Personal Banker Jobs in Clinton, 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.
Licensed Private Client Banker
- Madison, CT (4 miles from Clinton, CT)
- 1 day ago
- Madison, CT (4 miles from Clinton, CT)
- 1 day ago
Location: 724 Boston Post Road - Madison, Connecticut 06443 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Financial Advisor - Career Change Opportunity
- Waterford, CT (19 miles from Clinton, CT)
- 1 day ago
- Waterford, CT (19 miles from Clinton, CT)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Advisor & Planner - Brokerage/Premier Accounts
- Meriden, CT (20 miles from Clinton, CT)
- 7 days ago
- Meriden, CT (20 miles from Clinton, CT)
- 7 days ago
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid...
Senior Financial Advisor & Planner - Wealth Management/Personal Strategy
- Meriden, CT (20 miles from Clinton, CT)
- 8 days ago
- Meriden, CT (20 miles from Clinton, CT)
- 8 days ago
Senior Financial Advisor & Planner - Wealth Management/Personal Strategy at Empower summary: As a Senior Financial Advisor & Planner specializing in Personal Strategy within wealth management, you manage...
- New Haven, CT (20 miles from Clinton, CT)
- 12 days ago
- New Haven, CT (20 miles from Clinton, CT)
- 12 days ago
This position will work closely with all sales, service and operations partners to serve as the focal point for existing medium market advisor plan clients and their financial advisors....
Private Client Relationship Manager
- Cromwell, CT (22 miles from Clinton, CT)
- 18 days ago
- Cromwell, CT (22 miles from Clinton, CT)
- 18 days ago
Qualifications: Bachelor's degree (preferred). 3-5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients....
Private Client Relationship Manager
- Middletown, CT (18 miles from Clinton, CT)
- 18 days ago
- Middletown, CT (18 miles from Clinton, CT)
- 18 days ago
Qualifications: Bachelors degree (preferred). 3-5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients....
Private Client Banker - Shops at Stonebridge - Cheshire, CT
- Cheshire, CT (23 miles from Clinton, CT)
- 29 days ago
- Cheshire, CT (23 miles from Clinton, CT)
- 29 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...
Private Client Relationship Manager
- Hamden, CT (21 miles from Clinton, CT)
- 30+ days ago
- Hamden, CT (21 miles from Clinton, CT)
- 30+ days ago
Achieve growth targets for your assigned book of business across the deposits, wealth revenue and consumer lending....
- Branford, CT (13 miles from Clinton, CT)
- 30+ days ago
- Branford, CT (13 miles from Clinton, CT)
- 30+ days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Private Client Financial Advisor - Old Lyme, CT
- Old Lyme, CT (10 miles from Clinton, CT)
- 60+ days ago
- Old Lyme, CT (10 miles from Clinton, CT)
- 60+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Financial Advisor - Altium Wealth Management
- Madison, CT (4 miles from Clinton, CT)
- 60+ days ago
- Madison, CT (4 miles from Clinton, CT)
- 60+ days ago
Financial Advisor - Altium Wealth Management Req #1430 Madison, CT 06443, USA Job Description Posted Sunday, April 6, 2025 at 11:00 PM Your Future Team We started Altium by asking ourselves one simple...
Financial Advisor Waterford, CT Market 13, Region 330
- Waterford, CT (19 miles from Clinton, CT)
- 90+ days ago
- Waterford, CT (19 miles from Clinton, CT)
- 90+ days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across...
Licensed Private Client Banker - Guilford Branch
- Guilford, CT (8 miles from Clinton, CT)
- 90+ days ago
- Guilford, CT (8 miles from Clinton, CT)
- 90+ days ago
Location: 1021 Boston Post Road - Guilford, Connecticut 06437 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Demographic Data for Clinton, CT
Moving to Clinton, CT? Find some basic demographic data about Clinton, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Clinton, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Clinton, CT 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
- Interpersonal Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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