Personal Banker Jobs in Mentor, 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.
- Willoughby, OH (3 miles from Mentor, OH)
- 12 hours ago
- Willoughby, OH (3 miles from Mentor, OH)
- 12 hours ago
Banker job family....
- Cleveland, OH (22 miles from Mentor, OH)
- 1 day ago
- Cleveland, OH (22 miles from Mentor, OH)
- 1 day ago
Job Description Job Overview: The Personal Banker II plays a key role in providing exceptional customer service and building lasting relationships with clients....
Personal Banker Supervisor, Mentor
- Cleveland, OH (22 miles from Mentor, OH)
- 1 day ago
- Cleveland, OH (22 miles from Mentor, OH)
- 1 day ago
Job Description Job Overview: The Personal Banker Supervisor plays a key role in delivering exceptional customer service and strengthening customer relationships....
Private Client Banker - Cedar Fairmount - Cleveland Heights, OH
- Cleveland Heights, OH (18 miles from Mentor, OH)
- 2 days ago
- Cleveland Heights, OH (18 miles from Mentor, OH)
- 2 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Mobile Banking Personal Banker
- Cleveland, OH (22 miles from Mentor, OH)
- 3 days ago
- Cleveland, OH (22 miles from Mentor, OH)
- 3 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...
Mobile Banking Personal Banker
- Cleveland, OH (20 miles from Mentor, OH)
- 5 days ago
- Cleveland, OH (20 miles from Mentor, OH)
- 5 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...
- University Heights, OH (16 miles from Mentor, OH)
- 5 days ago
- University Heights, OH (16 miles from Mentor, OH)
- 5 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in University Heights, OH at the Center Cedar branch.....
- Cleveland, OH (22 miles from Mentor, OH)
- 7 days ago
- Cleveland, OH (22 miles from Mentor, OH)
- 7 days ago
Personal Bankers receive comprehensive training and resources to identify referral opportunities and enhance customer relationships....
Personal Banker - Cleveland (Returning Intern)
- Cleveland, OH (22 miles from Mentor, OH)
- 8 days ago
- Cleveland, OH (22 miles from Mentor, OH)
- 8 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Richmond Heights, OH (11 miles from Mentor, OH)
- 13 days ago
- Richmond Heights, OH (11 miles from Mentor, OH)
- 13 days ago
Banker I or a Personal Banker II, depending on experience and education....
- Mayfield Heights, OH (14 miles from Mentor, OH)
- 15 days ago
- Mayfield Heights, OH (14 miles from Mentor, OH)
- 15 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker Personal Banker
- Aurora, OH (24 miles from Mentor, OH)
- 15 days ago
- Aurora, OH (24 miles from Mentor, OH)
- 15 days ago
Personal Banker PNC Financial Services Group 3.6 ( ) Aurora, OH Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive management 73% say women are...
Merrill Market Client Relationship Manager Merrill Market Client Relationship Manager
- Pepper Pike, OH (14 miles from Mentor, OH)
- 15 days ago
- Pepper Pike, OH (14 miles from Mentor, OH)
- 15 days ago
Merrill Market Client Relationship Manager Bank of America 3.2 ( ) Pepper Pike, OH Why you should apply for a job to Bank of America : Ranked as one of the 57% say women are treated fairly and...
- Chardon, OH (10 miles from Mentor, OH)
- 17 days ago
- Chardon, OH (10 miles from Mentor, OH)
- 17 days ago
Banker job family....
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Demographic Data for Mentor, OH
Moving to Mentor, OH? Find some basic demographic data about Mentor, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Mentor, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Mentor, 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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