Personal Banker Jobs in Cos Cob, 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.
Financial Advisor - Career Change Opportunity
- Englewood Cliffs, NJ (22 miles from Cos Cob, CT)
- 11 hours ago
- Englewood Cliffs, NJ (22 miles from Cos Cob, CT)
- 11 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 11-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker - Castle Hill Branch - Bilingual Spanish Speaking Preferred
- Bronx, NY (23 miles from Cos Cob, CT)
- 13 hours ago
- Bronx, NY (23 miles from Cos Cob, CT)
- 13 hours 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 Westport Branch
- Westport, CT (13 miles from Cos Cob, CT)
- 18 hours ago
- Westport, CT (13 miles from Cos Cob, CT)
- 18 hours 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....
- Greenwich, CT (2 miles from Cos Cob, CT)
- 18 hours ago
- Greenwich, CT (2 miles from Cos Cob, CT)
- 18 hours 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....
Private Client Relationship Manager
- Bronx, NY (23 miles from Cos Cob, CT)
- 20 hours ago
- Bronx, NY (23 miles from Cos Cob, CT)
- 20 hours ago
. + 3 - 5 years of banking, wealth management or other relevant equivalent experience. + Experience working with affluent and high net worth clients. + A minimum of two licenses required: SIE, Series...
- Brewster, NY (24 miles from Cos Cob, CT)
- 1 day ago
- Brewster, NY (24 miles from Cos Cob, CT)
- 1 day ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Englewood Cliffs, NJ (22 miles from Cos Cob, CT)
- 1 day ago
- Englewood Cliffs, NJ (22 miles from Cos Cob, CT)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 11-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Private Client Banker - Valley Cottage, NY
- Valley Cottage, NY (18 miles from Cos Cob, CT)
- 1 day ago
- Valley Cottage, NY (18 miles from Cos Cob, CT)
- 1 day 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
- Rye, NY (7 miles from Cos Cob, CT)
- 1 day ago
- Rye, NY (7 miles from Cos Cob, CT)
- 1 day ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Financial Advisor - Affinity Federal Credit Union
- Norwalk, CT (9 miles from Cos Cob, CT)
- 2 days ago
- Norwalk, CT (9 miles from Cos Cob, CT)
- 2 days ago
Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at...
Private Client Relationship Manager
- New Rochelle, NY (14 miles from Cos Cob, CT)
- 2 days ago
- New Rochelle, NY (14 miles from Cos Cob, CT)
- 2 days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Private Client Financial Advisor
- Bedford Hills, NY (12 miles from Cos Cob, CT)
- 4 days ago
- Bedford Hills, NY (12 miles from Cos Cob, CT)
- 4 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Team Based Financial Advisor - Todd Financial
- Elmsford, NY (11 miles from Cos Cob, CT)
- 5 days ago
- Elmsford, NY (11 miles from Cos Cob, CT)
- 5 days ago
In office 5 days a week- flexible between the two offices: o 1736 Ferguson Rd, Allison Park, PA 15101-3202 o 2790 Mosside Blvd. Suite 415, Monroeville, PA 15146 Team-Based Financial Advisor Our...
- Tarrytown, NY (13 miles from Cos Cob, CT)
- 6 days ago
- Tarrytown, NY (13 miles from Cos Cob, CT)
- 6 days ago
About this role: Wells Fargo is seeking a Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Bilingual Korean Personal Banker
- Leonia, NJ (24 miles from Cos Cob, CT)
- 6 days ago
- Leonia, NJ (24 miles from Cos Cob, CT)
- 6 days ago
As a FT Branch Banker within PNC's Bergen Region Retail Banking organization, you will be based in Leonia, NJ. Bilingual Fluency in both English and Korean is required....
Demographic Data for Cos Cob, CT
Moving to Cos Cob, CT? Find some basic demographic data about Cos Cob, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Cos Cob, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Cos Cob, 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
- Certified Financial Planner
- Check Cashing
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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