Personal Banker Jobs in Milford, 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 Westport Branch
- Westport, CT (16 miles from Milford, CT)
- 1 day ago
- Westport, CT (16 miles from Milford, 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....
- New Haven, CT (9 miles from Milford, CT)
- 6 days ago
- New Haven, CT (9 miles from Milford, 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 (9 miles from Milford, CT)
- 7 days ago
- New Haven, CT (9 miles from Milford, 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....
- Miller Place, NY (19 miles from Milford, CT)
- 14 days ago
- Miller Place, NY (19 miles from Milford, CT)
- 14 days ago
This job posting is anticipated to remain open for 30 days, from 18-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
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Personal Banker II - Darien - Full Time
- Darien, CT (24 miles from Milford, CT)
- 19 days ago
- Darien, CT (24 miles from Milford, CT)
- 19 days ago
Banker job family....
Private Client Relationship Manager
- New Haven, CT (9 miles from Milford, CT)
- 19 days ago
- New Haven, CT (9 miles from Milford, CT)
- 19 days ago
Qualifications: Bachelors degree (preferred). 3-5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients....
Financial Advisor - Affinity Federal Credit Union
- Norwalk, CT (21 miles from Milford, CT)
- 22 days ago
- Norwalk, CT (21 miles from Milford, CT)
- 22 days ago
Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at...
Private Client Banker - Shops at Stonebridge - Cheshire, CT
- Cheshire, CT (21 miles from Milford, CT)
- 23 days ago
- Cheshire, CT (21 miles from Milford, CT)
- 23 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...
Licensed Private Client Banker
- Guilford, CT (20 miles from Milford, CT)
- 25 days ago
- Guilford, CT (20 miles from Milford, CT)
- 25 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...
Personal Financial Representative-CT
- Bridgeport, CT (8 miles from Milford, CT)
- 28 days ago
- Bridgeport, CT (8 miles from Milford, CT)
- 28 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 WorkPrivate Client Relationship Manager
- Hamden, CT (12 miles from Milford, CT)
- 29 days ago
- Hamden, CT (12 miles from Milford, CT)
- 29 days ago
Achieve growth targets for your assigned book of business across the deposits, wealth revenue and consumer lending....
- Branford, CT (14 miles from Milford, CT)
- 30+ days ago
- Branford, CT (14 miles from Milford, CT)
- 30+ days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Financial Advisor Development Program
- Norwalk, CT (21 miles from Milford, CT)
- 30+ days ago
- Norwalk, CT (21 miles from Milford, CT)
- 30+ days ago
FINANCIAL ADVISOR DEVELOPNENT PROGRAM: What is the program? Outstanding graduating seniors will be given an opportunity to participate in an experiential program that builds a pathway to a...
Financial Advisor - RDM Financial Group
- Westport, CT (16 miles from Milford, CT)
- 45+ days ago
- Westport, CT (16 miles from Milford, CT)
- 45+ days ago
Insurance licenses are ideal. 5-10 years of prior experience in Financial Planning and/or Wealth Management....
Retail Personal Banker l - Cincinnati (Hamilton County)
- Fairfield, CT (12 miles from Milford, CT)
- 45+ days ago
- Fairfield, CT (12 miles from Milford, CT)
- 45+ days ago
Banker job family....
Demographic Data for Milford, CT
Moving to Milford, CT? Find some basic demographic data about Milford, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Milford, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Milford, 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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