Personal Banker Jobs in Watertown, 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.
Financial Advisor & Planner - Brokerage/Premier Accounts
- Meriden, CT (16 miles from Watertown, CT)
- 3 days ago
- Meriden, CT (16 miles from Watertown, CT)
- 3 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...
Senior Financial Advisor & Planner - Wealth Management/Personal Strategy
- Meriden, CT (16 miles from Watertown, CT)
- 3 days ago
- Meriden, CT (16 miles from Watertown, CT)
- 3 days ago
Senior Financial Advisor & Planner - Wealth Management/Personal Strategy at Empower summary: As a Senior Financial Advisor & Planner specializing in Personal Strategy within wealth management, you manage...
- Plantsville, CT (9 miles from Watertown, CT)
- 7 days ago
- Plantsville, CT (9 miles from Watertown, 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....
- New Haven, CT (21 miles from Watertown, CT)
- 7 days ago
- New Haven, CT (21 miles from Watertown, CT)
- 7 days ago
This position will work closely with all sales, service and operations partners to serve as the focal point for existing medium market advisor plan clients and their financial advisors....
- New Haven, CT (21 miles from Watertown, CT)
- 8 days ago
- New Haven, CT (21 miles from Watertown, CT)
- 8 days ago
Qualifications: Bachelor's degree (preferred). 3-5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients....
Private Client Banker - Torrington, CT
- New Britain, CT (16 miles from Watertown, CT)
- 11 days ago
- New Britain, CT (16 miles from Watertown, CT)
- 11 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 Relationship Manager
- Cromwell, CT (21 miles from Watertown, CT)
- 13 days ago
- Cromwell, CT (21 miles from Watertown, CT)
- 13 days ago
Qualifications: Bachelor's degree (preferred). 3-5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients....
Private Client Relationship Manager
- Middletown, CT (22 miles from Watertown, CT)
- 13 days ago
- Middletown, CT (22 miles from Watertown, CT)
- 13 days ago
Qualifications: Bachelors degree (preferred). 3-5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients....
- Newington, CT (19 miles from Watertown, CT)
- 25 days ago
- Newington, CT (19 miles from Watertown, CT)
- 25 days 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 (11 miles from Watertown, CT)
- 25 days ago
- Cheshire, CT (11 miles from Watertown, CT)
- 25 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 Relationship Manager
- Hamden, CT (17 miles from Watertown, CT)
- 30+ days ago
- Hamden, CT (17 miles from Watertown, CT)
- 30+ days ago
Achieve growth targets for your assigned book of business across the deposits, wealth revenue and consumer lending....
Associate Financial Advisor - Bergenn Financial Group
- West Hartford, CT (19 miles from Watertown, CT)
- 30+ days ago
- West Hartford, CT (19 miles from Watertown, CT)
- 30+ 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...
- New Haven, CT (21 miles from Watertown, CT)
- 90+ days ago
- New Haven, CT (21 miles from Watertown, CT)
- 90+ days ago
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal...
Demographic Data for Watertown, CT
Moving to Watertown, CT? Find some basic demographic data about Watertown, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Watertown, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Watertown, 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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