Personal Banker Jobs in Madison, 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 (18 miles from Madison, CT)
- moments ago
- Cheshire, CT (18 miles from Madison, CT)
- moments 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...
Licensed Private Client Banker
- Guilford, CT (4 miles from Madison, CT)
- 1 day ago
- Guilford, CT (4 miles from Madison, CT)
- 1 day 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...
Personal Banker Hartford East Hartford Rocky Hill
- Rocky Hill, CT (21 miles from Madison, CT)
- 2 days ago
- Rocky Hill, CT (21 miles from Madison, 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....
- Branford, CT (10 miles from Madison, CT)
- 3 days ago
- Branford, CT (10 miles from Madison, CT)
- 3 days ago
This job posting is anticipated to remain open for 30 days, from 04-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Private Client Relationship Manager
- Hamden, CT (17 miles from Madison, CT)
- 5 days ago
- Hamden, CT (17 miles from Madison, CT)
- 5 days ago
Achieve growth targets for your assigned book of business across the deposits, wealth revenue and consumer lending....
Private Client Relationship Manager
- Glastonbury, CT (24 miles from Madison, CT)
- 6 days ago
- Glastonbury, CT (24 miles from Madison, CT)
- 6 days ago
Achieve growth targets for your assigned book of business across the deposits, wealth revenue and consumer lending....
Private Client Relationship Manager
- Hamden, CT (17 miles from Madison, CT)
- 6 days ago
- Hamden, CT (17 miles from Madison, CT)
- 6 days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
- Branford, CT (10 miles from Madison, CT)
- 13 days ago
- Branford, CT (10 miles from Madison, CT)
- 13 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Senior Financial Advisor & Planner - Wealth Management/Personal Strategy
- Meriden, CT (16 miles from Madison, CT)
- 15 days ago
- Meriden, CT (16 miles from Madison, CT)
- 15 days ago
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid...
Financial Advisor - Career Change Opportunity in Clinton
- Clinton, CT (4 miles from Madison, CT)
- 24 days ago
- Clinton, CT (4 miles from Madison, CT)
- 24 days ago
Financial Advisor - Career Change Opportunity in Clinton Job Ref: ... Employer: Network Company Name: Edward Jones Industry: Banking Job Type: Full Time State: Connecticut City: Clinton Zip Code:...
Private Client Financial Advisor - Old Lyme, CT
- Clinton, CT (4 miles from Madison, CT)
- 30+ days ago
- Clinton, CT (4 miles from Madison, CT)
- 30+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Private Client Financial Advisor - Old Lyme, CT
- Old Lyme, CT (13 miles from Madison, CT)
- 30+ days ago
- Old Lyme, CT (13 miles from Madison, CT)
- 30+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Financial Advisor - Clinton, CT - Market 13, Region 330
- Clinton, CT (4 miles from Madison, CT)
- 30+ days ago
- Clinton, CT (4 miles from Madison, CT)
- 30+ days ago
This job posting is anticipated to remain open for 30 days, from 06-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor - Career Change Opportunity
- Waterford, CT (22 miles from Madison, CT)
- 30+ days ago
- Waterford, CT (22 miles from Madison, CT)
- 30+ days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 04-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Southington, CT (22 miles from Madison, CT)
- 30+ days ago
- Southington, CT (22 miles from Madison, 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 Madison, CT
Moving to Madison, CT? Find some basic demographic data about Madison, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Madison, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Madison, 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
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 »