Personal Banker Jobs in Milford, 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.
Retail Personal Banker ll - Wyoming FC
- Newport, KY (14 miles from Milford, OH)
- 10 hours ago
- Newport, KY (14 miles from Milford, OH)
- 10 hours 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....
- Cincinnati, OH (11 miles from Milford, OH)
- 12 hours ago
- Cincinnati, OH (11 miles from Milford, OH)
- 12 hours ago
As a Personal Banker within PNC's retail branch organization, you will be based in Cincinnati, Ohio at the Sharonville Downtown Branch....
Retail Personal Banker I - Norwood FC
- Norwood, OH (11 miles from Milford, OH)
- 14 hours ago
- Norwood, OH (11 miles from Milford, OH)
- 14 hours 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....
Personal Banker l - North College Hill FC
- Cincinnati, OH (12 miles from Milford, OH)
- 14 hours ago
- Cincinnati, OH (12 miles from Milford, OH)
- 14 hours 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 II - Symmes FC
- Cincinnati, OH (12 miles from Milford, OH)
- 1 day ago
- Cincinnati, OH (12 miles from Milford, OH)
- 1 day ago
Banker job family....
- Fairfield, OH (23 miles from Milford, OH)
- 1 day ago
- Fairfield, OH (23 miles from Milford, OH)
- 1 day ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Retail Personal Banker l - Cincinnati Eastside
- Newport, KY (14 miles from Milford, OH)
- 1 day ago
- Newport, KY (14 miles from Milford, OH)
- 1 day ago
Banker job family....
Personal Banker II - Landen FC
- Loveland, OH (3 miles from Milford, OH)
- 2 days ago
- Loveland, OH (3 miles from Milford, OH)
- 2 days ago
Banker job family....
- Cincinnati, OH (12 miles from Milford, OH)
- 2 days ago
- Cincinnati, OH (12 miles from Milford, OH)
- 2 days ago
Must be or willing to become Series 7 and 63/65 (or 66), and Life insurance licensed Minimum three-years of client-facing wealth management or financial planning experience is required....
Personal Banker I - Beckett Ridge FC
- West Chester, OH (15 miles from Milford, OH)
- 3 days ago
- West Chester, OH (15 miles from Milford, OH)
- 3 days ago
Banker job family....
- Newport, KY (14 miles from Milford, OH)
- 5 days ago
- Newport, KY (14 miles from Milford, OH)
- 5 days ago
Management Maintain awareness of financial news via company-approved online sites, meetings and various news media to support and advance professional development toward becoming a RBC Financial Advisor...
Personal Banker l - Overlook FC (Cincinnati West)
- Newport, KY (14 miles from Milford, OH)
- 5 days ago
- Newport, KY (14 miles from Milford, OH)
- 5 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...
Private Client Banker - Hamilton Meadows Branch
- Hamilton, OH (23 miles from Milford, OH)
- 6 days ago
- Hamilton, OH (23 miles from Milford, OH)
- 6 days ago
Location: 1492 Hamilton Richmond Road - Hamilton, Ohio 45013 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
- Cincinnati, OH (12 miles from Milford, OH)
- 7 days ago
- Cincinnati, OH (12 miles from Milford, OH)
- 7 days ago
Financial Advisor Financial Advisor Cincinnati, OH Job# 104583BR Job Overview Skills/Requirements Awards & Accolades About Us This job posting is anticipated to remain open for 30 days, from...
- Cincinnati, OH (12 miles from Milford, OH)
- 8 days ago
- Cincinnati, OH (12 miles from Milford, OH)
- 8 days ago
Management Maintain awareness of financial news via company-approved online sites, meetings and various news media to support and advance professional development toward becoming a RBC Financial Advisor...
Demographic Data for Milford, OH
Moving to Milford, OH? Find some basic demographic data about Milford, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Milford, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Milford, 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
- Certified Financial Planner
- Check Cashing
- 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Investigation
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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