Personal Banker Jobs in Windham, 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.
Registered Paraplanner / Client Relationship Manager
- Glastonbury, CT (21 miles from Windham, CT)
- 2 days ago
- Glastonbury, CT (21 miles from Windham, CT)
- 2 days ago
We are a dynamic and growing Private Wealth Management firm with offices in Connecticut and Florida, dedicated to delivering personalized financial planning and investment management services. Our...
Retail Personal Banker Associate I-Triangle West
- Hopkinton, RI (24 miles from Windham, CT)
- 8 days ago
- Hopkinton, RI (24 miles from Windham, CT)
- 8 days ago
Banker job family....
- Waterford, CT (23 miles from Windham, CT)
- 20 days ago
- Waterford, CT (23 miles from Windham, CT)
- 20 days ago
Financial Advisor - Waterford, CT - Market 13, Region 330 Edward Jones 3.8 ( ) Waterford, CT Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men...
Financial Advisor - Waterford, CT - Market 13, Region 330
- Waterford, CT (23 miles from Windham, CT)
- 23 days ago
- Waterford, CT (23 miles from Windham, CT)
- 23 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 04-Aug-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Licensed Private Client Banker
- Willimantic, CT (3 miles from Windham, CT)
- 60+ days ago
- Willimantic, CT (3 miles from Windham, CT)
- 60+ days ago
ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending...
Private Client Relationship Manager
- Glastonbury, CT (21 miles from Windham, CT)
- 60+ days ago
- Glastonbury, CT (21 miles from Windham, CT)
- 60+ days ago
Achieve growth targets for your assigned book of business across the deposits, wealth revenue and consumer lending....
- Norwich, CT (10 miles from Windham, CT)
- 90+ days ago
- Norwich, CT (10 miles from Windham, CT)
- 90+ days ago
Benefits: Salary plus Commission Support Staff One of the Highest Payout in the Industry Cross Selling 600 Tax preparation clients Newly Renovated Office About the Role: We are seeking a Financial...
Demographic Data for Windham, CT
Moving to Windham, CT? Find some basic demographic data about Windham, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Windham, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Windham, 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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