Personal Banker Jobs in Newark, 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.
Banker job family....
Student Financial Advisor - Mount Vernon Nazarene University
- Mount Vernon, OH (18 miles from Newark, OH)
- 8 days ago
- Mount Vernon, OH (18 miles from Newark, OH)
- 8 days ago
Mount Vernon Nazarene University exists to shape lives through educating the whole person and cultivating Christ-likeness for lifelong learning and service. Mount Vernon Nazarene University (MVNU)...
- Pickerington, OH (24 miles from Newark, OH)
- 20 days ago
- Pickerington, OH (24 miles from Newark, OH)
- 20 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Member Service Rep / Universal Banker / Personal Banker
- Reynoldsburg, OH (23 miles from Newark, OH)
- 21 days ago
- Reynoldsburg, OH (23 miles from Newark, OH)
- 21 days ago
Member Service Rep / Universal Banker / Personal Banker Location: Reynoldsburg, OH Job Id: 835 # of Openings: 1 Formed in 1934, Telhio Credit Union began as a credit union for Columbus Telephone Company...
- Pataskala, OH (17 miles from Newark, OH)
- 24 days ago
- Pataskala, OH (17 miles from Newark, OH)
- 24 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...
- New Albany, OH (22 miles from Newark, OH)
- 30+ days ago
- New Albany, OH (22 miles from Newark, OH)
- 30+ days ago
As a(n) Personal Banker within PNC's Retail Branch organization, you will be based in New Albany, OH....
banking experience required OTHER INFORMATION Must be able to work on a computer/view a screen for extended periods of time....
Demographic Data for Newark, OH
Moving to Newark, OH? Find some basic demographic data about Newark, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Newark, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Newark, 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
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- 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
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »