebanon, OH)
- 2 days ago
- Monroe, OH (8 miles from Lebanon, OH)
- 2 days ago
Banker job family....
- Milford, OH (20 miles from Lebanon, OH)
- 3 days ago
- Milford, OH (20 miles from Lebanon, OH)
- 3 days ago
As a Financial Advisor with First Commonwealth, your primary focus is to advise clients and prospects on a full range of investment, retirement and insurance products in order to best meet their...
Personal Banker II - Landen Bank Mart
- Maineville, OH (8 miles from Lebanon, OH)
- 5 days ago
- Maineville, OH (8 miles from Lebanon, OH)
- 5 days ago
Banker job family....
- Kettering, OH (18 miles from Lebanon, OH)
- 9 days ago
- Kettering, OH (18 miles from Lebanon, OH)
- 9 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Retail Personal Banker I - Walnut Hills FC
- Cincinnati, OH (24 miles from Lebanon, OH)
- 10 days ago
- Cincinnati, OH (24 miles from Lebanon, OH)
- 10 days ago
GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers...
Personal Banker I - West Chester Region
- West Chester, OH (13 miles from Lebanon, OH)
- 10 days ago
- West Chester, OH (13 miles from Lebanon, OH)
- 10 days ago
Banker job family....
Personal Banker II - Southwest Dayton area
- Hamilton, OH (15 miles from Lebanon, OH)
- 11 days ago
- Hamilton, OH (15 miles from Lebanon, OH)
- 11 days ago
Banker job family....
Personal Banker II - North Cincinnati Region
- Maineville, OH (8 miles from Lebanon, OH)
- 11 days ago
- Maineville, OH (8 miles from Lebanon, OH)
- 11 days ago
Banker job family....
Personal Banker I - Southwest Dayton area
- Hamilton, OH (15 miles from Lebanon, OH)
- 11 days ago
- Hamilton, OH (15 miles from Lebanon, OH)
- 11 days ago
Banker job family....
- Springdale, OH (17 miles from Lebanon, OH)
- 11 days ago
- Springdale, OH (17 miles from Lebanon, OH)
- 11 days ago
ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending...
Personal Banker II - Southeast Dayton area
- Beavercreek, OH (15 miles from Lebanon, OH)
- 11 days ago
- Beavercreek, OH (15 miles from Lebanon, OH)
- 11 days ago
Banker job family....
- Mason, OH (8 miles from Lebanon, OH)
- 11 days ago
- Mason, OH (8 miles from Lebanon, OH)
- 11 days ago
Job Purpose: This is a professional selling position in retail banking with accountability to attract new relationships and retain existing relationships....
Float Personal Banker Associate I - SW Dayton Region (Franklin, OH & Surrounding Areas)
- Franklin, OH (7 miles from Lebanon, OH)
- 12 days ago
- Franklin, OH (7 miles from Lebanon, OH)
- 12 days ago
Banker job family....
Personal Banker II - Liberty Township Bank Mart
- Liberty Township, OH (8 miles from Lebanon, OH)
- 12 days ago
- Liberty Township, OH (8 miles from Lebanon, OH)
- 12 days ago
Banker job family....
Demographic Data for Lebanon, OH
Moving to Lebanon, OH? Find some basic demographic data about Lebanon, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lebanon, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lebanon, OH offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- 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
- Consumer Lending
- Account Opening
- Lending
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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