Personal Banker Jobs in West Hartford, 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.
Senior Financial Advisor & Planner - Wealth Management/Personal Strategy
- Hartford, CT (5 miles from West Hartford, CT)
- 3 days ago
- Hartford, CT (5 miles from West Hartford, 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...
The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele....
Financial Advisor II Southwest Health Plans
- Hartford, CT (5 miles from West Hartford, CT)
- 6 days ago
- Hartford, CT (5 miles from West Hartford, CT)
- 6 days ago
About Us** Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in...
Private Client Financial Advisor - Poughkeepsie, NY
- Middletown, CT (15 miles from West Hartford, CT)
- 7 days ago
- Middletown, CT (15 miles from West Hartford, CT)
- 7 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
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- Longmeadow, MA (22 miles from West Hartford, CT)
- 10 days ago
- Longmeadow, MA (22 miles from West Hartford, CT)
- 10 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Hagerstown, MD....
Client Relationship Manager - Hartford, CT
- Hartford, CT (5 miles from West Hartford, CT)
- 10 days ago
- Hartford, CT (5 miles from West Hartford, CT)
- 10 days ago
About Cognizant Cognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the digital era. Our industry-based, consultative...
Personal Financial Representative-CT
- Oakville, CT (19 miles from West Hartford, CT)
- 16 days ago
- Oakville, CT (19 miles from West Hartford, CT)
- 16 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 Work- Windsor, CT (9 miles from West Hartford, CT)
- 24 days ago
- Windsor, CT (9 miles from West Hartford, CT)
- 24 days ago
Personal Banker Windsor Federal Bank Windsor, Connecticut POSITION SUMMARY: Under the supervision of the Retail Banking Officer, the Personal Banker plays an integral role in ensuring that an exceptional...
- Southington, CT (12 miles from West Hartford, CT)
- 25 days ago
- Southington, CT (12 miles from West Hartford, CT)
- 25 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 (Hybrid - Flexible Options)
- South Windsor, CT (11 miles from West Hartford, CT)
- 30+ days ago
- South Windsor, CT (11 miles from West Hartford, CT)
- 30+ days ago
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join...
Licensed Private Client Banker
- Coventry, CT (21 miles from West Hartford, CT)
- 30+ days ago
- Coventry, CT (21 miles from West Hartford, CT)
- 30+ days ago
Location: 3534 Main Street - Coventry, Connecticut 06238 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Licensed Private Client Banker - Downtown Hartford
- Hartford, CT (5 miles from West Hartford, CT)
- 90+ days ago
- Hartford, CT (5 miles from West Hartford, CT)
- 90+ days ago
Location: 225 Trumbull Street - Hartford, Connecticut 06103 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Demographic Data for West Hartford, CT
Moving to West Hartford, CT? Find some basic demographic data about West Hartford, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in West Hartford, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in West Hartford, 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
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Commercial Banking
- Account Maintenance
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Client Services
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Inbound/Outbound Calling
- Relationship Management
- Customer Relations
- Listening
- Retail
- Business Development
- High School Diploma
- 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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