Personal Banker Jobs in Oregon, 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.
Personal Banker - NW Ohio (Returning Intern)
- Maumee, OH (10 miles from Oregon, OH)
- 8 hours ago
- Maumee, OH (10 miles from Oregon, OH)
- 8 hours ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Financial Advisor - Retirement Planner
- Maumee, OH (10 miles from Oregon, OH)
- 2 days ago
- Maumee, OH (10 miles from Oregon, OH)
- 2 days ago
Golden Reserve is looking for an experienced financial retirement planner. We know the challenges you face to make it in the financial industry. Particularly, if you dont inherit a book of...
Personal Banker Associate II - Spring Meadows & Maumee
- Holland, OH (12 miles from Oregon, OH)
- 7 days ago
- Holland, OH (12 miles from Oregon, OH)
- 7 days ago
Banker job family....
- Perrysburg, OH (8 miles from Oregon, OH)
- 8 days ago
- Perrysburg, OH (8 miles from Oregon, OH)
- 8 days ago
Banker job family....
Float Personal Banker - Toledo SE Region
- Perrysburg, OH (8 miles from Oregon, OH)
- 11 days ago
- Perrysburg, OH (8 miles from Oregon, OH)
- 11 days ago
#LI-TM1 Float Personal Banker - Toledo SE Region LOCATION -- Perrysburg, Ohio 43551 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure...
- Toledo, OH (2 miles from Oregon, OH)
- 16 days ago
- Toledo, OH (2 miles from Oregon, OH)
- 16 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Toledo, OH at the Reynolds Hill branch....
- Toledo, OH (8 miles from Oregon, OH)
- 17 days ago
- Toledo, OH (8 miles from Oregon, OH)
- 17 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Toledo, OH at the Reynolds Hill branch....
Private Client Banker - Airport Hwy - Holland, OH
- Holland, OH (12 miles from Oregon, OH)
- 22 days ago
- Holland, OH (12 miles from Oregon, OH)
- 22 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Financial Advisor - Retirement Plan Specialty
- Toledo, OH (2 miles from Oregon, OH)
- 30+ days ago
- Toledo, OH (2 miles from Oregon, OH)
- 30+ days ago
We are seeking a dynamic Retirement Plan Advisor to join our team. This role offers the opportunity to work with an established, high-value client base alongside a seasoned advisor, with the...
Personal Banker Associate 1 - Maumee
- Maumee, OH (10 miles from Oregon, OH)
- 30+ days ago
- Maumee, OH (10 miles from Oregon, OH)
- 30+ days ago
Banker job family....
Personal Banker Associate II - Toledo Westgate
- Toledo, OH (2 miles from Oregon, OH)
- 45+ days ago
- Toledo, OH (2 miles from Oregon, OH)
- 45+ days ago
Banker job family....
Personal Banker Associate I North Monroe MI
- Monroe, MI (17 miles from Oregon, OH)
- 45+ days ago
- Monroe, MI (17 miles from Oregon, OH)
- 45+ days ago
Banker job family....
Demographic Data for Oregon, OH
Moving to Oregon, OH? Find some basic demographic data about Oregon, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Oregon, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Oregon, 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
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- 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
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Closing
- Inbound/Outbound Calling
- Relationship Management
- 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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