Personal Banker Jobs in Sunbury, 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.
- Reynoldsburg, OH (21 miles from Sunbury, OH)
- 20 hours ago
- Reynoldsburg, OH (21 miles from Sunbury, OH)
- 20 hours ago
Banker job family....
- Columbus, OH (14 miles from Sunbury, OH)
- 1 day ago
- Columbus, OH (14 miles from Sunbury, OH)
- 1 day ago
Job Summary The Financial Analyst II role exists to oversee the ongoing review of new prices, price adjustment requests, and maintenance of all existing charge-related prices for the System. This...
HFA Financial Advisor - Branch
- Dublin, OH (18 miles from Sunbury, OH)
- 1 day ago
- Dublin, OH (18 miles from Sunbury, OH)
- 1 day ago
Description Summary:The HFA Financial Advisor - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term...
Remote Work- Lewis Center, OH (9 miles from Sunbury, OH)
- 3 days ago
- Lewis Center, OH (9 miles from Sunbury, OH)
- 3 days ago
Banker job family....
- Westerville, OH (11 miles from Sunbury, OH)
- 3 days ago
- Westerville, OH (11 miles from Sunbury, OH)
- 3 days ago
Banker job family....
- Hilliard, OH (23 miles from Sunbury, OH)
- 3 days ago
- Hilliard, OH (23 miles from Sunbury, OH)
- 3 days ago
ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending...
- Westerville, OH (11 miles from Sunbury, OH)
- 4 days ago
- Westerville, OH (11 miles from Sunbury, OH)
- 4 days ago
JOB SUMMARY The Customer Relationship Manager (CRM) is the point of contact operationally and administratively for each customer assigned. They function as customer advocate and interface with...
Financial Advisor - PNC Investments Financial Advisor - PNC Investments
- Powell, OH (14 miles from Sunbury, OH)
- 8 days ago
- Powell, OH (14 miles from Sunbury, OH)
- 8 days ago
Financial Advisor - PNC Investments PNC Financial Services Group 3.6 ( ) Powell, OH Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive...
2026 Financial Advisor Development Program - Summer Analyst Opportunity
- Westerville, OH (11 miles from Sunbury, OH)
- 10 days ago
- Westerville, OH (11 miles from Sunbury, OH)
- 10 days ago
JobID: 210639528 Category: Analysts JobSchedule: Full time Posted Date: 2025-08-04T16:07:59+00:00 JobShift: : At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients,...
- Columbus, OH (14 miles from Sunbury, OH)
- 10 days ago
- Columbus, OH (14 miles from Sunbury, OH)
- 10 days ago
As a Personal Banker within PNC's retail banking organization, you will be based in Columbus, OH....
- Columbus, OH (20 miles from Sunbury, OH)
- 10 days ago
- Columbus, OH (20 miles from Sunbury, OH)
- 10 days ago
As a Personal Banker within PNC's retail banking organization, you will be based in Columbus, OH....
Asset Management - Financial Advisor Services - Analyst
- Columbus, OH (14 miles from Sunbury, OH)
- 16 days ago
- Columbus, OH (14 miles from Sunbury, OH)
- 16 days ago
Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them...
Personal Financial Representative - OH
- Columbus, OH (14 miles from Sunbury, OH)
- 17 days ago
- Columbus, OH (14 miles from Sunbury, OH)
- 17 days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote WorkFinancial Advisor -Greater Columbus and Surrounding
- Dublin, OH (18 miles from Sunbury, OH)
- 25 days ago
- Dublin, OH (18 miles from Sunbury, OH)
- 25 days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Financial Advisor - PNC Investments
- Powell, OH (14 miles from Sunbury, OH)
- 30+ days ago
- Powell, OH (14 miles from Sunbury, OH)
- 30+ 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 Sunbury, OH
Moving to Sunbury, OH? Find some basic demographic data about Sunbury, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Sunbury, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Sunbury, 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
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 »