Personal Banker Jobs in North Haven, 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 - Career Change Opportunity
- Branford, CT (7 miles from North Haven, CT)
- 2 days ago
- Branford, CT (7 miles from North Haven, CT)
- 2 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 30-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Southington, CT (15 miles from North Haven, CT)
- 13 hours ago
- Southington, CT (15 miles from North Haven, CT)
- 13 hours 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...
Financial Advisor - Certification Provided
- Branford, CT (7 miles from North Haven, CT)
- 14 hours ago
- Branford, CT (7 miles from North Haven, CT)
- 14 hours ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 30-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker Waterbury Wolcott
- Waterbury, CT (15 miles from North Haven, CT)
- 1 day ago
- Waterbury, CT (15 miles from North Haven, 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....
Financial Advisor - (Farmington, CT)
- Farmington, CT (23 miles from North Haven, CT)
- 1 day ago
- Farmington, CT (23 miles from North Haven, CT)
- 1 day ago
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help...
- Shelton, CT (15 miles from North Haven, CT)
- 1 day ago
- Shelton, CT (15 miles from North Haven, CT)
- 1 day 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 Work- Ansonia, CT (11 miles from North Haven, CT)
- 1 day ago
- Ansonia, CT (11 miles from North Haven, 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....
Personal Banker New Haven Chapel
- New Haven, CT (6 miles from North Haven, CT)
- 1 day ago
- New Haven, CT (6 miles from North Haven, 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....
- Hamden, CT (4 miles from North Haven, CT)
- 2 days ago
- Hamden, CT (4 miles from North Haven, 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 (7 miles from North Haven, CT)
- 3 days ago
- Branford, CT (7 miles from North Haven, CT)
- 3 days ago
This job posting is anticipated to remain open for 30 days, from 30-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
- East Haven, CT (6 miles from North Haven, CT)
- 3 days ago
- East Haven, CT (6 miles from North Haven, CT)
- 3 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....
Private Client Banker - Guilford Shoreline Plaza - Guilford, CT
- Guilford, CT (9 miles from North Haven, CT)
- 8 days ago
- Guilford, CT (9 miles from North Haven, CT)
- 8 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...
Personal Banker Roving New Haven Shoreline District
- New Haven, CT (6 miles from North Haven, CT)
- 8 days ago
- New Haven, CT (6 miles from North Haven, CT)
- 8 days 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 (8 miles from North Haven, CT)
- 9 days ago
- Cheshire, CT (8 miles from North Haven, CT)
- 9 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 - Altium Wealth Management
- Madison, CT (13 miles from North Haven, CT)
- 19 days ago
- Madison, CT (13 miles from North Haven, CT)
- 19 days ago
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...
Demographic Data for North Haven, CT
Moving to North Haven, CT? Find some basic demographic data about North Haven, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in North Haven, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in North Haven, 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
- Mortgage Lending
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- 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
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- 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 »