Personal Banker Jobs in Vermont
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.
Float Personal Banker Associate I - North Indy LOCATION -- Indianapolis, Indiana 46250 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure...
management business development techniques, products, services and overall industry....
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...
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 WorkMortgage 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...
The PersonalBanker will represent the Bank in a courteous and professional mannerwhile providing a customer experience in line with BHBTs sales andservice standards.In their roles, Personal Bankers...
Patient Financial Advisor - Patient Accounting
- Bennington, VT
- 14 days ago
- Bennington, VT
- 14 days ago
The Patient Financial Advisor is responsible for providing a variety of customer service and collections/troubleshooting services in support of the accounts receivable department of SVMC. High...
We are looking for Experienced Advisors to join our team at Greater New England Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help...
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Four Points...
Financial Advisor - NorthCountry Federal Credit Union
- South Burlington, VT
- 45+ days ago
- South Burlington, VT
- 45+ days ago
Credit Union Financial Advisor - NorthCountry Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial...
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...
Affluent Market Financial Advisor (Draw Salary plus Commission)
- Rutland, VT
- 90+ days ago
- Rutland, VT
- 90+ days ago
Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from mass...
Demographic Data for Vermont
Moving to Vermont? Find some basic demographic data about Vermont below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Vermont
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Vermont 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
- 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
- Interpersonal Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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