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.
Personal Banker Roving New Haven Shoreline District
- New Haven, CT (17 miles from Madison, CT)
- 4 hours ago
- New Haven, CT (17 miles from Madison, CT)
- 4 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 (18 miles from Madison, CT)
- 1 day ago
- Cheshire, CT (18 miles from Madison, 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....
Client Relationship Manager-Retirement
- New Britain, CT (23 miles from Madison, CT)
- 6 days ago
- New Britain, CT (23 miles from Madison, CT)
- 6 days ago
Together we fight for everyone's opportunity for a better financial future. We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand...
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...
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 (4 miles from Madison, CT)
- 14 days ago
- Guilford, CT (4 miles from Madison, 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
- Glastonbury, CT (24 miles from Madison, CT)
- 15 days ago
- Glastonbury, CT (24 miles from Madison, 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,...
- Glastonbury, CT (24 miles from Madison, CT)
- 17 days ago
- Glastonbury, CT (24 miles from Madison, CT)
- 17 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Private Client Banker - Glastonbury, CT
- Glastonbury, CT (24 miles from Madison, CT)
- 30+ days ago
- Glastonbury, CT (24 miles from Madison, CT)
- 30+ 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...
- Wallingford, CT (13 miles from Madison, CT)
- 45+ days ago
- Wallingford, CT (13 miles from Madison, 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...
Financial Advisor Waterford, CT Market 13, Region 330
- Waterford, CT (22 miles from Madison, CT)
- 60+ days ago
- Waterford, CT (22 miles from Madison, CT)
- 60+ days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across...
Licensed Private Client Banker - Guilford Branch
- Guilford, CT (4 miles from Madison, CT)
- 60+ days ago
- Guilford, CT (4 miles from Madison, 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...
- New Haven, CT (17 miles from Madison, CT)
- 90+ days ago
- New Haven, CT (17 miles from Madison, 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 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
- 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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