Personal Banker Jobs in Greens Farms, 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.
2026 January Financial Advisor Development Program - Long Island
- Melville, NY (23 miles from Greens Farms, CT)
- 7 hours ago
- Melville, NY (23 miles from Greens Farms, CT)
- 7 hours ago
A background in business administration, wealth management, financial planning, or finance is preferred....
Financial Advisor - Career Change Opportunity
- Plainview, NY (24 miles from Greens Farms, CT)
- 19 hours ago
- Plainview, NY (24 miles from Greens Farms, CT)
- 19 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Plainview, NY (24 miles from Greens Farms, CT)
- 22 hours ago
- Plainview, NY (24 miles from Greens Farms, CT)
- 22 hours ago
This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banker Westport Branch
- Westport, CT (1 mile from Greens Farms, CT)
- 1 day ago
- Westport, CT (1 mile from Greens Farms, 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....
Private Client Relationship Manager
- Huntingtn Sta, NY (21 miles from Greens Farms, CT)
- 4 days ago
- Huntingtn Sta, NY (21 miles from Greens Farms, CT)
- 4 days ago
LOCATION: Melville, NY or East Hampton, NY Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance...
Roving Personal Banker for Long Island - Suffolk and Southampton
- Huntington Station, NY (21 miles from Greens Farms, CT)
- 5 days ago
- Huntington Station, NY (21 miles from Greens Farms, CT)
- 5 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....
Private Client Relationship Manager
- Melville, NY (23 miles from Greens Farms, CT)
- 5 days ago
- Melville, NY (23 miles from Greens Farms, CT)
- 5 days ago
LOCATION: Melville, NY or East Hampton, NY Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance...
- New Haven, CT (23 miles from Greens Farms, CT)
- 6 days ago
- New Haven, CT (23 miles from Greens Farms, CT)
- 6 days ago
This position will work closely with all sales, service and operations partners to serve as the focal point for existing medium market advisor plan clients and their financial advisors....
- New Haven, CT (23 miles from Greens Farms, CT)
- 7 days ago
- New Haven, CT (23 miles from Greens Farms, CT)
- 7 days ago
Qualifications: Bachelor's degree (preferred). 3-5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients....
- Pleasantville, NY (24 miles from Greens Farms, CT)
- 12 days ago
- Pleasantville, NY (24 miles from Greens Farms, CT)
- 12 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....
Associate Bank Financial Advisor
- Armonk, NY (20 miles from Greens Farms, CT)
- 12 days ago
- Armonk, NY (20 miles from Greens Farms, CT)
- 12 days ago
About this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of...
25879100 Personal Banker - Armonk Branch
- Armonk, NY (20 miles from Greens Farms, CT)
- 13 days ago
- Armonk, NY (20 miles from Greens Farms, CT)
- 13 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....
- Katonah, NY (21 miles from Greens Farms, CT)
- 14 days ago
- Katonah, NY (21 miles from Greens Farms, CT)
- 14 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....
Private Client Banker - High Ridge Rd, Stamford, CT
- Stamford, CT (12 miles from Greens Farms, CT)
- 15 days ago
- Stamford, CT (12 miles from Greens Farms, CT)
- 15 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...
Private Client Financial Advisor - Greenwich/Stamford CT - Rye NY
- Stamford, CT (12 miles from Greens Farms, CT)
- 16 days ago
- Stamford, CT (12 miles from Greens Farms, CT)
- 16 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Greens Farms, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Greens Farms, 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
- 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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