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.
- Danbury, CT (20 miles from Stratford, CT)
- 1 hour ago
- Danbury, CT (20 miles from Stratford, CT)
- 1 hour ago
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help...
Personal Banker - Bowie Stonybrook
- Stony Brook, NY (22 miles from Stratford, CT)
- 1 hour ago
- Stony Brook, NY (22 miles from Stratford, CT)
- 1 hour ago
As a Personal Banker within PNC's Retail Bank organization, you will be based in Bowie, Maryland....
- North Haven, CT (17 miles from Stratford, CT)
- 6 hours ago
- North Haven, CT (17 miles from Stratford, CT)
- 6 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....
Private Client Banker - Guilford Shoreline Plaza - Guilford, CT
- Guilford, CT (23 miles from Stratford, CT)
- 17 hours ago
- Guilford, CT (23 miles from Stratford, CT)
- 17 hours 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...
Personal Banker Roving New Haven Shoreline District
- New Haven, CT (11 miles from Stratford, CT)
- 1 day ago
- New Haven, CT (11 miles from Stratford, CT)
- 1 day ago
Personal Banker Roving New Haven Shoreline District 3.6 3.6 out of 5 stars 956 Chapel Street, New Haven, CT 06510 Why Wells Fargo: Are you looking for more? Find it here....
- Cheshire, CT (21 miles from Stratford, CT)
- 2 days ago
- Cheshire, CT (21 miles from Stratford, 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....
Financial Advisor - Teachers Federal Credit Union
- Port Jefferson, NY (19 miles from Stratford, CT)
- 9 days ago
- Port Jefferson, NY (19 miles from Stratford, CT)
- 9 days ago
Credit Union Financial Advisor - Teachers Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services...
Personal Banker - Fairfield Branch - Bilingual Spanish Speaking Preferred
- Fairfield, CT (9 miles from Stratford, CT)
- 9 days ago
- Fairfield, CT (9 miles from Stratford, CT)
- 9 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....
Private Client Financial Advisor - Greenwich/Stamford CT - Rye NY
- Stamford, CT (24 miles from Stratford, CT)
- 11 days ago
- Stamford, CT (24 miles from Stratford, CT)
- 11 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Retail Personal Banker ll - Northwest areas of Cincinnati
- Fairfield, CT (9 miles from Stratford, CT)
- 14 days ago
- Fairfield, CT (9 miles from Stratford, CT)
- 14 days ago
Banker job family....
Private Client Financial Advisor - Guilford, CT
- Guilford, CT (23 miles from Stratford, CT)
- 15 days ago
- Guilford, CT (23 miles from Stratford, CT)
- 15 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Sr. Private Client Relationship Manager
- Darien, CT (21 miles from Stratford, CT)
- 16 days ago
- Darien, CT (21 miles from Stratford, CT)
- 16 days ago
Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity,...
Retail Personal Banker l - Northwest areas of Cincinnati
- Fairfield, CT (9 miles from Stratford, CT)
- 25 days ago
- Fairfield, CT (9 miles from Stratford, CT)
- 25 days ago
Banker job family....
Client Relationship Manager - Consumer Goods
- Shelton, CT (5 miles from Stratford, CT)
- 90+ days ago
- Shelton, CT (5 miles from Stratford, CT)
- 90+ days ago
Client Relationship Manager for Consumer Goods Location: Newark, NJ - must be local or willing to relocate (in office) Travel: 35-50% tristate area About Cognizant Cognizant (Nasdaq-100: CTSH) is...
Private Client Financial Advisor
- Branford, CT (17 miles from Stratford, CT)
- 30+ days ago
- Branford, CT (17 miles from Stratford, CT)
- 30+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
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
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
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 »
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 »