Personal Banker Jobs in Danbury, 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.
Roving Personal Banker Southern Connecticut
- Stamford, CT (22 miles from Danbury, CT)
- 4 days ago
- Stamford, CT (22 miles from Danbury, CT)
- 4 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Client Relationship Manager - CRM - Digitech
- Chappaqua, NY (21 miles from Danbury, CT)
- 4 days ago
- Chappaqua, NY (21 miles from Danbury, CT)
- 4 days ago
Overview Summary: The Client Relationship Manager is primarily a Brand Ambassador for the organization, responsible for building and maintaining relationships with clients and potential business...
- Bridgeport, CT (20 miles from Danbury, CT)
- 7 days ago
- Bridgeport, CT (20 miles from Danbury, CT)
- 7 days ago
selling of new and existing Retail banking relationships....
Personal Banker - Montgomery County, PA
- Bridgeport, CT (20 miles from Danbury, CT)
- 8 days ago
- Bridgeport, CT (20 miles from Danbury, CT)
- 8 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Personal Banker ll - Northwest Cincinnati
- Fairfield, CT (17 miles from Danbury, CT)
- 13 days ago
- Fairfield, CT (17 miles from Danbury, CT)
- 13 days ago
Banker job family....
Financial Advisor Financial Advisor
- Brookfield, CT (7 miles from Danbury, CT)
- 15 days ago
- Brookfield, CT (7 miles from Danbury, CT)
- 15 days ago
Financial Advisor Edward Jones 3.8 ( ) Brookfield, CT Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
- Greenwich, CT (24 miles from Danbury, CT)
- 15 days ago
- Greenwich, CT (24 miles from Danbury, CT)
- 15 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Private Client Banker - Mount Kisco, NY Private Client Banker - Mount Kisco, NY
- Mount Kisco, NY (17 miles from Danbury, CT)
- 15 days ago
- Mount Kisco, NY (17 miles from Danbury, CT)
- 15 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Analyst - Financial Advisor Compliance (Temp)
- Greenwich, CT (24 miles from Danbury, CT)
- 19 days ago
- Greenwich, CT (24 miles from Danbury, CT)
- 19 days ago
Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the...
Retail Personal Banker l - Cincinnati (Hamilton County)
- Fairfield, CT (17 miles from Danbury, CT)
- 20 days ago
- Fairfield, CT (17 miles from Danbury, CT)
- 20 days ago
Banker job family....
Personal Banker Southern Connecticut
- Darien, CT (20 miles from Danbury, CT)
- 22 days ago
- Darien, CT (20 miles from Danbury, CT)
- 22 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....
- Greenwich, CT (24 miles from Danbury, CT)
- 24 days ago
- Greenwich, CT (24 miles from Danbury, CT)
- 24 days ago
The Executive Wealth Group at Ameriprise Financial is committed to delivering exceptional wealth management solutions with a client-first mindset. As a high-performing and fast-growing practice,...
Personal Financial Representative-CT
- Bridgeport, CT (20 miles from Danbury, CT)
- 24 days ago
- Bridgeport, CT (20 miles from Danbury, CT)
- 24 days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote WorkFinancial Advisor-Fairfield County/Greenwich, CT.
- Greenwich, CT (24 miles from Danbury, CT)
- 28 days ago
- Greenwich, CT (24 miles from Danbury, CT)
- 28 days ago
Work Location: Greenwich, Connecticut, United States of America Hours: 40 Pay Details: $100,000 - $100,000 USD TD is committed to providing fair and equitable compensation opportunities to all...
Private Client Banker - Greenwich Dearfield, Greenwich, CT
- Greenwich, CT (24 miles from Danbury, CT)
- 30+ days ago
- Greenwich, CT (24 miles from Danbury, CT)
- 30+ days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Demographic Data for Danbury, CT
Moving to Danbury, CT? Find some basic demographic data about Danbury, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Danbury, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Danbury, CT offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- 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
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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