Personal Banker Jobs in Westerville, 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.
- Columbus, OH (6 miles from Westerville, OH)
- 1 day ago
- Columbus, OH (6 miles from Westerville, OH)
- 1 day ago
banking experience required OTHER INFORMATION Must be able to work on a computer/view a screen for extended periods of time....
Personal Financial Representative - OH
- Ashley, OH (21 miles from Westerville, OH)
- 2 days ago
- Ashley, OH (21 miles from Westerville, OH)
- 2 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 - Experienced Professionals
- Columbus, OH (6 miles from Westerville, OH)
- 3 days ago
- Columbus, OH (6 miles from Westerville, OH)
- 3 days ago
Skilled in portfolio and wealth management, with the ability to integrate financial products into a long-term planning strategy....
- Worthington, OH (6 miles from Westerville, OH)
- 5 days ago
- Worthington, OH (6 miles from Westerville, OH)
- 5 days ago
GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers....
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- Hilliard, OH (15 miles from Westerville, OH)
- 6 days ago
- Hilliard, OH (15 miles from Westerville, OH)
- 6 days ago
Location: 5390 Cemetery Road - Hilliard, Ohio 43026 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
- Columbus, OH (6 miles from Westerville, OH)
- 7 days ago
- Columbus, OH (6 miles from Westerville, OH)
- 7 days ago
Banker job family....
Financial Advisor - Certification Provided
- Dublin, OH (12 miles from Westerville, OH)
- 8 days ago
- Dublin, OH (12 miles from Westerville, OH)
- 8 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 05-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Columbus, OH (5 miles from Westerville, OH)
- 12 days ago
- Columbus, OH (5 miles from Westerville, OH)
- 12 days ago
As a(n) Personal Banker within PNC's Retail Branch organization, you will be based in Columbus, OH....
HFA Financial Advisor - Branch
- Columbus, OH (6 miles from Westerville, OH)
- 12 days ago
- Columbus, OH (6 miles from Westerville, OH)
- 12 days ago
Description Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice! The Huntington...
Remote Work- Columbus, OH (6 miles from Westerville, OH)
- 17 days ago
- Columbus, OH (6 miles from Westerville, OH)
- 17 days ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
- Dublin, OH (12 miles from Westerville, OH)
- 20 days ago
- Dublin, OH (12 miles from Westerville, OH)
- 20 days ago
This job posting is anticipated to remain open for 30 days, from 23-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Columbus, OH (6 miles from Westerville, OH)
- 21 days ago
- Columbus, OH (6 miles from Westerville, OH)
- 21 days ago
Banker job family....
Private Client Banker - Grandview - Columbus, OH
- Columbus, OH (6 miles from Westerville, OH)
- 25 days ago
- Columbus, OH (6 miles from Westerville, OH)
- 25 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Private Client Banker - North Arlington Branch
- Upper Arlington, OH (11 miles from Westerville, OH)
- 29 days ago
- Upper Arlington, OH (11 miles from Westerville, OH)
- 29 days ago
Location:** 1933 W Henderson - Upper Arlington, Ohio 43220 **Job Summary** Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Private Client Banker - North Arlington Branch
- Columbus, OH (6 miles from Westerville, OH)
- 45+ days ago
- Columbus, OH (6 miles from Westerville, OH)
- 45+ days ago
Location: 1933 W Henderson - Upper Arlington, Ohio 43220 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Demographic Data for Westerville, OH
Moving to Westerville, OH? Find some basic demographic data about Westerville, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Westerville, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Westerville, 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
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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