Personal Banker Jobs in Westport, 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.
- Miller Place, NY (23 miles from Westport, CT)
- 10 hours ago
- Miller Place, NY (23 miles from Westport, CT)
- 10 hours ago
Personal Bankers will also identify referrals for services such as consumer lending, commercial lending, mortgage lending, and wealth management....
- Miller Place, NY (23 miles from Westport, CT)
- 1 day ago
- Miller Place, NY (23 miles from Westport, CT)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 26-Aug-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Private Client Banker - East Norwich, NY
- East Norwich, NY (22 miles from Westport, CT)
- 3 days ago
- East Norwich, NY (22 miles from Westport, CT)
- 3 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Roving Personal Banker Long Island
- Syosset, NY (22 miles from Westport, CT)
- 3 days ago
- Syosset, NY (22 miles from Westport, CT)
- 3 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- White Plains, NY (23 miles from Westport, CT)
- 7 days ago
- White Plains, NY (23 miles from Westport, CT)
- 7 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Roving Personal Banker Southern Connecticut
- Stamford, CT (11 miles from Westport, CT)
- 8 days ago
- Stamford, CT (11 miles from Westport, CT)
- 8 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Client Relationship Manager - CRM - Digitech
- Chappaqua, NY (22 miles from Westport, CT)
- 9 days ago
- Chappaqua, NY (22 miles from Westport, CT)
- 9 days ago
Overview Summary: The Client Relationship Manager is primarily a Brand Ambassador for the organization, responsible for building and maintaining relationships with clients and potential business...
Personal Banker SAFE Act - B10 - LAKE GROVE
- Saint James, NY (18 miles from Westport, CT)
- 9 days ago
- Saint James, NY (18 miles from Westport, 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....
Personal Banker Bilingual Rye brook
- Rye Brook, NY (19 miles from Westport, CT)
- 10 days ago
- Rye Brook, NY (19 miles from Westport, CT)
- 10 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....
- Bridgeport, CT (7 miles from Westport, CT)
- 12 days ago
- Bridgeport, CT (7 miles from Westport, CT)
- 12 days ago
selling of new and existing Retail banking relationships....
Bilingual Personal Banker Trumbull
- Trumbull, CT (11 miles from Westport, CT)
- 12 days ago
- Trumbull, CT (11 miles from Westport, CT)
- 12 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....
Personal Banker SAFE Act - B10 - LAKE GROVE
- Lake Grove, NY (22 miles from Westport, CT)
- 13 days ago
- Lake Grove, NY (22 miles from Westport, CT)
- 13 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....
Personal Banker - Montgomery County, PA
- Bridgeport, CT (7 miles from Westport, CT)
- 13 days ago
- Bridgeport, CT (7 miles from Westport, CT)
- 13 days ago
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
- Melville, NY (24 miles from Westport, CT)
- 13 days ago
- Melville, NY (24 miles from Westport, CT)
- 13 days ago
What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with...
- Hauppauge, NY (24 miles from Westport, CT)
- 15 days ago
- Hauppauge, NY (24 miles from Westport, CT)
- 15 days ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
Demographic Data for Westport, CT
Moving to Westport, CT? Find some basic demographic data about Westport, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Westport, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Westport, CT offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Personal Banker
- Consultative Sales
- Flexibility
- Retail Banking
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- Customer Relations
- High School Diploma
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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