Personal Banker Jobs in Troy, 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.
- Englewood, OH (12 miles from Troy, OH)
- 1 day ago
- Englewood, OH (12 miles from Troy, OH)
- 1 day 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 I - South Fairborn FC
- Fairborn, OH (17 miles from Troy, OH)
- 7 days ago
- Fairborn, OH (17 miles from Troy, OH)
- 7 days ago
Banker job family....
- Vandalia, OH (10 miles from Troy, OH)
- 11 days ago
- Vandalia, OH (10 miles from Troy, OH)
- 11 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Personal Banker II - Oakwood FC
- Dayton, OH (22 miles from Troy, OH)
- 19 days ago
- Dayton, OH (22 miles from Troy, OH)
- 19 days ago
Banker job family....
- Huber Heights, OH (13 miles from Troy, OH)
- 27 days ago
- Huber Heights, OH (13 miles from Troy, OH)
- 27 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Huber Heights, Ohio....
- Springfield, OH (22 miles from Troy, OH)
- 30+ days ago
- Springfield, OH (22 miles from Troy, OH)
- 30+ days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Springfield, OH at the Springfield North branch. French or French Creole preferred....
Financial Advisor - PNC Investments
- New Carlisle, OH (11 miles from Troy, OH)
- 90+ days ago
- New Carlisle, OH (11 miles from Troy, OH)
- 90+ 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...
Financial Advisor - PNC Investments
- Springfield, OH (22 miles from Troy, OH)
- 90+ days ago
- Springfield, OH (22 miles from Troy, OH)
- 90+ 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...
Personal Banker Associate I (Salem Mall)
- Trotwood, OH (17 miles from Troy, OH)
- 90+ days ago
- Trotwood, OH (17 miles from Troy, OH)
- 90+ days ago
Banker job family....
Demographic Data for Troy, OH
Moving to Troy, OH? Find some basic demographic data about Troy, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Troy, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Troy, 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
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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