Personal Banker Jobs in Fairfield, 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 - Paid Training Provided
- Brookfield, CT (20 miles from Fairfield, CT)
- 2 days ago
- Brookfield, CT (20 miles from Fairfield, CT)
- 2 days ago
Job Overview 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. If you find yourself at a professional...
- Miller Place, NY (22 miles from Fairfield, CT)
- moments ago
- Miller Place, NY (22 miles from Fairfield, CT)
- moments ago
Personal Bankers will also identify referrals for services such as consumer lending, commercial lending, mortgage lending, and wealth management....
Float Personal Banker l - Northwest Cincinnati LOCATION -- Fairfield, Ohio 45014 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal...
Private Client Banker - Mt. Sinai, NY
- Mount Sinai, NY (21 miles from Fairfield, CT)
- 3 days ago
- Mount Sinai, NY (21 miles from Fairfield, CT)
- 3 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...
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- Shelton, CT (12 miles from Fairfield, CT)
- 7 days ago
- Shelton, CT (12 miles from Fairfield, CT)
- 7 days ago
As a wealth management platform, we currently have 50+ people caring for more than a thousand clients and are entrusted with over $8 billion dollars of client wealth....
Remote Work- Ansonia, CT (16 miles from Fairfield, CT)
- 7 days ago
- Ansonia, CT (16 miles from Fairfield, CT)
- 7 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Hamden, CT (22 miles from Fairfield, CT)
- 8 days ago
- Hamden, CT (22 miles from Fairfield, CT)
- 8 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Greenwich, CT (20 miles from Fairfield, CT)
- 9 days ago
- Greenwich, CT (20 miles from Fairfield, CT)
- 9 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Personal Banker - Somers Branch
- Somers, NY (23 miles from Fairfield, CT)
- 14 days ago
- Somers, NY (23 miles from Fairfield, CT)
- 14 days ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
Personal Banker Roving New Haven Shoreline District
- New Haven, CT (20 miles from Fairfield, CT)
- 14 days ago
- New Haven, CT (20 miles from Fairfield, CT)
- 14 days ago
Personal Banker Roving New Haven Shoreline District 3.6 3.6 out of 5 stars 956 Chapel Street, New Haven, CT 06510 Why Wells Fargo: Are you looking for more? Find it here....
Associate Financial Advisor - R25_0000000403
- Greenwich, CT (20 miles from Fairfield, CT)
- 15 days ago
- Greenwich, CT (20 miles from Fairfield, CT)
- 15 days ago
Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as an employee of an independent advisor franchisee with a financial...
Financial Advisor-Fairfield County/Greenwich, CT
- Greenwich, CT (20 miles from Fairfield, CT)
- 22 days ago
- Greenwich, CT (20 miles from Fairfield, CT)
- 22 days ago
management business development techniques, products, services and overall industry....
- Greenwich, CT (20 miles from Fairfield, CT)
- 23 days ago
- Greenwich, CT (20 miles from Fairfield, CT)
- 23 days ago
Position Description: Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as an employee of an independent advisor...
Financial Advisor - Teachers Federal Credit Union
- Port Jefferson, NY (19 miles from Fairfield, CT)
- 23 days ago
- Port Jefferson, NY (19 miles from Fairfield, CT)
- 23 days ago
Credit Union Financial Advisor - Teachers Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services...
Private Client Financial Advisor - Greenwich/Stamford CT - Rye NY
- Greenwich, CT (20 miles from Fairfield, CT)
- 25 days ago
- Greenwich, CT (20 miles from Fairfield, CT)
- 25 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Demographic Data for Fairfield, CT
Moving to Fairfield, CT? Find some basic demographic data about Fairfield, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Fairfield, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Fairfield, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- 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
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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