Personal Banker Jobs in Cumberland, RI
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.
Licensed Private Client Banker
- Putnam, CT (22 miles from Cumberland, RI)
- 1 day ago
- Putnam, CT (22 miles from Cumberland, RI)
- 1 day 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 Relationship Manager
- Coventry, RI (20 miles from Cumberland, RI)
- 2 days ago
- Coventry, RI (20 miles from Cumberland, RI)
- 2 days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
- Canton, MA (22 miles from Cumberland, RI)
- 2 days ago
- Canton, MA (22 miles from Cumberland, RI)
- 2 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...
Private Client Banker- Cranston
- Cranston, RI (11 miles from Cumberland, RI)
- 2 days ago
- Cranston, RI (11 miles from Cumberland, RI)
- 2 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...
Private Client Relationship Manager
- Providence, RI (9 miles from Cumberland, RI)
- 3 days ago
- Providence, RI (9 miles from Cumberland, RI)
- 3 days ago
Achieve growth targets for your assigned book of business across the deposits, wealth revenue and consumer lending....
Personal Financial Representative-RI
- Providence, RI (9 miles from Cumberland, RI)
- 4 days ago
- Providence, RI (9 miles from Cumberland, RI)
- 4 days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote Work- Providence, RI (9 miles from Cumberland, RI)
- 7 days ago
- Providence, RI (9 miles from Cumberland, RI)
- 7 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Royersford, PA at the Providence Court branch....
Personal Banking Representative - Johnston, RI
- Johnston, RI (9 miles from Cumberland, RI)
- 10 days ago
- Johnston, RI (9 miles from Cumberland, RI)
- 10 days ago
. * Possess good working knowledge of all consumer-lending products. * Interview consumer loan applicants....
Merrill Experienced Financial Advisor
- Providence, RI (9 miles from Cumberland, RI)
- 14 days ago
- Providence, RI (9 miles from Cumberland, RI)
- 14 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
- East Providence, RI (10 miles from Cumberland, RI)
- 20 days ago
- East Providence, RI (10 miles from Cumberland, RI)
- 20 days ago
This job posting is anticipated to remain open for 30 days, from 19-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Providence, RI (9 miles from Cumberland, RI)
- 45+ days ago
- Providence, RI (9 miles from Cumberland, RI)
- 45+ days ago
FINANCIAL ADVISOR LOCATION Providence, RI Hybrid TYPE Direct Hire SALARY $75,000 - $125,000 / yr ID CA... POSTED Apr 14, 2025 FINANCIAL ADVISOR $75,000-90,000 Base Salary + Quarterly Production...
Wealth Management Client Associate / Financial Advisor Support
- Providence, RI (9 miles from Cumberland, RI)
- 45+ days ago
- Providence, RI (9 miles from Cumberland, RI)
- 45+ days ago
Wealth Management Client Associate / Financial Advisor Support LOCATION Providence, RI Hybrid TYPE Direct Hire SALARY $65,000 - $95,000 / yr ID CA......
- Dedham, MA (23 miles from Cumberland, RI)
- 45+ days ago
- Dedham, MA (23 miles from Cumberland, RI)
- 45+ days ago
As a Personal Banker in a Solution Center Branch, you will strengthen customer relationships with a defined sales process....
- Needham, MA (24 miles from Cumberland, RI)
- 60+ days ago
- Needham, MA (24 miles from Cumberland, RI)
- 60+ days ago
ESSENTIAL DUTIES & RESPONSIBILITIES Perform all Personal Banker I duties: Demonstrate awareness, commitment and dedication to servicing and building customer relationship Gain full knowledge of the...
Private Client Relationship Manager
- Lincoln, RI (2 miles from Cumberland, RI)
- 60+ days ago
- Lincoln, RI (2 miles from Cumberland, RI)
- 60+ days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Demographic Data for Cumberland, RI
Moving to Cumberland, RI? Find some basic demographic data about Cumberland, RI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Cumberland, RI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Cumberland, RI offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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