Personal Banker Jobs in Willimantic, 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.
Client Relationship Manager (Hybrid - Flexible Options)
- South Windsor, CT (20 miles from Willimantic, CT)
- 2 days ago
- South Windsor, CT (20 miles from Willimantic, CT)
- 2 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 (8 miles from Willimantic, CT)
- 9 days ago
- Coventry, CT (8 miles from Willimantic, CT)
- 9 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...
Contact Center Personal Banker
- Hartford, CT (23 miles from Willimantic, CT)
- 10 days ago
- Hartford, CT (23 miles from Willimantic, CT)
- 10 days ago
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote Work- Hartford, CT (23 miles from Willimantic, CT)
- 11 days ago
- Hartford, CT (23 miles from Willimantic, CT)
- 11 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
Sr. Private Client Relationship Manager
- Glastonbury, CT (17 miles from Willimantic, CT)
- 15 days ago
- Glastonbury, CT (17 miles from Willimantic, CT)
- 15 days ago
Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity,...
- Glastonbury, CT (17 miles from Willimantic, CT)
- 17 days ago
- Glastonbury, CT (17 miles from Willimantic, CT)
- 17 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Financial Advisor - Paid Training Provided
- Waterford, CT (23 miles from Willimantic, CT)
- 22 days ago
- Waterford, CT (23 miles from Willimantic, CT)
- 22 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 02-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Client Relationship Manager - Hartford CT
- Hartford, CT (23 miles from Willimantic, CT)
- 60+ days ago
- Hartford, CT (23 miles from Willimantic, CT)
- 60+ 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...
- Norwich, CT (12 miles from Willimantic, CT)
- 30+ days ago
- Norwich, CT (12 miles from Willimantic, CT)
- 30+ days ago
management, comprehensive financial planning, and advisory services....
Private Client Banker - Glastonbury, CT
- Glastonbury, CT (17 miles from Willimantic, CT)
- 30+ days ago
- Glastonbury, CT (17 miles from Willimantic, CT)
- 30+ 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...
Financial Advisor/Tax Preparer
- Norwich, CT (12 miles from Willimantic, CT)
- 60+ days ago
- Norwich, CT (12 miles from Willimantic, CT)
- 60+ days ago
management....
Financial Advisor Waterford, CT Market 13, Region 330
- Waterford, CT (23 miles from Willimantic, CT)
- 60+ days ago
- Waterford, CT (23 miles from Willimantic, CT)
- 60+ days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across...
Licensed Private Client Banker - Downtown Hartford
- Hartford, CT (23 miles from Willimantic, CT)
- 60+ days ago
- Hartford, CT (23 miles from Willimantic, CT)
- 60+ 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...
Licensed Private Client Banker - Putnam Branch
- Putnam, CT (22 miles from Willimantic, CT)
- 60+ days ago
- Putnam, CT (22 miles from Willimantic, CT)
- 60+ days ago
Location: 163 Providence Street - Putnam, Connecticut 06260 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Private Client Financial Advisor
- Old Lyme, CT (24 miles from Willimantic, CT)
- 90+ days ago
- Old Lyme, CT (24 miles from Willimantic, CT)
- 90+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Demographic Data for Willimantic, CT
Moving to Willimantic, CT? Find some basic demographic data about Willimantic, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Willimantic, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Willimantic, 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
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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