Personal Banker Jobs in Maine
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.
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Job Overview This job posting is anticipated to remain open for 30 days, from 15-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Location: 256 US Route 1 - Falmouth, Maine 04105 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker...
This job posting is anticipated to remain open for 30 days, from 15-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
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 WorkMortgage 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...
Bar Harbor Bank & Trust is seeking an experienced retail banking professional to join our team as a full-time Personal Banker working 40 hours a week, based in our Somesville, Maine location....
Works with prospects in the Mass Affluent segment to attract and develop clients and address their wealth management advisory needs....
This position is responsible for providing individual financial advice and counseling to retail customers referred through the bank branches. The advisor will work to meet a set of sales goals...
Licensed Private Client Banker - Presque Isle Branch
- Presque Isle, ME
- 60+ days ago
- Presque Isle, ME
- 60+ days ago
Location: 774 Main Street - Presque Isle, Maine 04769 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Location: 111 Main Street - Belfast, Maine 04915 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker...
Licensed Private Client Banker - Kennebunk Branch
- Kennebunk, ME
- 60+ days ago
- Kennebunk, ME
- 60+ days ago
Location: 1 Post Office Square - Kennebunk, Maine 04043 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
The Personal Banker is an advanced level retail role, one in which you will be responsible for acquiring new business and personal relationships, cross selling, and generating referrals....
Financial Advisor Brunswick, ME Market 25, Region 121
- Brunswick, ME
- 90+ days ago
- Brunswick, ME
- 90+ 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 8 million clients and 19,000 financial advisors across...
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 Maine
Moving to Maine? Find some basic demographic data about Maine below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Maine
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Maine 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
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Interpersonal Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »