Personal Banker Jobs in Litchfield, 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.
Private Client Banker - Shops at Stonebridge - Cheshire, CT
- Cheshire, CT (24 miles from Litchfield, CT)
- 19 hours ago
- Cheshire, CT (24 miles from Litchfield, CT)
- 19 hours 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...
- West Hartford, CT (23 miles from Litchfield, CT)
- 4 days ago
- West Hartford, CT (23 miles from Litchfield, CT)
- 4 days ago
Mold Utility - C Shift at Becton Dickinson NA Mold Utility - C Shift at Becton Dickinson NA in Columbus, Nebraska Posted in Other 17 days ago. Job Description: Job Description Summary Job...
Private Client Relationship Manager
- Bristol, CT (15 miles from Litchfield, CT)
- 6 days ago
- Bristol, CT (15 miles from Litchfield, CT)
- 6 days ago
Achieve growth targets for your assigned book of business across the deposits, wealth revenue and consumer lending....
Associate Financial Advisor - Bergenn Financial Group
- West Hartford, CT (23 miles from Litchfield, CT)
- 10 days ago
- West Hartford, CT (23 miles from Litchfield, CT)
- 10 days ago
Bergenn Financial Group is an independent financial planning & investment management firm in West Hartford, CT. We have a customer-centric, modern, and inclusive work environment. Your role as an...
Personal Financial Representative-CT
- Oakville, CT (13 miles from Litchfield, CT)
- 29 days ago
- Oakville, CT (13 miles from Litchfield, CT)
- 29 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- Southington, CT (20 miles from Litchfield, CT)
- 30+ days ago
- Southington, CT (20 miles from Litchfield, CT)
- 30+ days ago
Overview We are seeking a skilled Client Relationship Manager to lead and optimize the operations workflow within our Client Experience organization. The Client Relationship Manager supports the...
Demographic Data for Litchfield, CT
Moving to Litchfield, CT? Find some basic demographic data about Litchfield, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Litchfield, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Litchfield, 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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