Personal Banker Jobs in Newtown, 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 (22 miles from Newtown, CT)
- 19 hours ago
- Cheshire, CT (22 miles from Newtown, 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...
Private Client Financial Advisor
- Bedford Hills, NY (22 miles from Newtown, CT)
- 2 days ago
- Bedford Hills, NY (22 miles from Newtown, CT)
- 2 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Personal Financial Representative-CT
- Bridgeport, CT (16 miles from Newtown, CT)
- 5 days ago
- Bridgeport, CT (16 miles from Newtown, CT)
- 5 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 (19 miles from Newtown, CT)
- 6 days ago
- Hamden, CT (19 miles from Newtown, 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 (19 miles from Newtown, CT)
- 6 days ago
- Hamden, CT (19 miles from Newtown, 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....
Financial Advisor - Hanscom Federal Credit Union
- Bedford Hills, NY (22 miles from Newtown, CT)
- 10 days ago
- Bedford Hills, NY (22 miles from Newtown, CT)
- 10 days ago
Credit Union Financial Advisor - Hanscom Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial...
Financial Advisor Development Program
- Norwalk, CT (19 miles from Newtown, CT)
- 14 days ago
- Norwalk, CT (19 miles from Newtown, CT)
- 14 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...
- Milford, CT (18 miles from Newtown, CT)
- 18 days ago
- Milford, CT (18 miles from Newtown, CT)
- 18 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Financial Advisor - RDM Financial Group
- Westport, CT (17 miles from Newtown, CT)
- 22 days ago
- Westport, CT (17 miles from Newtown, CT)
- 22 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 (15 miles from Newtown, CT)
- 24 days ago
- Fairfield, CT (15 miles from Newtown, CT)
- 24 days ago
Banker job family....
Personal Banker ll - Northwest Cincinnati
- Fairfield, CT (15 miles from Newtown, CT)
- 27 days ago
- Fairfield, CT (15 miles from Newtown, CT)
- 27 days ago
Banker job family....
- Baldwin Place, NY (22 miles from Newtown, CT)
- 27 days ago
- Baldwin Place, NY (22 miles from Newtown, CT)
- 27 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Client Relationship Manager - Consumer Goods
- Shelton, CT (10 miles from Newtown, CT)
- 90+ days ago
- Shelton, CT (10 miles from Newtown, CT)
- 90+ days ago
Client Relationship Manager for Consumer Goods Location: Newark, NJ - must be local or willing to relocate (in office) Travel: 35-50% tristate area About Cognizant Cognizant (Nasdaq-100: CTSH) is...
Private Client Banker - Westport Main St - Westport, CT
- Westport, CT (17 miles from Newtown, CT)
- 90+ days ago
- Westport, CT (17 miles from Newtown, CT)
- 90+ 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...
- Danbury, CT (8 miles from Newtown, CT)
- 90+ days ago
- Danbury, CT (8 miles from Newtown, CT)
- 90+ days ago
management....
Demographic Data for Newtown, CT
Moving to Newtown, CT? Find some basic demographic data about Newtown, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Newtown, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Newtown, 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 »