Personal Banker Jobs in Darien, 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.
Personal Banker Bilingual Getty Square
- Yonkers, NY (22 miles from Darien, CT)
- 3 days ago
- Yonkers, NY (22 miles from Darien, CT)
- 3 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....
- Woodbury, NY (17 miles from Darien, CT)
- 3 days ago
- Woodbury, NY (17 miles from Darien, CT)
- 3 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....
Financial Advisor - Westchester, NY
- White Plains, NY (15 miles from Darien, CT)
- 4 days ago
- White Plains, NY (15 miles from Darien, CT)
- 4 days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Remote WorkFloat Personal Banker l - Northwest Cincinnati
- Fairfield, CT (12 miles from Darien, CT)
- 4 days ago
- Fairfield, CT (12 miles from Darien, CT)
- 4 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...
/19327/0e635c5b-efde-4626-8ad0-a38b083d334d.jpg&z=8&s=BNK&ih_t=5%2F12%2F2025+10%3A28%3A09+AM&utm_medium=internal%20referrer&utm_campaign=internal-ihire-resume-review&utm_content=ihire&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
Financial Advisor Associate (R25_0000001535)
- Melville, NY (20 miles from Darien, CT)
- 4 days ago
- Melville, NY (20 miles from Darien, CT)
- 4 days ago
Full Job DescriptionWork with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused...
Bilingual Spanish Personal Banker at Port Washington
- Port Washington, NY (19 miles from Darien, CT)
- 5 days ago
- Port Washington, NY (19 miles from Darien, CT)
- 5 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....
- Syosset, NY (17 miles from Darien, CT)
- 5 days ago
- Syosset, NY (17 miles from Darien, CT)
- 5 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....
- Tarrytown, NY (19 miles from Darien, CT)
- 6 days ago
- Tarrytown, NY (19 miles from Darien, CT)
- 6 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....
Financial Advisor (Seeking Career Changers - Training Provided)
- Melville, NY (20 miles from Darien, CT)
- 6 days ago
- Melville, NY (20 miles from Darien, CT)
- 6 days ago
We are seeking hardworking, self-motived, entrepreneurial individuals to join our team of Financial Professionals at AMG Wealth Management a Division of Northwestern Mutual - Melville....
Private Client Banker - Glen Cove, NY
- Glen Cove, NY (15 miles from Darien, CT)
- 9 days ago
- Glen Cove, NY (15 miles from Darien, CT)
- 9 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...
Personal Banker - Safe Act - Mandarin or Cantonese speaking preferred - Syosset Branch
- Syosset, NY (17 miles from Darien, CT)
- 10 days ago
- Syosset, NY (17 miles from Darien, CT)
- 10 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....
- Greenwich, CT (7 miles from Darien, CT)
- 11 days ago
- Greenwich, CT (7 miles from Darien, CT)
- 11 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 - Safe Act - Syosset Branch
- Syosset, NY (17 miles from Darien, CT)
- 16 days ago
- Syosset, NY (17 miles from Darien, CT)
- 16 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 - Somers Branch
- Somers, NY (19 miles from Darien, CT)
- 16 days ago
- Somers, NY (19 miles from Darien, CT)
- 16 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 (12 miles from Darien, CT)
- 16 days ago
- Fairfield, CT (12 miles from Darien, CT)
- 16 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....
Demographic Data for Darien, CT
Moving to Darien, CT? Find some basic demographic data about Darien, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Darien, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Darien, 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
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »