Personal Banker Jobs in Farmington, 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.
Personal Financial Representative-CT
- Oakville, CT (15 miles from Farmington, CT)
- 17 hours ago
- Oakville, CT (15 miles from Farmington, CT)
- 17 hours 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- Wallingford, CT (18 miles from Farmington, CT)
- 3 days ago
- Wallingford, CT (18 miles from Farmington, CT)
- 3 days ago
Location: Wallingford, US-CT Rate: Not Specified Type: Permanent Client Relationship Manager Position Summary The Client Relationship Manager supports the Director, Client Relationship across...
- Bloomfield, CT (10 miles from Farmington, CT)
- 5 days ago
- Bloomfield, CT (10 miles from Farmington, CT)
- 5 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....
- Windsor, CT (13 miles from Farmington, CT)
- 7 days ago
- Windsor, CT (13 miles from Farmington, CT)
- 7 days ago
Personal Banker Windsor Federal Bank Windsor, Connecticut POSITION SUMMARY: Under the supervision of the Retail Banking Officer, the Personal Banker plays an integral role in ensuring that an exceptional...
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- Southington, CT (8 miles from Farmington, CT)
- 8 days ago
- Southington, CT (8 miles from Farmington, CT)
- 8 days ago
Overview We are seeking a skilled Client Relationship Manager to lead and optimize the operations workflow within our Client Experience organization. The Client Relationship Manager supports the...
- Hartford, CT (9 miles from Farmington, CT)
- 15 days ago
- Hartford, CT (9 miles from Farmington, CT)
- 15 days ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
Personal Banker Roving New Haven Shoreline District
- Hamden, CT (24 miles from Farmington, CT)
- 17 days ago
- Hamden, CT (24 miles from Farmington, CT)
- 17 days ago
**About this role:** Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Client Relationship Manager (Hybrid - Flexible Options)
- South Windsor, CT (15 miles from Farmington, CT)
- 19 days ago
- South Windsor, CT (15 miles from Farmington, CT)
- 19 days ago
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join...
- Hartford, CT (9 miles from Farmington, CT)
- 60+ days ago
- Hartford, CT (9 miles from Farmington, CT)
- 60+ days ago
About Cognizant Cognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the digital era. Our industry-based, consultative...
Licensed Private Client Banker - Downtown Hartford
- Hartford, CT (9 miles from Farmington, CT)
- 90+ days ago
- Hartford, CT (9 miles from Farmington, CT)
- 90+ days ago
Location: 225 Trumbull Street - Hartford, Connecticut 06103 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Demographic Data for Farmington, CT
Moving to Farmington, CT? Find some basic demographic data about Farmington, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Farmington, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Farmington, 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
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- 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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