Personal Banker Jobs in Connecticut
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.
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....
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....
selling of new and existing Retail banking relationships....
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....
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....
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships....
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
Banker job family....
Financial Advisor Edward Jones 3.8 ( ) Brookfield, CT Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
- Waterford, CT
- 15 days ago
- Waterford, CT
- 15 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...
- Greenwich, CT
- 15 days ago
- Greenwich, CT
- 15 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Achieve growth targets for your assigned book of business across the deposits, wealth revenue and consumer lending....
Financial Advisor - Waterford, CT - Market 13, Region 330
- Waterford, CT
- 18 days ago
- Waterford, CT
- 18 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...
Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the...
Retail Personal Banker l - Cincinnati (Hamilton County)
- Fairfield, CT
- 20 days ago
- Fairfield, CT
- 20 days ago
Banker job family....
Demographic Data for Connecticut
Moving to Connecticut? Find some basic demographic data about Connecticut below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Connecticut
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Connecticut offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Account Opening
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- 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
- High School Diploma
- Customer Relations
- 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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