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.
Private Client Banker - Shops at Stonebridge - Cheshire, CT
- Cheshire, CT (21 miles from Stratford, CT)
- 19 hours ago
- Cheshire, CT (21 miles from Stratford, CT)
- 19 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...
Licensed Private Client Banker
- Guilford, CT (23 miles from Stratford, CT)
- 2 days ago
- Guilford, CT (23 miles from Stratford, CT)
- 2 days ago
Location: 1021 Boston Post Road - Guilford, Connecticut 06437 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
- Branford, CT (17 miles from Stratford, CT)
- 4 days ago
- Branford, CT (17 miles from Stratford, CT)
- 4 days ago
This job posting is anticipated to remain open for 30 days, from 04-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Financial Representative-CT
- Bridgeport, CT (6 miles from Stratford, CT)
- 5 days ago
- Bridgeport, CT (6 miles from Stratford, CT)
- 5 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 Relationship Manager
- Hamden, CT (13 miles from Stratford, CT)
- 6 days ago
- Hamden, CT (13 miles from Stratford, CT)
- 6 days ago
Achieve growth targets for your assigned book of business across the deposits, wealth revenue and consumer lending....
Private Client Relationship Manager
- Hamden, CT (13 miles from Stratford, CT)
- 6 days ago
- Hamden, CT (13 miles from Stratford, CT)
- 6 days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
- Branford, CT (17 miles from Stratford, CT)
- 13 days ago
- Branford, CT (17 miles from Stratford, CT)
- 13 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Financial Advisor Development Program
- Norwalk, CT (17 miles from Stratford, CT)
- 14 days ago
- Norwalk, CT (17 miles from Stratford, CT)
- 14 days ago
FINANCIAL ADVISOR DEVELOPNENT PROGRAM: What is the program? Outstanding graduating seniors will be given an opportunity to participate in an experiential program that builds a pathway to a...
Senior Financial Advisor & Planner - Wealth Management/Personal Strategy
- Stamford, CT (24 miles from Stratford, CT)
- 16 days ago
- Stamford, CT (24 miles from Stratford, CT)
- 16 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...
- Milford, CT (4 miles from Stratford, CT)
- 18 days ago
- Milford, CT (4 miles from Stratford, CT)
- 18 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Financial Advisor - RDM Financial Group
- Westport, CT (13 miles from Stratford, CT)
- 22 days ago
- Westport, CT (13 miles from Stratford, CT)
- 22 days ago
Insurance licenses are ideal. 5-10 years of prior experience in Financial Planning and/or Wealth Management....
Retail Personal Banker l - Cincinnati (Hamilton County)
- Fairfield, CT (9 miles from Stratford, CT)
- 24 days ago
- Fairfield, CT (9 miles from Stratford, CT)
- 24 days ago
Banker job family....
Personal Banker ll - Northwest Cincinnati
- Fairfield, CT (9 miles from Stratford, CT)
- 27 days ago
- Fairfield, CT (9 miles from Stratford, CT)
- 27 days ago
Banker job family....
Private Client Financial Advisor - Old Lyme, CT
- 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....
- Miller Place, NY (21 miles from Stratford, CT)
- 30+ days ago
- Miller Place, NY (21 miles from Stratford, CT)
- 30+ days ago
Personal Bankers will also identify referrals for services such as consumer lending, commercial lending, mortgage lending, and wealth management....
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
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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