Personal Banker Jobs in Worthington, 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.
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 (6 miles from Worthington, OH)
- 3 hours ago
- Dublin, OH (6 miles from Worthington, OH)
- 3 hours 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- Grove City, OH (17 miles from Worthington, OH)
- 12 hours ago
- Grove City, OH (17 miles from Worthington, OH)
- 12 hours ago
As a Personal Banker Senior within PNC's retail banking organization, you will be based in Grove City, OH....
- Lewis Center, OH (6 miles from Worthington, OH)
- 1 day ago
- Lewis Center, OH (6 miles from Worthington, OH)
- 1 day ago
Banker job family....
- Gahanna, OH (8 miles from Worthington, OH)
- 2 days ago
- Gahanna, OH (8 miles from Worthington, OH)
- 2 days ago
Banker job family....
- Westerville, OH (6 miles from Worthington, OH)
- 2 days ago
- Westerville, OH (6 miles from Worthington, OH)
- 2 days ago
Banker job family....
- Hilliard, OH (9 miles from Worthington, OH)
- 2 days ago
- Hilliard, OH (9 miles from Worthington, OH)
- 2 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 (6 miles from Worthington, OH)
- 2 days ago
- Westerville, OH (6 miles from Worthington, OH)
- 2 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...
Private Client Banker - Jerome Village - Plain City, OH
- Plain City, OH (14 miles from Worthington, OH)
- 6 days ago
- Plain City, OH (14 miles from Worthington, OH)
- 6 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Gahanna, OH (8 miles from Worthington, OH)
- 6 days ago
- Gahanna, OH (8 miles from Worthington, OH)
- 6 days ago
Position Purpose: A Personal Banker II (PB II) is responsible for maintaining and building customer relationships by providing an exceptional customer experience....
Personal Banker Personal Banker
- Grove City, OH (17 miles from Worthington, OH)
- 6 days ago
- Grove City, OH (17 miles from Worthington, OH)
- 6 days ago
Personal Banker PNC Financial Services Group 3.6 ( ) Grove City, 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...
Financial Advisor - PNC Investments Financial Advisor - PNC Investments
- Powell, OH (6 miles from Worthington, OH)
- 6 days ago
- Powell, OH (6 miles from Worthington, OH)
- 6 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 (6 miles from Worthington, OH)
- 8 days ago
- Westerville, OH (6 miles from Worthington, OH)
- 8 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,...
As a Personal Banker within PNC's retail banking organization, you will be based in Columbus, OH....
- Columbus, OH (6 miles from Worthington, OH)
- 9 days ago
- Columbus, OH (6 miles from Worthington, OH)
- 9 days ago
As a Personal Banker within PNC's retail banking organization, you will be based in Columbus, OH....
Demographic Data for Worthington, OH
Moving to Worthington, OH? Find some basic demographic data about Worthington, OH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Worthington, OH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Worthington, 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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