Personal Banker Jobs in East Haven, 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 Roving New Haven Shoreline District
- New Haven, CT (3 miles from East Haven, CT)
- 3 hours ago
- New Haven, CT (3 miles from East Haven, CT)
- 3 hours ago
Personal Banker Roving New Haven Shoreline District 3.6 3.6 out of 5 stars 956 Chapel Street, New Haven, CT 06510 Why Wells Fargo: Are you looking for more? Find it here....
- Cheshire, CT (14 miles from East Haven, CT)
- 1 day ago
- Cheshire, CT (14 miles from East Haven, CT)
- 1 day 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 - Fairfield Branch - Bilingual Spanish Speaking Preferred
- Fairfield, CT (22 miles from East Haven, CT)
- 8 days ago
- Fairfield, CT (22 miles from East Haven, CT)
- 8 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....
Financial Advisor - Altium Wealth Management
- Madison, CT (14 miles from East Haven, CT)
- 11 days ago
- Madison, CT (14 miles from East Haven, CT)
- 11 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...
Retail Personal Banker ll - Northwest areas of Cincinnati
- Fairfield, CT (22 miles from East Haven, CT)
- 13 days ago
- Fairfield, CT (22 miles from East Haven, CT)
- 13 days ago
Banker job family....
Private Client Financial Advisor - Guilford, CT
- Madison, CT (14 miles from East Haven, CT)
- 13 days ago
- Madison, CT (14 miles from East Haven, CT)
- 13 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Private Client Financial Advisor - Guilford, CT
- Guilford, CT (9 miles from East Haven, CT)
- 14 days ago
- Guilford, CT (9 miles from East Haven, CT)
- 14 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Sr. Private Client Relationship Manager
- Fairfield, CT (22 miles from East Haven, CT)
- 15 days ago
- Fairfield, CT (22 miles from East Haven, CT)
- 15 days ago
Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity,...
Retail Personal Banker l - Northwest areas of Cincinnati
- Fairfield, CT (22 miles from East Haven, CT)
- 24 days ago
- Fairfield, CT (22 miles from East Haven, CT)
- 24 days ago
Banker job family....
Client Relationship Manager - Consumer Goods
- Shelton, CT (14 miles from East Haven, CT)
- 90+ days ago
- Shelton, CT (14 miles from East Haven, 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...
Licensed Private Client Banker
- Fairfield, CT (22 miles from East Haven, CT)
- 30+ days ago
- Fairfield, CT (22 miles from East Haven, CT)
- 30+ 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...
Personal Financial Representative-CT
- Oakville, CT (24 miles from East Haven, CT)
- 30+ days ago
- Oakville, CT (24 miles from East Haven, CT)
- 30+ 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 Work- Wallingford, CT (12 miles from East Haven, CT)
- 45+ days ago
- Wallingford, CT (12 miles from East Haven, CT)
- 45+ days ago
Location: Wallingford, US-CT Rate: Not Specified Type: Permanent Client Relationship Manager Position Summary The Client Relationship Manager supports the Director, Client Relationship across...
Licensed Private Client Banker - Guilford Branch
- Guilford, CT (9 miles from East Haven, CT)
- 60+ days ago
- Guilford, CT (9 miles from East Haven, CT)
- 60+ 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...
- Stratford, CT (13 miles from East Haven, CT)
- 90+ days ago
- Stratford, CT (13 miles from East Haven, CT)
- 90+ days ago
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal...
Demographic Data for East Haven, CT
Moving to East Haven, CT? Find some basic demographic data about East Haven, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in East Haven, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in East Haven, 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
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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