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.
Private Client Relationship Manager
- Stow, OH (24 miles from Medina, OH)
- 1 day ago
- Stow, OH (24 miles from Medina, OH)
- 1 day ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
- Brecksville, OH (22 miles from Medina, OH)
- 11 days ago
- Brecksville, OH (22 miles from Medina, OH)
- 11 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Licensed Private Client Banker - Brunswick
- Brunswick, OH (12 miles from Medina, OH)
- 11 days ago
- Brunswick, OH (12 miles from Medina, OH)
- 11 days ago
Location: 3680 Center Road - Brunswick, Ohio 44212 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker...
- Green, OH (24 miles from Medina, OH)
- 12 days ago
- Green, OH (24 miles from Medina, OH)
- 12 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Akron, Ohio at the Green Arlington Road....
US Experienced Financial Advisor
- Akron, OH (19 miles from Medina, OH)
- 12 days ago
- Akron, OH (19 miles from Medina, OH)
- 12 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...
- Brunswick, OH (12 miles from Medina, OH)
- 12 days ago
- Brunswick, OH (12 miles from Medina, OH)
- 12 days ago
Banker job family....
- Akron, OH (20 miles from Medina, OH)
- 13 days ago
- Akron, OH (20 miles from Medina, OH)
- 13 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Akron, Ohio at the Portage Lakes Branch....
Financial Advisor - Career Change Opportunity
- Broadview Heights, OH (20 miles from Medina, OH)
- 14 days ago
- Broadview Heights, OH (20 miles from Medina, OH)
- 14 days ago
Job Overview 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. If you find yourself at a professional...
- Broadview Heights, OH (20 miles from Medina, OH)
- 14 days ago
- Broadview Heights, OH (20 miles from Medina, OH)
- 14 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...
- Parma, OH (23 miles from Medina, OH)
- 25 days ago
- Parma, OH (23 miles from Medina, OH)
- 25 days ago
Banker job family....
Financial Advisor - PNC Investments
- Stow, OH (24 miles from Medina, OH)
- 26 days ago
- Stow, OH (24 miles from Medina, OH)
- 26 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...
Financial Advisor Associate - R25_0000001862
- Akron, OH (19 miles from Medina, OH)
- 27 days ago
- Akron, OH (19 miles from Medina, OH)
- 27 days ago
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing...
Private Client Financial Advisor - Strongsville, OH
- Strongsville, OH (17 miles from Medina, OH)
- 27 days ago
- Strongsville, OH (17 miles from Medina, OH)
- 27 days ago
Primary responsibilities include + Develop a high-quality wealth management practice that provides a personalized wealth management strategy. + Enhance and preserve relationships with key partners to...
- Akron, OH (19 miles from Medina, OH)
- 30+ days ago
- Akron, OH (19 miles from Medina, OH)
- 30+ days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Akron, Ohio at the Wilbeth Road Branch....
Financial Advisor - Clear View Financial Group - Wooster, OH
- Wooster, OH (18 miles from Medina, OH)
- 90+ days ago
- Wooster, OH (18 miles from Medina, OH)
- 90+ days ago
Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts...
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
- 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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