Personal Banker Jobs in Middletown, 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.
- Providence, RI (22 miles from Middletown, RI)
- 7 days ago
- Providence, RI (22 miles from Middletown, RI)
- 7 days ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
- Providence, RI (22 miles from Middletown, RI)
- 8 days ago
- Providence, RI (22 miles from Middletown, RI)
- 8 days ago
Financial Advising Intern Location: Providence Duration: Summer 2025, 10-12 weeks About Us: At Northwestern Mutual, we're committed to helping individuals and businesses achieve financial...
- Providence, RI (22 miles from Middletown, RI)
- 15 days ago
- Providence, RI (22 miles from Middletown, RI)
- 15 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 (22 miles from Middletown, RI)
- 15 days ago
- Providence, RI (22 miles from Middletown, RI)
- 15 days ago
Wealth Management Client Associate / Financial Advisor Support LOCATION Providence, RI Hybrid TYPE Direct Hire SALARY $65,000 - $95,000 / yr ID CA......
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Contact Center Personal Banker
- Providence, RI (22 miles from Middletown, RI)
- 19 days ago
- Providence, RI (22 miles from Middletown, RI)
- 19 days ago
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 WorkPrivate Client Relationship Manager
- East Greenwich, RI (13 miles from Middletown, RI)
- 29 days ago
- East Greenwich, RI (13 miles from Middletown, RI)
- 29 days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Financial Advisor - Providence, RI
- Providence, RI (22 miles from Middletown, RI)
- 60+ days ago
- Providence, RI (22 miles from Middletown, RI)
- 60+ days ago
Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them...
Private Client Relationship Manager
- Barrington, RI (15 miles from Middletown, RI)
- 90+ days ago
- Barrington, RI (15 miles from Middletown, RI)
- 90+ days ago
Qualifications: Bachelor's degree (preferred). 3-5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients....
- Newport, RI (3 miles from Middletown, RI)
- 90+ days ago
- Newport, RI (3 miles from Middletown, 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 Middletown, RI
Moving to Middletown, RI? Find some basic demographic data about Middletown, RI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Middletown, RI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Middletown, 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
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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