Personal Banker Jobs in Pepper Pike, 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.
- North Royalton, OH (18 miles from Pepper Pike, OH)
- 1 day ago
- North Royalton, OH (18 miles from Pepper Pike, OH)
- 1 day ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Licensed Private Client Banker
- Eastlake, OH (11 miles from Pepper Pike, OH)
- 1 day ago
- Eastlake, OH (11 miles from Pepper Pike, OH)
- 1 day ago
Location: 35401 Vine Street - Eastlake, Ohio 44095 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker...
- Aurora, OH (14 miles from Pepper Pike, OH)
- 2 days ago
- Aurora, OH (14 miles from Pepper Pike, OH)
- 2 days ago
As a(n) Personal Banker within PNC's Retail Branch organization, you will be based in Aurora, OH....
- Euclid, OH (5 miles from Pepper Pike, OH)
- 3 days ago
- Euclid, OH (5 miles from Pepper Pike, OH)
- 3 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Licensed Private Client Banker - Pearl & Smith
- Cleveland, OH (11 miles from Pepper Pike, OH)
- 3 days ago
- Cleveland, OH (11 miles from Pepper Pike, OH)
- 3 days ago
Location:6912 Pearl Road - Middleburg Heights, Ohio 44130Job SummaryBe a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Financial Advisor, Wealth Management
- Cleveland, OH (11 miles from Pepper Pike, OH)
- 4 days ago
- Cleveland, OH (11 miles from Pepper Pike, OH)
- 4 days ago
Job Description Dollar Bank, Pittsburgh's oldest financial institution, is hiring for a financial advisor. You will be responsible for providing discretionary investment guidance for businesses...
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Private Client Relationship Manager
- Twinsburg, OH (12 miles from Pepper Pike, OH)
- 5 days ago
- Twinsburg, OH (12 miles from Pepper Pike, OH)
- 5 days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
- Cleveland, OH (11 miles from Pepper Pike, OH)
- 7 days ago
- Cleveland, OH (11 miles from Pepper Pike, OH)
- 7 days ago
Job Description Position Summary: The Personal Banker II plays a key role in providing exceptional customer service and building lasting relationships with clients....
- Cleveland, OH (11 miles from Pepper Pike, OH)
- 12 days ago
- Cleveland, OH (11 miles from Pepper Pike, OH)
- 12 days ago
Help your clients with their financial goals, while you create a stronger future for yourself as a Financial Advisor with Vantage Financial Group, Inc & Cetera Advisor Networks LLC. You will...
- Cleveland, OH (11 miles from Pepper Pike, OH)
- 15 days ago
- Cleveland, OH (11 miles from Pepper Pike, OH)
- 15 days 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, University Heights
- Cleveland, OH (11 miles from Pepper Pike, OH)
- 15 days ago
- Cleveland, OH (11 miles from Pepper Pike, OH)
- 15 days ago
Job Description Position Summary: The Personal Banker Supervisor plays a key role in delivering exceptional customer service and strengthening customer relationships....
- Willoughby, OH (10 miles from Pepper Pike, OH)
- 30+ days ago
- Willoughby, OH (10 miles from Pepper Pike, OH)
- 30+ days ago
Banker job family....
- Macedonia, OH (12 miles from Pepper Pike, OH)
- 45+ days ago
- Macedonia, OH (12 miles from Pepper Pike, OH)
- 45+ days ago
Banker job family....
Financial Advisor PNC Investments
- North Olmsted, OH (23 miles from Pepper Pike, OH)
- 45+ days ago
- North Olmsted, OH (23 miles from Pepper Pike, OH)
- 45+ 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...
Demographic Data for Pepper Pike, OH
Moving to Pepper Pike, OH? Find some basic demographic data about Pepper Pike, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Pepper Pike, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Pepper Pike, 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
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Investigation
- Written Communication
- Telephone Skills
- Employee Development
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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