Personal Banker Jobs in Ellington, 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.
Bilingual Personal Banker State House
- Hartford, CT (14 miles from Ellington, CT)
- 2 days ago
- Hartford, CT (14 miles from Ellington, CT)
- 2 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 Financial Advisor
- Windsor, CT (12 miles from Ellington, CT)
- 15 days ago
- Windsor, CT (12 miles from Ellington, CT)
- 15 days ago
Financial Advisor Edward Jones 3.8 ( ) Windsor, 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...
Private Client Banker - Newington, CT
- Newington, CT (22 miles from Ellington, CT)
- 23 days ago
- Newington, CT (22 miles from Ellington, CT)
- 23 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Client Relationship Manager - Hartford, CT
- Hartford, CT (14 miles from Ellington, CT)
- 24 days ago
- Hartford, CT (14 miles from Ellington, CT)
- 24 days ago
Client Relationship Manager Overview Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. CRM will serve as the primary point of contact...
Client Relationship Manager, Northeast
- Hartford, CT (14 miles from Ellington, CT)
- 24 days ago
- Hartford, CT (14 miles from Ellington, CT)
- 24 days ago
With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest...
2026 January Financial Advisor Development Program - Hartford
- Hartford, CT (14 miles from Ellington, CT)
- 45+ days ago
- Hartford, CT (14 miles from Ellington, CT)
- 45+ days ago
Your role Interested in working in financial services, specifically as a financial advisor serving clients, but not sure where to start? Do you want to work for a firm with a truly global...
Licensed Private Client Banker
- Willimantic, CT (17 miles from Ellington, CT)
- 60+ days ago
- Willimantic, CT (17 miles from Ellington, CT)
- 60+ days ago
ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending...
Private Client Relationship Manager
- Glastonbury, CT (15 miles from Ellington, CT)
- 60+ days ago
- Glastonbury, CT (15 miles from Ellington, CT)
- 60+ days ago
Achieve growth targets for your assigned book of business across the deposits, wealth revenue and consumer lending....
Demographic Data for Ellington, CT
Moving to Ellington, CT? Find some basic demographic data about Ellington, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Ellington, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Ellington, 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
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- 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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