Personal Banker Jobs in Waterbury, 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.
- Newington, CT (18 miles from Waterbury, CT)
- 11 hours ago
- Newington, CT (18 miles from Waterbury, CT)
- 11 hours ago
This job posting is anticipated to remain open for 30 days, from 09-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Private Client Banker - Shops at Stonebridge - Cheshire, CT
- Cheshire, CT (8 miles from Waterbury, CT)
- 17 hours ago
- Cheshire, CT (8 miles from Waterbury, 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...
Licensed Private Client Banker
- Guilford, CT (24 miles from Waterbury, CT)
- 2 days ago
- Guilford, CT (24 miles from Waterbury, 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...
Personal Banker Hartford East Hartford Rocky Hill
- Rocky Hill, CT (20 miles from Waterbury, CT)
- 3 days ago
- Rocky Hill, CT (20 miles from Waterbury, CT)
- 3 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....
- West Hartford, CT (20 miles from Waterbury, CT)
- 4 days ago
- West Hartford, CT (20 miles from Waterbury, CT)
- 4 days ago
Mold Utility - C Shift at Becton Dickinson NA Mold Utility - C Shift at Becton Dickinson NA in Columbus, Nebraska Posted in Other 17 days ago. Job Description: Job Description Summary Job...
Private Client Relationship Manager
- Hamden, CT (14 miles from Waterbury, CT)
- 6 days ago
- Hamden, CT (14 miles from Waterbury, 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 (14 miles from Waterbury, CT)
- 6 days ago
- Hamden, CT (14 miles from Waterbury, 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....
Associate Financial Advisor - Bergenn Financial Group
- West Hartford, CT (20 miles from Waterbury, CT)
- 10 days ago
- West Hartford, CT (20 miles from Waterbury, CT)
- 10 days ago
Bergenn Financial Group is an independent financial planning & investment management firm in West Hartford, CT. We have a customer-centric, modern, and inclusive work environment. Your role as an...
- Branford, CT (23 miles from Waterbury, CT)
- 13 days ago
- Branford, CT (23 miles from Waterbury, CT)
- 13 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Senior Financial Advisor & Planner - Wealth Management/Personal Strategy
- Meriden, CT (14 miles from Waterbury, CT)
- 16 days ago
- Meriden, CT (14 miles from Waterbury, 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 (24 miles from Waterbury, CT)
- 18 days ago
- Milford, CT (24 miles from Waterbury, CT)
- 18 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Personal Financial Representative-CT
- Oakville, CT (2 miles from Waterbury, CT)
- 29 days ago
- Oakville, CT (2 miles from Waterbury, CT)
- 29 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 Financial Advisor - Old Lyme, CT
- Branford, CT (23 miles from Waterbury, CT)
- 30+ days ago
- Branford, CT (23 miles from Waterbury, CT)
- 30+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Southington, CT (9 miles from Waterbury, CT)
- 30+ days ago
- Southington, CT (9 miles from Waterbury, CT)
- 30+ days ago
Overview We are seeking a skilled Client Relationship Manager to lead and optimize the operations workflow within our Client Experience organization. The Client Relationship Manager supports the...
Client Relationship Manager - Consumer Goods
- Shelton, CT (17 miles from Waterbury, CT)
- 90+ days ago
- Shelton, CT (17 miles from Waterbury, 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...
Demographic Data for Waterbury, CT
Moving to Waterbury, CT? Find some basic demographic data about Waterbury, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Waterbury, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Waterbury, 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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