Personal Banker Jobs in Portsmouth, 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
- Somerset, MA (10 miles from Portsmouth, RI)
- 15 hours ago
- Somerset, MA (10 miles from Portsmouth, RI)
- 15 hours 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....
Private Client Relationship Manager
- Fairhaven, MA (20 miles from Portsmouth, RI)
- 2 days ago
- Fairhaven, MA (20 miles from Portsmouth, RI)
- 2 days ago
Qualifications: Bachelors degree (preferred). 3-5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients....
Financial Advisor Trainee - Dubai Based
- Newport, RI (7 miles from Portsmouth, RI)
- 2 days ago
- Newport, RI (7 miles from Portsmouth, RI)
- 2 days ago
Turn your ambitions into achievements in 2025 with deVere Group About Us: deVere Acuma is a Global leading independent financial advisory organisation, providing innovative wealth management, private...
Retail Personal Banker Associate II - Randall Square - Full Time
- Providence, RI (18 miles from Portsmouth, RI)
- 5 days ago
- Providence, RI (18 miles from Portsmouth, RI)
- 5 days ago
GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers....
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- Johnston, RI (21 miles from Portsmouth, RI)
- 9 days ago
- Johnston, RI (21 miles from Portsmouth, RI)
- 9 days ago
$90k Per Year Position range in Rhode Island $60k - $147k Per Year Personal Financial Advisor New York Life Occupation: Personal Financial Advisors Location: Johnston, RI - 02919 Positions...
- Johnston, RI (21 miles from Portsmouth, RI)
- 21 days ago
- Johnston, RI (21 miles from Portsmouth, RI)
- 21 days ago
Between $80k and $120k Per Year Position range in Rhode Island $60k - $147k Per Year Financial Advisor New York Life- Brendon Fausset Occupation: Personal Financial Advisors Location: Johnston, RI...
Private Client Banker- Cranston
- Cranston, RI (15 miles from Portsmouth, RI)
- 26 days ago
- Cranston, RI (15 miles from Portsmouth, RI)
- 26 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 (18 miles from Portsmouth, RI)
- 26 days ago
- Providence, RI (18 miles from Portsmouth, RI)
- 26 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 (18 miles from Portsmouth, RI)
- 28 days ago
- Providence, RI (18 miles from Portsmouth, RI)
- 28 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 (18 miles from Portsmouth, RI)
- 30+ days ago
- Providence, RI (18 miles from Portsmouth, RI)
- 30+ 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 (21 miles from Portsmouth, RI)
- 30+ days ago
- Johnston, RI (21 miles from Portsmouth, RI)
- 30+ days ago
. * Possess good working knowledge of all consumer-lending products. * Interview consumer loan applicants....
Merrill Experienced Financial Advisor
- Providence, RI (18 miles from Portsmouth, RI)
- 30+ days ago
- Providence, RI (18 miles from Portsmouth, RI)
- 30+ 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....
- Narragansett, RI (18 miles from Portsmouth, RI)
- 45+ days ago
- Narragansett, RI (18 miles from Portsmouth, RI)
- 45+ days ago
This job posting is anticipated to remain open for 30 days, from 06-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor - Providence, RI
- Providence, RI (18 miles from Portsmouth, RI)
- 90+ days ago
- Providence, RI (18 miles from Portsmouth, RI)
- 90+ 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...
Demographic Data for Portsmouth, RI
Moving to Portsmouth, RI? Find some basic demographic data about Portsmouth, RI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Portsmouth, RI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Portsmouth, 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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