Personal Banker Jobs in Ridgefield, 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 Financial Advisor
- Bedford Hills, NY (11 miles from Ridgefield, CT)
- 2 days ago
- Bedford Hills, NY (11 miles from Ridgefield, CT)
- 2 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Team Based Financial Advisor - Todd Financial
- Elmsford, NY (24 miles from Ridgefield, CT)
- 3 days ago
- Elmsford, NY (24 miles from Ridgefield, CT)
- 3 days ago
In office 5 days a week- flexible between the two offices: o 1736 Ferguson Rd, Allison Park, PA 15101-3202 o 2790 Mosside Blvd. Suite 415, Monroeville, PA 15146 Team-Based Financial Advisor Our...
- Tarrytown, NY (24 miles from Ridgefield, CT)
- 4 days ago
- Tarrytown, NY (24 miles from Ridgefield, CT)
- 4 days ago
About this role: Wells Fargo is seeking a Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Personal Financial Representative-CT
- Bridgeport, CT (17 miles from Ridgefield, CT)
- 5 days ago
- Bridgeport, CT (17 miles from Ridgefield, 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 WorkHomefront Heroes Hiring Personal Banker Southern Westchester
- White Plains, NY (23 miles from Ridgefield, CT)
- 6 days ago
- White Plains, NY (23 miles from Ridgefield, CT)
- 6 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....
Boots to Banking Personal Banker Southern Westchester
- White Plains, NY (23 miles from Ridgefield, CT)
- 6 days ago
- White Plains, NY (23 miles from Ridgefield, CT)
- 6 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 - Hanscom Federal Credit Union
- Bedford Hills, NY (11 miles from Ridgefield, CT)
- 10 days ago
- Bedford Hills, NY (11 miles from Ridgefield, 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...
Roving Personal Banker Northern Westchester
- Armonk, NY (16 miles from Ridgefield, CT)
- 10 days ago
- Armonk, NY (16 miles from Ridgefield, CT)
- 10 days 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....
- Greenwich, CT (19 miles from Ridgefield, CT)
- 11 days ago
- Greenwich, CT (19 miles from Ridgefield, CT)
- 11 days ago
Job Responsibilities: Collaborate with clients to develop customized wealth management strategies, tailored to their financial and investment objectives....
- Greenwich, CT (19 miles from Ridgefield, CT)
- 12 days ago
- Greenwich, CT (19 miles from Ridgefield, CT)
- 12 days ago
The Executive Wealth Group at Ameriprise Financial is committed to delivering exceptional wealth management solutions with a client-first mindset....
Financial Advisor Development Program
- Norwalk, CT (12 miles from Ridgefield, CT)
- 14 days ago
- Norwalk, CT (12 miles from Ridgefield, 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...
Licensed Private Client Banker
- Cortlandt Manor, NY (21 miles from Ridgefield, CT)
- 14 days ago
- Cortlandt Manor, NY (21 miles from Ridgefield, CT)
- 14 days ago
Location: 3000 East Main Street - Cortlandt Manor, New York 10567 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The...
Senior Financial Advisor & Planner - Wealth Management/Personal Strategy
- Stamford, CT (17 miles from Ridgefield, CT)
- 16 days ago
- Stamford, CT (17 miles from Ridgefield, CT)
- 16 days ago
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid...
- Milford, CT (23 miles from Ridgefield, CT)
- 18 days ago
- Milford, CT (23 miles from Ridgefield, 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 (14 miles from Ridgefield, CT)
- 22 days ago
- Westport, CT (14 miles from Ridgefield, CT)
- 22 days ago
Insurance licenses are ideal. 5-10 years of prior experience in Financial Planning and/or Wealth Management....
Demographic Data for Ridgefield, CT
Moving to Ridgefield, CT? Find some basic demographic data about Ridgefield, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Ridgefield, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Ridgefield, 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
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