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.
Client Relationship Manager (Hybrid - Flexible Options)
- South Windsor, CT (24 miles from Windham, CT)
- 21 days ago
- South Windsor, CT (24 miles from Windham, CT)
- 21 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 (11 miles from Windham, CT)
- 28 days ago
- Coventry, CT (11 miles from Windham, CT)
- 28 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...
Financial Advisor Waterford, CT Market 13, Region 330
- Waterford, CT (23 miles from Windham, CT)
- 60+ days ago
- Waterford, CT (23 miles from Windham, CT)
- 60+ days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500ยน company where people come first. With over 9 million clients and 20,000 financial advisors across...
- Norwich, CT (10 miles from Windham, CT)
- 45+ days ago
- Norwich, CT (10 miles from Windham, CT)
- 45+ days ago
management, comprehensive financial planning, and advisory services....
Financial Advisor/Tax Preparer
- Norwich, CT (10 miles from Windham, CT)
- 60+ days ago
- Norwich, CT (10 miles from Windham, CT)
- 60+ days ago
management....
Licensed Private Client Banker - Putnam Branch
- Putnam, CT (19 miles from Windham, CT)
- 90+ days ago
- Putnam, CT (19 miles from Windham, CT)
- 90+ 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...
- New London, CT (24 miles from Windham, CT)
- 90+ days ago
- New London, CT (24 miles from Windham, CT)
- 90+ days ago
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
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
- 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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