Personal Banker Jobs in Southbury, 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.
- Bridgeport, CT (20 miles from Southbury, CT)
- moments ago
- Bridgeport, CT (20 miles from Southbury, CT)
- moments ago
selling of new and existing Retail banking relationships....
Bilingual Personal Banker Trumbull
- Trumbull, CT (14 miles from Southbury, CT)
- 4 hours ago
- Trumbull, CT (14 miles from Southbury, CT)
- 4 hours 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 - Montgomery County, PA
- Bridgeport, CT (20 miles from Southbury, CT)
- 20 hours ago
- Bridgeport, CT (20 miles from Southbury, CT)
- 20 hours ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Personal Banker Chapel West Haven
- New Haven, CT (19 miles from Southbury, CT)
- 2 days ago
- New Haven, CT (19 miles from Southbury, 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....
- Wolcott, CT (16 miles from Southbury, CT)
- 4 days ago
- Wolcott, CT (16 miles from Southbury, CT)
- 4 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....
Personal Banker ll - Northwest Cincinnati
- Fairfield, CT (20 miles from Southbury, CT)
- 5 days ago
- Fairfield, CT (20 miles from Southbury, CT)
- 5 days ago
Banker job family....
Financial Advisor Financial Advisor
- Brookfield, CT (7 miles from Southbury, CT)
- 8 days ago
- Brookfield, CT (7 miles from Southbury, CT)
- 8 days ago
Financial Advisor Edward Jones 3.8 ( ) Brookfield, CT Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
Private Client Relationship Manager
- New Haven, CT (19 miles from Southbury, CT)
- 9 days ago
- New Haven, CT (19 miles from Southbury, CT)
- 9 days ago
Achieve growth targets for your assigned book of business across the deposits, wealth revenue and consumer lending....
Retail Personal Banker l - Cincinnati (Hamilton County)
- Fairfield, CT (20 miles from Southbury, CT)
- 12 days ago
- Fairfield, CT (20 miles from Southbury, CT)
- 12 days ago
Banker job family....
Personal Financial Representative-CT
- Bridgeport, CT (20 miles from Southbury, CT)
- 17 days ago
- Bridgeport, CT (20 miles from Southbury, CT)
- 17 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 Work- Brookfield, CT (7 miles from Southbury, CT)
- 23 days ago
- Brookfield, CT (7 miles from Southbury, CT)
- 23 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...
- New Haven, CT (19 miles from Southbury, CT)
- 45+ days ago
- New Haven, CT (19 miles from Southbury, CT)
- 45+ 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....
Private Client Banker - Shops at Stonebridge - Cheshire, CT
- Cheshire, CT (17 miles from Southbury, CT)
- 60+ days ago
- Cheshire, CT (17 miles from Southbury, CT)
- 60+ days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Financial Advisor - RDM Financial Group
- Westport, CT (23 miles from Southbury, CT)
- 60+ days ago
- Westport, CT (23 miles from Southbury, CT)
- 60+ days ago
Financial Advisor - RDM Financial Group Req #1388 10 Wright St, Westport, CT 06880, USA Job Description Posted Tuesday, May 13, 2025 at 11:00 PM Your Future Team At RDM Financial Group, we offer a...
- Danbury, CT (13 miles from Southbury, CT)
- 90+ days ago
- Danbury, CT (13 miles from Southbury, CT)
- 90+ days ago
Benefits: 401(k) matching Bonus based on performance Competitive salary We are seeking a motivated and experienced Financial Advisor to join our team As a Financial Advisor, you will have the...
Demographic Data for Southbury, CT
Moving to Southbury, CT? Find some basic demographic data about Southbury, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Southbury, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Southbury, CT offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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