Personal Banker Jobs in East Lyme, CT
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 - Altium Wealth Management
- Madison, CT (19 miles from East Lyme, CT)
- 6 days ago
- Madison, CT (19 miles from East Lyme, CT)
- 6 days ago
Financial Advisor - Altium Wealth Management Req #1430 Madison, CT 06443, USA Job Description Posted Sunday, April 6, 2025 at 11:00 PM Your Future Team We started Altium by asking ourselves one simple...
Private Client Financial Advisor - Guilford, CT
- Madison, CT (19 miles from East Lyme, CT)
- 8 days ago
- Madison, CT (19 miles from East Lyme, CT)
- 8 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Private Client Financial Advisor - Guilford, CT
- Guilford, CT (23 miles from East Lyme, CT)
- 9 days ago
- Guilford, CT (23 miles from East Lyme, CT)
- 9 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Sr. Private Client Relationship Manager
- Guilford, CT (23 miles from East Lyme, CT)
- 10 days ago
- Guilford, CT (23 miles from East Lyme, CT)
- 10 days ago
Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity,...
- Deep River, CT (11 miles from East Lyme, CT)
- 12 days ago
- Deep River, CT (11 miles from East Lyme, CT)
- 12 days ago
This job posting is anticipated to remain open for 30 days, from 08-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor - Clinton, CT - Market 13, Region 330
- Salem, CT (7 miles from East Lyme, CT)
- 20 days ago
- Salem, CT (7 miles from East Lyme, CT)
- 20 days ago
Edward Jones Financial Advisor - Clinton, CT - Market 13, Region 330 in Salem , Connecticut Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be...
- Norwich, CT (14 miles from East Lyme, CT)
- 27 days ago
- Norwich, CT (14 miles from East Lyme, CT)
- 27 days ago
management, comprehensive financial planning, and advisory services....
Financial Advisor/Tax Preparer
- Norwich, CT (14 miles from East Lyme, CT)
- 60+ days ago
- Norwich, CT (14 miles from East Lyme, CT)
- 60+ days ago
management....
Licensed Private Client Banker - Guilford Branch
- Guilford, CT (23 miles from East Lyme, CT)
- 60+ days ago
- Guilford, CT (23 miles from East Lyme, CT)
- 60+ days ago
Location: 1021 Boston Post Road - Guilford, Connecticut 06437 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Private Client Relationship Manager
- Westerly, RI (22 miles from East Lyme, CT)
- 60+ days ago
- Westerly, RI (22 miles from East Lyme, CT)
- 60+ 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....
- New London, CT (7 miles from East Lyme, CT)
- 90+ days ago
- New London, CT (7 miles from East Lyme, CT)
- 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 East Lyme, CT
Moving to East Lyme, CT? Find some basic demographic data about East Lyme, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in East Lyme, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in East Lyme, CT 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
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »