Personal Banker Jobs in Stamford, 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.

1-15 of 52 Jobs

Private Client Relationship Manager

  • Huntingtn Sta, NY (18 miles from Stamford, CT)
  • 1 day ago
  • Huntingtn Sta, NY (18 miles from Stamford, CT)
  • 1 day ago

LOCATION: Melville, NY or East Hampton, NY Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance...

Personal Banker - New Hyde Park, NY

  • New Hyde Park, NY (22 miles from Stamford, CT)
  • 2 days ago
  • New Hyde Park, NY (22 miles from Stamford, CT)
  • 2 days ago

Personal Banker - Hyde Park, NY Valley National Bank $17.31 - $28.85 / hr paid time off United States, York, Hyde Park 699 Hillside Avenue (Show on map) Jun 26, 2025 Back Personal Banker #25-459 Hyde...

Roving Personal Banker for Long Island - Suffolk and Southampton

  • Huntington Station, NY (18 miles from Stamford, CT)
  • 2 days ago
  • Huntington Station, NY (18 miles from Stamford, CT)
  • 2 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....

Personal Banker

  • Jericho, NY (18 miles from Stamford, CT)
  • 2 days ago
  • Jericho, NY (18 miles from Stamford, CT)
  • 2 days ago

Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....

Private Client Relationship Manager

  • Melville, NY (19 miles from Stamford, CT)
  • 2 days ago
  • Melville, NY (19 miles from Stamford, CT)
  • 2 days ago

LOCATION: Melville, NY or East Hampton, NY Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance...

Senior Personal Banker - Roslyn - Full-time

  • Roslyn, NY (18 miles from Stamford, CT)
  • 4 days ago
  • Roslyn, NY (18 miles from Stamford, CT)
  • 4 days ago

WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....

Licensed Private Client Banker

  • Ossining, NY (18 miles from Stamford, CT)
  • 4 days ago
  • Ossining, NY (18 miles from Stamford, CT)
  • 4 days ago

Location: 170 South Highland Avenue - Ossining, New York 10562 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...

Private Client Banker - Ardsley, NY

  • Ardsley, NY (16 miles from Stamford, CT)
  • 5 days ago
  • Ardsley, NY (16 miles from Stamford, CT)
  • 5 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 Banker - Vernon Hills - Scarsdale, NY

  • Scarsdale, NY (14 miles from Stamford, CT)
  • 6 days ago
  • Scarsdale, NY (14 miles from Stamford, CT)
  • 6 days ago

JobID: 210638995 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-23T23:04:11+00:00 JobShift: Day Base Pay/Salary: Scarsdale,NY $25.00-$32.69 You have a passion for...

Personal Banker Pleasantville

  • Pleasantville, NY (14 miles from Stamford, CT)
  • 9 days ago
  • Pleasantville, NY (14 miles from Stamford, CT)
  • 9 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....

Associate Bank Financial Advisor

  • Armonk, NY (10 miles from Stamford, CT)
  • 9 days ago
  • Armonk, NY (10 miles from Stamford, CT)
  • 9 days ago

About this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of...

25879100 Personal Banker - Armonk Branch

  • Armonk, NY (10 miles from Stamford, CT)
  • 10 days ago
  • Armonk, NY (10 miles from Stamford, CT)
  • 10 days ago

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....

Personal Banker Katonah

  • Katonah, NY (16 miles from Stamford, CT)
  • 11 days ago
  • Katonah, NY (16 miles from Stamford, CT)
  • 11 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 at Woodbury Village

  • Woodbury, NY (16 miles from Stamford, CT)
  • 12 days ago
  • Woodbury, NY (16 miles from Stamford, CT)
  • 12 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....

Private Client Banker - High Ridge Rd, Stamford, CT

  • Stamford, CT
  • 12 days ago
  • Stamford, CT
  • 12 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...

Demographic Data for Stamford, CT

Moving to Stamford, CT? Find some basic demographic data about Stamford, CT below.


Local
National
135,274
4,500
Medium/Lg

Personal Banker Online Courses and Training Opportunities

iHireBanking curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Personal Finance
The Personal Finance Professional Certificate is designed for individuals to build financial literacy, one of the most pressing needs Americans face today. Financial decisions made by individuals...
Personal Branding
Public perception of an individual is generally based on the individuals actions and achievements. Leaders and individuals project themselves as different and thereby influence public perception....
Psychology of Personal Growth
Learn to understand personal growth from a comparative perspective. Want to learn about how you become who you are, but not sure where to kick off that journey? This is a fantastic course for you....

Salary for Personal Banker Jobs in Stamford, CT

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireBanking research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Banker positions.



Highest Education Level

Personal Bankers in Stamford, CT offer the following education background
Bachelor's Degree
39.9%
High School or GED
20.1%
Master's Degree
14.3%
Associate's Degree
12.8%
Vocational Degree or Certification
8.6%
Some College
2.7%
Doctorate Degree
0.9%
Some High School
0.6%

Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Bankers in Stamford, CT
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%



Personal Banker Related Career Advice Articles

personal banker going over paperwork with her clients
Career Spotlight: Personal Banker

What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.

Read article »
banker looking at charts on laptop
How to Decide Between Investment Banking and Commercial Banking

Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.

Read article »