Personal Banker Jobs in Lockbourne, 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.
Financial Advisor II Southwest Health Plans
- Columbus, OH (19 miles from Lockbourne, OH)
- 1 day ago
- Columbus, OH (19 miles from Lockbourne, OH)
- 1 day ago
About Us** Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in...
- Westerville, OH (20 miles from Lockbourne, OH)
- 1 day ago
- Westerville, OH (20 miles from Lockbourne, OH)
- 1 day ago
As a(n) Personal Banker within PNC's [name of division] organization, you will be based in Westerville, OH....
- Grove City, OH (8 miles from Lockbourne, OH)
- 2 days ago
- Grove City, OH (8 miles from Lockbourne, OH)
- 2 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Grove City, OH....
Asset Management - Financial Advisor Services - Analyst
- Columbus, OH (19 miles from Lockbourne, OH)
- 2 days ago
- Columbus, OH (19 miles from Lockbourne, OH)
- 2 days ago
Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them...
Personal Banker Associate I - Columbus North
- Columbus, OH (19 miles from Lockbourne, OH)
- 5 days ago
- Columbus, OH (19 miles from Lockbourne, OH)
- 5 days ago
Banker job family....
Private Client Banker - Easton Employee Center - Columbus, OH
- Columbus, OH (19 miles from Lockbourne, OH)
- 6 days ago
- Columbus, OH (19 miles from Lockbourne, OH)
- 6 days ago
JobID: 210626914 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-05-16T12:54:25+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
Private Client Banker - Maxtown - Westerville, OH
- Westerville, OH (20 miles from Lockbourne, OH)
- 7 days ago
- Westerville, OH (20 miles from Lockbourne, OH)
- 7 days 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 (19 miles from Lockbourne, OH)
- 11 days ago
- Columbus, OH (19 miles from Lockbourne, OH)
- 11 days ago
banking experience required OTHER INFORMATION Must be able to work on a computer/view a screen for extended periods of time....
Financial Advisor - Experienced Professionals
- Columbus, OH (19 miles from Lockbourne, OH)
- 12 days ago
- Columbus, OH (19 miles from Lockbourne, OH)
- 12 days ago
Skilled in portfolio and wealth management, with the ability to integrate financial products into a long-term planning strategy....
- Worthington, OH (19 miles from Lockbourne, OH)
- 15 days ago
- Worthington, OH (19 miles from Lockbourne, OH)
- 15 days ago
GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers....
- Hilliard, OH (17 miles from Lockbourne, OH)
- 15 days ago
- Hilliard, OH (17 miles from Lockbourne, OH)
- 15 days ago
Location: 5390 Cemetery Road - Hilliard, Ohio 43026 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
- Westerville, OH (20 miles from Lockbourne, OH)
- 18 days ago
- Westerville, OH (20 miles from Lockbourne, OH)
- 18 days ago
Banker job family....
HFA Financial Advisor - Branch
- Columbus, OH (19 miles from Lockbourne, OH)
- 21 days ago
- Columbus, OH (19 miles from Lockbourne, OH)
- 21 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- Dublin, OH (21 miles from Lockbourne, OH)
- 29 days ago
- Dublin, OH (21 miles from Lockbourne, OH)
- 29 days ago
This job posting is anticipated to remain open for 30 days, from 19-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Columbus, OH (19 miles from Lockbourne, OH)
- 30+ days ago
- Columbus, OH (19 miles from Lockbourne, OH)
- 30+ days ago
Banker job family....
Demographic Data for Lockbourne, OH
Moving to Lockbourne, OH? Find some basic demographic data about Lockbourne, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lockbourne, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lockbourne, 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
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Lending
- Commercial Banking
- Account Maintenance
- Private Banking
- Mortgage Processing
- Cross Selling
- Treasury
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Business Development
- Listening
- Retail
- High School Diploma
- Negotiation
- Investigation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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