Personal Banker Jobs in Ohio
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.
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This job posting is anticipated to remain open for 30 days, from 07-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
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Job Description Position Summary: The Personal Banker II plays a key role in providing exceptional customer service and building lasting relationships with clients....
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The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Personal Banker ll - Northeast Cincinnati Fifth Third Bank Kenwood, United States Posted 17 hours ago Permanent Competitive Personal Banker ll - Northeast Cincinnati Fifth Third Bank Kenwood, United...
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
2026 January Financial Advisor Development Program - Cleveland
- Pepper Pike, OH
- 4 days ago
- Pepper Pike, OH
- 4 days ago
A background in business administration, wealth management, financial planning, or finance is preferred....
Client Relationship Manager - Allied (2025-3149)
- Cincinnati, OH
- 4 days ago
- Cincinnati, OH
- 4 days ago
JOB SUMMARY The Client Relationship Manager (CRM) I position is within Prolink's Operations and Sales departments and partners with key stakeholders to manage client fulfillment, retention, and...
Student Financial Advisor - Mount Vernon Nazarene University
- Mount Vernon, OH
- 5 days ago
- Mount Vernon, OH
- 5 days ago
Mount Vernon Nazarene University exists to shape lives through educating the whole person and cultivating Christ-likeness for lifelong learning and service. Mount Vernon Nazarene University (MVNU)...
Client Relationship Manager - Allied (2025-3149) job in Cincinnati, OH
- Cincinnati, OH
- 5 days ago
- Cincinnati, OH
- 5 days ago
Client Relationship Manager - Allied (2025-3149) job in Cincinnati, OH **Location:** Cincinnati, OH **Role Type:** Operations **JOB SUMMARY** The Client Relationship Manager (CRM) I position is...
Location: 8609 Owenfield Drive - Powell, Ohio 43065 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
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Location: 6018 Glenway Avenue - Cincinnati, Ohio 45211 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 Ohio
Moving to Ohio? Find some basic demographic data about Ohio below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Ohio
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Ohio 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
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Commercial Banking
- 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
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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