Personal Banker Jobs in Hopkinton, 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.
Private Client Relationship Manager
- Coventry, RI (16 miles from Hopkinton, RI)
- 1 day ago
- Coventry, RI (16 miles from Hopkinton, RI)
- 1 day 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....
Financial Advisor - Career Change Opportunity
- Narragansett, RI (12 miles from Hopkinton, RI)
- 2 days ago
- Narragansett, RI (12 miles from Hopkinton, RI)
- 2 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 04-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Retail Personal Banker Associate II - Durham and Surrounding Areas
- Hopkinton, RI
- 7 days ago
- Hopkinton, RI
- 7 days ago
Banker job family....
- Mystic, CT (12 miles from Hopkinton, RI)
- 11 days ago
- Mystic, CT (12 miles from Hopkinton, RI)
- 11 days ago
This job posting is anticipated to remain open for 30 days, from 28-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Financial Advisor Waterford, CT Market 13, Region 330
- Waterford, CT (21 miles from Hopkinton, RI)
- 90+ days ago
- Waterford, CT (21 miles from Hopkinton, RI)
- 90+ 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 (17 miles from Hopkinton, RI)
- 60+ days ago
- Norwich, CT (17 miles from Hopkinton, RI)
- 60+ days ago
management, comprehensive financial planning, and advisory services....
Financial Advisor/Tax Preparer
- Norwich, CT (17 miles from Hopkinton, RI)
- 90+ days ago
- Norwich, CT (17 miles from Hopkinton, RI)
- 90+ days ago
management....
- New London, CT (19 miles from Hopkinton, RI)
- 90+ days ago
- New London, CT (19 miles from Hopkinton, RI)
- 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 Hopkinton, RI
Moving to Hopkinton, RI? Find some basic demographic data about Hopkinton, RI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Hopkinton, RI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Hopkinton, RI 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
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Commercial Banking
- Account Maintenance
- Cross Selling
- Treasury
- 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
- Listening
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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