Personal Banker Jobs in Shelton, 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
- Brookfield, CT (16 miles from Shelton, CT)
- 3 days ago
- Brookfield, CT (16 miles from Shelton, CT)
- 3 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 22-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Merrill Team Financial Advisor
- Darien, CT (24 miles from Shelton, CT)
- 23 hours ago
- Darien, CT (24 miles from Shelton, CT)
- 23 hours ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
- Brookfield, CT (16 miles from Shelton, CT)
- 2 days ago
- Brookfield, CT (16 miles from Shelton, CT)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 22-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banker Chapel West Haven
- New Haven, CT (10 miles from Shelton, CT)
- 3 days ago
- New Haven, CT (10 miles from Shelton, 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....
- Wolcott, CT (21 miles from Shelton, CT)
- 3 days ago
- Wolcott, CT (21 miles from Shelton, 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....
- Plantsville, CT (21 miles from Shelton, CT)
- 3 days ago
- Plantsville, CT (21 miles from Shelton, 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....
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....
- Guilford, CT (23 miles from Shelton, CT)
- 16 days ago
- Guilford, CT (23 miles from Shelton, CT)
- 16 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Personal Banker - Montgomery County, PA
- Bridgeport, CT (10 miles from Shelton, CT)
- 21 days ago
- Bridgeport, CT (10 miles from Shelton, CT)
- 21 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
- New Haven, CT (10 miles from Shelton, CT)
- 29 days ago
- New Haven, CT (10 miles from Shelton, CT)
- 29 days ago
This position will work closely with all sales, service and operations partners to serve as the focal point for existing medium market advisor plan clients and their financial advisors....
Financial Advisor - Affinity Federal Credit Union
- Norwalk, CT (20 miles from Shelton, CT)
- 45+ days ago
- Norwalk, CT (20 miles from Shelton, CT)
- 45+ days ago
Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at...
Private Client Banker - Shops at Stonebridge - Cheshire, CT
- Cheshire, CT (17 miles from Shelton, CT)
- 45+ days ago
- Cheshire, CT (17 miles from Shelton, CT)
- 45+ 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...
Private Client Relationship Manager
- Hamden, CT (10 miles from Shelton, CT)
- 45+ days ago
- Hamden, CT (10 miles from Shelton, CT)
- 45+ days ago
Achieve growth targets for your assigned book of business across the deposits, wealth revenue and consumer lending....
Financial Advisor - RDM Financial Group
- Westport, CT (16 miles from Shelton, CT)
- 60+ days ago
- Westport, CT (16 miles from Shelton, CT)
- 60+ days ago
Insurance licenses are ideal. 5-10 years of prior experience in Financial Planning and/or Wealth Management....
Private Client Financial Advisor - Old Lyme, CT
- Branford, CT (17 miles from Shelton, CT)
- 60+ days ago
- Branford, CT (17 miles from Shelton, CT)
- 60+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Demographic Data for Shelton, CT
Moving to Shelton, CT? Find some basic demographic data about Shelton, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Shelton, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Shelton, 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
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Lending
- Consumer Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Closing
- Retail
- Business Development
- Math
- Customer Relations
- High School Diploma
- Written Communication
- Telephone Skills
- Interpersonal Skills
- Reporting
- Policy Development
- Coaching
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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