Personal Banker Jobs in Wickliffe, 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.
- Mentor, OH (8 miles from Wickliffe, OH)
- 20 hours ago
- Mentor, OH (8 miles from Wickliffe, OH)
- 20 hours ago
As a Personal Banker within PNC's Retail branch organization, you will be based in Mentor, OH at the Mentor Mall branch.....
- Richmond Heights, OH (2 miles from Wickliffe, OH)
- 4 days ago
- Richmond Heights, OH (2 miles from Wickliffe, OH)
- 4 days ago
Banker I or a Personal Banker II, depending on experience and education....
- Mayfield Heights, OH (7 miles from Wickliffe, OH)
- 6 days ago
- Mayfield Heights, OH (7 miles from Wickliffe, OH)
- 6 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker Personal Banker
- Aurora, OH (20 miles from Wickliffe, OH)
- 6 days ago
- Aurora, OH (20 miles from Wickliffe, OH)
- 6 days ago
Personal Banker PNC Financial Services Group 3.6 ( ) Aurora, OH Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive management 73% say women are...
Merrill Market Client Relationship Manager Merrill Market Client Relationship Manager
- Pepper Pike, OH (7 miles from Wickliffe, OH)
- 6 days ago
- Pepper Pike, OH (7 miles from Wickliffe, OH)
- 6 days ago
Merrill Market Client Relationship Manager Bank of America 3.2 ( ) Pepper Pike, OH Why you should apply for a job to Bank of America : Ranked as one of the 57% say women are treated fairly and...
Private Client Banker - Cleveland East Market - Willoughby, OH
- Willoughby, OH (5 miles from Wickliffe, OH)
- 7 days ago
- Willoughby, OH (5 miles from Wickliffe, OH)
- 7 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Chardon, OH (14 miles from Wickliffe, OH)
- 8 days ago
- Chardon, OH (14 miles from Wickliffe, OH)
- 8 days ago
Banker job family....
- Mentor, OH (8 miles from Wickliffe, OH)
- 9 days ago
- Mentor, OH (8 miles from Wickliffe, OH)
- 9 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Chardon, OH (14 miles from Wickliffe, OH)
- 10 days ago
- Chardon, OH (14 miles from Wickliffe, OH)
- 10 days ago
Banker job family....
Financial Advisor - Retirement Planner
- Independence, OH (16 miles from Wickliffe, OH)
- 10 days ago
- Independence, OH (16 miles from Wickliffe, OH)
- 10 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...
Private Client Banker - Mayfield Heights - Mayfield Heights, OH
- Mayfield Heights, OH (7 miles from Wickliffe, OH)
- 13 days ago
- Mayfield Heights, OH (7 miles from Wickliffe, OH)
- 13 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Cleveland, OH (13 miles from Wickliffe, OH)
- 18 days ago
- Cleveland, OH (13 miles from Wickliffe, OH)
- 18 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Shaker Heights, OH at the Chagrin Warrensville branch....
- Broadview Heights, OH (22 miles from Wickliffe, OH)
- 30+ days ago
- Broadview Heights, OH (22 miles from Wickliffe, OH)
- 30+ days ago
Banker job family....
Licensed Private Client Banker
- Macedonia, OH (19 miles from Wickliffe, OH)
- 30+ days ago
- Macedonia, OH (19 miles from Wickliffe, OH)
- 30+ 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...
2026 January Financial Advisor Development Program - Cleveland
- Pepper Pike, OH (7 miles from Wickliffe, OH)
- 30+ days ago
- Pepper Pike, OH (7 miles from Wickliffe, OH)
- 30+ days ago
Your role Interested in working in financial services, specifically as a financial advisor serving clients, but not sure where to start? Do you want to work for a firm with a truly global...
Demographic Data for Wickliffe, OH
Moving to Wickliffe, OH? Find some basic demographic data about Wickliffe, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Wickliffe, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Wickliffe, 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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