Personal Banker Jobs in Brookfield, CT
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 Overview This job posting is anticipated to remain open for 30 days, from 06-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Float Personal Banker l - Northwest Cincinnati
- Fairfield, CT (20 miles from Brookfield, CT)
- 3 days ago
- Fairfield, CT (20 miles from Brookfield, CT)
- 3 days ago
Float Personal Banker l - Northwest Cincinnati LOCATION -- Fairfield, Ohio 45014 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal...
- Shelton, CT (16 miles from Brookfield, CT)
- 8 days ago
- Shelton, CT (16 miles from Brookfield, CT)
- 8 days ago
As a wealth management platform, we currently have 50+ people caring for more than a thousand clients and are entrusted with over $8 billion dollars of client wealth....
Remote Work- Ansonia, CT (18 miles from Brookfield, CT)
- 8 days ago
- Ansonia, CT (18 miles from Brookfield, CT)
- 8 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
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- Hamden, CT (24 miles from Brookfield, CT)
- 8 days ago
- Hamden, CT (24 miles from Brookfield, CT)
- 8 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Personal Banker - Somers Branch
- Somers, NY (18 miles from Brookfield, CT)
- 15 days ago
- Somers, NY (18 miles from Brookfield, CT)
- 15 days ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
Personal Banker Roving New Haven Shoreline District
- Fairfield, CT (20 miles from Brookfield, CT)
- 15 days ago
- Fairfield, CT (20 miles from Brookfield, CT)
- 15 days ago
Personal Banker Roving New Haven Shoreline District 3.6 3.6 out of 5 stars Fairfield, CT Why Wells Fargo: Are you looking for more? Find it here....
Retail Personal Banker ll - Northwest areas of Cincinnati
- Fairfield, CT (20 miles from Brookfield, CT)
- 28 days ago
- Fairfield, CT (20 miles from Brookfield, CT)
- 28 days ago
Banker job family....
Client Relationship Manager - Consumer Goods
- Shelton, CT (16 miles from Brookfield, CT)
- 90+ days ago
- Shelton, CT (16 miles from Brookfield, CT)
- 90+ days ago
Client Relationship Manager for Consumer Goods Location: Newark, NJ - must be local or willing to relocate (in office) Travel: 35-50% tristate area About Cognizant Cognizant (Nasdaq-100: CTSH) is...
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across...
Licensed Private Client Banker
- Fairfield, CT (20 miles from Brookfield, CT)
- 45+ days ago
- Fairfield, CT (20 miles from Brookfield, CT)
- 45+ days ago
Location: 1761 Post Road - Fairfield, Connecticut 06824 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Private Client Banker - Westport Main St - Westport, CT
- Westport, CT (22 miles from Brookfield, CT)
- 60+ days ago
- Westport, CT (22 miles from Brookfield, CT)
- 60+ 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...
- Danbury, CT (7 miles from Brookfield, CT)
- 60+ days ago
- Danbury, CT (7 miles from Brookfield, CT)
- 60+ days ago
management....
Demographic Data for Brookfield, CT
Moving to Brookfield, CT? Find some basic demographic data about Brookfield, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Brookfield, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Brookfield, CT 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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