Personal Banker Jobs in Medina, 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.
- Stow, OH (24 miles from Medina, OH)
- 2 days ago
- Stow, OH (24 miles from Medina, OH)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 14-Aug-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Private Client Banker - Summit Mall - Akron, OH
- Akron, OH (19 miles from Medina, OH)
- 3 days ago
- Akron, OH (19 miles from Medina, OH)
- 3 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Brunswick, OH (12 miles from Medina, OH)
- 5 days ago
- Brunswick, OH (12 miles from Medina, OH)
- 5 days ago
As a(n) Personal Banker within PNC's Retail Branch organization, you will be based in [city/state location of position]....
Private Client Banker - North Ridgeville - North Ridgeville, OH
- North Ridgeville, OH (23 miles from Medina, OH)
- 6 days ago
- North Ridgeville, OH (23 miles from Medina, OH)
- 6 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Financial Advisor - PNC Investments Financial Advisor - PNC Investments
- Stow, OH (24 miles from Medina, OH)
- 9 days ago
- Stow, OH (24 miles from Medina, OH)
- 9 days ago
Financial Advisor - PNC Investments PNC Financial Services Group 3.6 ( ) Stow, OH Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive...
Financial Advisor Financial Advisor
- North Ridgeville, OH (23 miles from Medina, OH)
- 9 days ago
- North Ridgeville, OH (23 miles from Medina, OH)
- 9 days ago
Financial Advisor Edward Jones 3.8 ( ) North Ridgeville, OH Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender...
Private Client Banker - Wadsworth - Wadsworth, OH Private Client Banker - Wadsworth - Wadsworth, OH
- Wadsworth, OH (7 miles from Medina, OH)
- 9 days ago
- Wadsworth, OH (7 miles from Medina, OH)
- 9 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Middleburg Heights, OH (22 miles from Medina, OH)
- 12 days ago
- Middleburg Heights, OH (22 miles from Medina, OH)
- 12 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Private Client Banker - Strongsville - Strongsville, OH
- Strongsville, OH (17 miles from Medina, OH)
- 18 days ago
- Strongsville, OH (17 miles from Medina, OH)
- 18 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Cuyahoga Falls, OH (23 miles from Medina, OH)
- 30+ days ago
- Cuyahoga Falls, OH (23 miles from Medina, OH)
- 30+ days ago
Banker job family....
Private Client Banker - Wadsworth - Wadsworth, OH
- Wadsworth, OH (7 miles from Medina, OH)
- 30+ days ago
- Wadsworth, OH (7 miles from Medina, OH)
- 30+ days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Broadview Heights, OH (20 miles from Medina, OH)
- 30+ days ago
- Broadview Heights, OH (20 miles from Medina, OH)
- 30+ days ago
Banker job family....
Retail Personal Banker Associate I
- North Olmsted, OH (24 miles from Medina, OH)
- 30+ days ago
- North Olmsted, OH (24 miles from Medina, OH)
- 30+ days ago
Banker job family....
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...
Private Client Financial Advisor - Fairlawn, OH
- Fairlawn, OH (15 miles from Medina, OH)
- 45+ days ago
- Fairlawn, OH (15 miles from Medina, OH)
- 45+ days ago
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough...
Demographic Data for Medina, OH
Moving to Medina, OH? Find some basic demographic data about Medina, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Medina, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Medina, 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
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Listening
- Retail
- Business Development
- 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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