Personal Banker Jobs in Stratford, 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.
Roving Personal Banker Southern Connecticut
- Stamford, CT (24 miles from Stratford, CT)
- 3 days ago
- Stamford, CT (24 miles from Stratford, CT)
- 3 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 SAFE Act - B10 - LAKE GROVE
- Saint James, NY (23 miles from Stratford, CT)
- 4 days ago
- Saint James, NY (23 miles from Stratford, CT)
- 4 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....
- Bridgeport, CT (6 miles from Stratford, CT)
- 7 days ago
- Bridgeport, CT (6 miles from Stratford, CT)
- 7 days ago
selling of new and existing Retail banking relationships....
Bilingual Personal Banker Trumbull
- Trumbull, CT (4 miles from Stratford, CT)
- 7 days ago
- Trumbull, CT (4 miles from Stratford, CT)
- 7 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 - Montgomery County, PA
- Bridgeport, CT (6 miles from Stratford, CT)
- 8 days ago
- Bridgeport, CT (6 miles from Stratford, CT)
- 8 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Personal Banker ll - Northwest Cincinnati
- Fairfield, CT (9 miles from Stratford, CT)
- 13 days ago
- Fairfield, CT (9 miles from Stratford, CT)
- 13 days ago
Banker job family....
Financial Advisor Financial Advisor
- Miller Place, NY (21 miles from Stratford, CT)
- 15 days ago
- Miller Place, NY (21 miles from Stratford, CT)
- 15 days ago
Financial Advisor Edward Jones 3.8 ( ) Miller Place, NY 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...
Private Client Relationship Manager
- New Haven, CT (11 miles from Stratford, CT)
- 16 days ago
- New Haven, CT (11 miles from Stratford, CT)
- 16 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 (9 miles from Stratford, CT)
- 20 days ago
- Fairfield, CT (9 miles from Stratford, CT)
- 20 days ago
Banker job family....
Personal Banker Southern Connecticut
- Darien, CT (21 miles from Stratford, CT)
- 22 days ago
- Darien, CT (21 miles from Stratford, CT)
- 22 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 Financial Representative-CT
- Bridgeport, CT (6 miles from Stratford, CT)
- 24 days ago
- Bridgeport, CT (6 miles from Stratford, CT)
- 24 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 WorkPrivate Client Banker - High Ridge Rd, Stamford, CT
- Stamford, CT (24 miles from Stratford, CT)
- 60+ days ago
- Stamford, CT (24 miles from Stratford, CT)
- 60+ days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Financial Advisor - Affinity Federal Credit Union
- Norwalk, CT (17 miles from Stratford, CT)
- 60+ days ago
- Norwalk, CT (17 miles from Stratford, CT)
- 60+ 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 (21 miles from Stratford, CT)
- 60+ days ago
- Cheshire, CT (21 miles from Stratford, CT)
- 60+ days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Private Client Financial Advisor - Old Lyme, CT
- Branford, CT (17 miles from Stratford, CT)
- 90+ days ago
- Branford, CT (17 miles from Stratford, CT)
- 90+ days ago
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough...
Demographic Data for Stratford, CT
Moving to Stratford, CT? Find some basic demographic data about Stratford, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Stratford, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Stratford, 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
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- 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
- Business Development
- Retail
- 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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