Personal Banker Jobs in South Windsor, 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.
US Experienced Financial Advisor
- Hartford, CT (5 miles from South Windsor, CT)
- 4 days ago
- Hartford, CT (5 miles from South Windsor, CT)
- 4 days ago
We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model....
Financial Advisor - Certification Provided
- Newington, CT (13 miles from South Windsor, CT)
- 9 days ago
- Newington, CT (13 miles from South Windsor, CT)
- 9 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 09-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Advisor & Planner - Brokerage/Premier Accounts
- Manchester, CT (5 miles from South Windsor, CT)
- 10 days ago
- Manchester, CT (5 miles from South Windsor, CT)
- 10 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...
2026 January Financial Advisor Development Program - Hartford
- Hartford, CT (5 miles from South Windsor, CT)
- 11 days ago
- Hartford, CT (5 miles from South Windsor, CT)
- 11 days ago
A background in business administration, wealth management, financial planning, or finance is preferred....
Senior Financial Advisor & Planner - Wealth Management/Personal Strategy
- Meriden, CT (23 miles from South Windsor, CT)
- 13 days ago
- Meriden, CT (23 miles from South Windsor, CT)
- 13 days ago
Senior Financial Advisor & Planner - Wealth Management/Personal Strategy at Empower summary: As a Senior Financial Advisor & Planner specializing in Personal Strategy within wealth management, you manage...
Licensed Private Client Banker
- Manchester, CT (5 miles from South Windsor, CT)
- 13 days ago
- Manchester, CT (5 miles from South Windsor, CT)
- 13 days ago
Location: 923 Main Street - Manchester, Connecticut 06040 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Private Client Banker - Torrington, CT
- New Britain, CT (16 miles from South Windsor, CT)
- 21 days ago
- New Britain, CT (16 miles from South Windsor, CT)
- 21 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
- Cromwell, CT (16 miles from South Windsor, CT)
- 23 days ago
- Cromwell, CT (16 miles from South Windsor, CT)
- 23 days ago
Qualifications: Bachelor's degree (preferred). 3-5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients....
Private Client Relationship Manager
- Middletown, CT (20 miles from South Windsor, CT)
- 23 days ago
- Middletown, CT (20 miles from South Windsor, CT)
- 23 days ago
Qualifications: Bachelors degree (preferred). 3-5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients....
- Hartford, CT (5 miles from South Windsor, CT)
- 30+ days ago
- Hartford, CT (5 miles from South Windsor, CT)
- 30+ days ago
Personal Banker Personal Banker remote type On-Site locations Hartford 1594 Sumner time type Full time posted on Posted 5 Days Ago job requisition id JR103355 At Associated Bank we strive to create...
Licensed Private Client Banker
- Hartford, CT (5 miles from South Windsor, CT)
- 30+ days ago
- Hartford, CT (5 miles from South Windsor, CT)
- 30+ days ago
Location: 225 Trumbull Street - Hartford, Connecticut 06103 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Private Client Relationship Manager
- Bristol, CT (21 miles from South Windsor, CT)
- 30+ days ago
- Bristol, CT (21 miles from South Windsor, CT)
- 30+ days ago
Achieve growth targets for your assigned book of business across the deposits, wealth revenue and consumer lending....
Private Client Relationship Manager
- Glastonbury, CT (9 miles from South Windsor, CT)
- 30+ days ago
- Glastonbury, CT (9 miles from South Windsor, CT)
- 30+ days ago
Achieve growth targets for your assigned book of business across the deposits, wealth revenue and consumer lending....
Associate Financial Advisor - Bergenn Financial Group
- West Hartford, CT (11 miles from South Windsor, CT)
- 30+ days ago
- West Hartford, CT (11 miles from South Windsor, CT)
- 30+ days ago
Bergenn Financial Group is an independent financial planning & investment management firm in West Hartford, CT. We have a customer-centric, modern, and inclusive work environment. Your role as an...
- Springfield, MA (18 miles from South Windsor, CT)
- 90+ days ago
- Springfield, MA (18 miles from South Windsor, CT)
- 90+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Demographic Data for South Windsor, CT
Moving to South Windsor, CT? Find some basic demographic data about South Windsor, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in South Windsor, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in South Windsor, 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
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- BSA
- Account Maintenance
- 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
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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