Personal Banker Jobs in New Canaan, 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.
Financial Advisor - Paid Training Provided
- Brookfield, CT (21 miles from New Canaan, CT)
- 1 day ago
- Brookfield, CT (21 miles from New Canaan, CT)
- 1 day ago
Job Overview 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. If you find yourself at a professional...
Personal Banker Bilingual Getty Square
- Yonkers, NY (24 miles from New Canaan, CT)
- moments ago
- Yonkers, NY (24 miles from New Canaan, CT)
- moments 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....
- Woodbury, NY (23 miles from New Canaan, CT)
- 13 hours ago
- Woodbury, NY (23 miles from New Canaan, CT)
- 13 hours 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....
Financial Advisor - Westchester, NY
- White Plains, NY (16 miles from New Canaan, CT)
- 1 day ago
- White Plains, NY (16 miles from New Canaan, CT)
- 1 day ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
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Float Personal Banker l - Northwest Cincinnati
- Fairfield, CT (11 miles from New Canaan, CT)
- 1 day ago
- Fairfield, CT (11 miles from New Canaan, CT)
- 1 day ago
Float Personal Banker l - Northwest Cincinnati LOCATION -- Fairfield, Ohio 45014 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal...
Bilingual Spanish Personal Banker at Port Washington
- Port Washington, NY (24 miles from New Canaan, CT)
- 1 day ago
- Port Washington, NY (24 miles from New Canaan, 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....
- Tarrytown, NY (18 miles from New Canaan, CT)
- 2 days ago
- Tarrytown, NY (18 miles from New Canaan, 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....
Financial Advisor (White Plains, NY)
- White Plains, NY (16 miles from New Canaan, CT)
- 5 days ago
- White Plains, NY (16 miles from New Canaan, CT)
- 5 days ago
Admired" companies (FORTUNE Magazine, 2024) Unsurpassed Financial Strength Rating amongst all major credit agencies TOP 5 Independent Broker Dealer (Financial Advisor Magazine and InvestmentNews) Wealth...
- Port Washington, NY (24 miles from New Canaan, CT)
- 5 days ago
- Port Washington, NY (24 miles from New Canaan, CT)
- 5 days ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
Financial Advisor - Entry Level (Training Provided)
- White Plains, NY (16 miles from New Canaan, CT)
- 5 days ago
- White Plains, NY (16 miles from New Canaan, CT)
- 5 days ago
Join Northwestern Mutual's award-winning SFA agency as we grow our team of financial representatives across New York and New Jersey. As an advisor, guide clients through comprehensive financial...
Private Client Banker - Glen Cove, NY
- Glen Cove, NY (20 miles from New Canaan, CT)
- 6 days ago
- Glen Cove, NY (20 miles from New Canaan, CT)
- 6 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...
- Shelton, CT (21 miles from New Canaan, CT)
- 6 days ago
- Shelton, CT (21 miles from New Canaan, CT)
- 6 days ago
As a wealth management platform, we currently have 50+ people caring for more than a thousand clients and are entrusted with over $8 billion dollars of client wealth....
Remote WorkPersonal Banker - Safe Act - Mandarin or Cantonese speaking preferred - Syosset Branch
- Syosset, NY (23 miles from New Canaan, CT)
- 7 days ago
- Syosset, NY (23 miles from New Canaan, CT)
- 7 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....
- Greenwich, CT (10 miles from New Canaan, CT)
- 8 days ago
- Greenwich, CT (10 miles from New Canaan, CT)
- 8 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....
Personal Banker - Safe Act - Syosset Branch
- Syosset, NY (23 miles from New Canaan, CT)
- 13 days ago
- Syosset, NY (23 miles from New Canaan, 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....
Demographic Data for New Canaan, CT
Moving to New Canaan, CT? Find some basic demographic data about New Canaan, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in New Canaan, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in New Canaan, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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