Personal Banker Jobs in Old Saybrook, 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 - Guilford Shoreline Plaza - Guilford, CT
- Guilford, CT (15 miles from Old Saybrook, CT)
- 10 hours ago
- Guilford, CT (15 miles from Old Saybrook, CT)
- 10 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...
Personal Banker Roving New Haven Shoreline District
- Old Saybrook, CT
- 20 hours ago
- Old Saybrook, CT
- 20 hours ago
**About this role:** Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Financial Advisor - Altium Wealth Management
- Madison, CT (11 miles from Old Saybrook, CT)
- 11 days ago
- Madison, CT (11 miles from Old Saybrook, CT)
- 11 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...
Private Client Financial Advisor - Guilford, CT
- Madison, CT (11 miles from Old Saybrook, CT)
- 14 days ago
- Madison, CT (11 miles from Old Saybrook, CT)
- 14 days ago
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 (15 miles from Old Saybrook, CT)
- 14 days ago
- Guilford, CT (15 miles from Old Saybrook, 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
- Guilford, CT (15 miles from Old Saybrook, CT)
- 15 days ago
- Guilford, CT (15 miles from Old Saybrook, 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,...
Financial Advisor - Paid Training Provided
- Waterford, CT (12 miles from Old Saybrook, CT)
- 22 days ago
- Waterford, CT (12 miles from Old Saybrook, CT)
- 22 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 02-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Norwich, CT (22 miles from Old Saybrook, CT)
- 30+ days ago
- Norwich, CT (22 miles from Old Saybrook, CT)
- 30+ days ago
management, comprehensive financial planning, and advisory services....
Financial Advisor/Tax Preparer
- Norwich, CT (22 miles from Old Saybrook, CT)
- 60+ days ago
- Norwich, CT (22 miles from Old Saybrook, CT)
- 60+ days ago
management....
Financial Advisor Waterford, CT Market 13, Region 330
- Waterford, CT (12 miles from Old Saybrook, CT)
- 60+ days ago
- Waterford, CT (12 miles from Old Saybrook, 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 (15 miles from Old Saybrook, CT)
- 60+ days ago
- Guilford, CT (15 miles from Old Saybrook, 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 London, CT (14 miles from Old Saybrook, CT)
- 90+ days ago
- New London, CT (14 miles from Old Saybrook, CT)
- 90+ days ago
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
Demographic Data for Old Saybrook, CT
Moving to Old Saybrook, CT? Find some basic demographic data about Old Saybrook, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Old Saybrook, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Old Saybrook, 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
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Banking
- 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
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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