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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Float Personal Banker Associate - Cincinnati (Northeast)
- Cincinnati, OH
- 1 hour ago
- Cincinnati, OH
- 1 hour ago
#LI-AM4 Float Personal Banker Associate - Cincinnati (Northeast) LOCATION -- Cincinnati, Ohio 45236 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote...
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Banker job family....
As a Personal Banker Sr within PNC's Retail Branch organization, you will be based in Rocky River, OH at our Center Ridge branch location....
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...
As a Personal Banker within PNC's Retail Banking organization, you will be based in Columbus, Ohio at the Broad Hamilton Branch....
The Financial Advisor (FA) is responsible for helping member-owners meet their financial goals, primarily through the sale of non-depository investment and insurance products. This includes...
As a Personal Banker within PNC's Retail Branch organization, you will be based in Dayton, Ohio....
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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...
We are seeking a dynamic Retirement Plan Advisor to join our team. This role offers the opportunity to work with an established, high-value client base alongside a seasoned advisor, with the...
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selling of new and existing Retail banking relationships....
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
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- 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
- Retail
- Listening
- Business Development
- Math
- Customer Relations
- High School Diploma
- Written Communication
- Telephone Skills
- Reporting
- Policy Development
- Coaching
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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