Personal Banker Jobs in Newport, 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.
Financial Advisor - Certification Provided
- Point Judith, RI (8 miles from Newport, RI)
- 1 hour ago
- Point Judith, RI (8 miles from Newport, RI)
- 1 hour ago
Job Overview This job posting is anticipated to remain open for 30 days, from 02-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Providence, RI (23 miles from Newport, RI)
- 5 days ago
- Providence, RI (23 miles from Newport, RI)
- 5 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 (23 miles from Newport, RI)
- 6 days ago
- Providence, RI (23 miles from Newport, RI)
- 6 days ago
Wealth Management Client Associate / Financial Advisor Support LOCATION Providence, RI Hybrid TYPE Direct Hire SALARY $65,000 - $95,000 / yr ID CA......
Merrill Team Financial Advisor
- Providence, RI (23 miles from Newport, RI)
- 7 days ago
- Providence, RI (23 miles from Newport, RI)
- 7 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....
Contact Center Personal Banker
- Providence, RI (23 miles from Newport, RI)
- 10 days ago
- Providence, RI (23 miles from Newport, RI)
- 10 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 Work- Providence, RI (23 miles from Newport, RI)
- 11 days ago
- Providence, RI (23 miles from Newport, RI)
- 11 days ago
Mortgage 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...
- Providence, RI (23 miles from Newport, RI)
- 11 days ago
- Providence, RI (23 miles from Newport, RI)
- 11 days ago
Mortgage 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...
Private Client Relationship Manager
- East Greenwich, RI (13 miles from Newport, RI)
- 20 days ago
- East Greenwich, RI (13 miles from Newport, RI)
- 20 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 - Paid Training Provided
- East Providence, RI (22 miles from Newport, RI)
- 45+ days ago
- East Providence, RI (22 miles from Newport, RI)
- 45+ days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 02-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Narragansett, RI (11 miles from Newport, RI)
- 30+ days ago
- Narragansett, RI (11 miles from Newport, RI)
- 30+ days ago
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term...
Financial Advisor - Providence, RI
- Providence, RI (23 miles from Newport, RI)
- 60+ days ago
- Providence, RI (23 miles from Newport, 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 (17 miles from Newport, RI)
- 90+ days ago
- Barrington, RI (17 miles from Newport, 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....
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 Newport, RI
Moving to Newport, RI? Find some basic demographic data about Newport, RI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Newport, RI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Newport, 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
- 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
- Complaint Resolution
- 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
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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