Personal Banker Jobs in Guilford, 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 - Career Change Opportunity
- Clinton, CT (8 miles from Guilford, CT)
- 11 days ago
- Clinton, CT (8 miles from Guilford, CT)
- 11 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...
Private Client Financial Advisor - Old Lyme, CT
- Clinton, CT (8 miles from Guilford, CT)
- 3 days ago
- Clinton, CT (8 miles from Guilford, CT)
- 3 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Private Client Financial Advisor - Old Lyme, CT
- Old Lyme, CT (18 miles from Guilford, CT)
- 4 days ago
- Old Lyme, CT (18 miles from Guilford, CT)
- 4 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Wallingford, CT (10 miles from Guilford, CT)
- 5 days ago
- Wallingford, CT (10 miles from Guilford, CT)
- 5 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...
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Financial Advisor - Clinton, CT - Market 13, Region 330
- Clinton, CT (8 miles from Guilford, CT)
- 5 days ago
- Clinton, CT (8 miles from Guilford, CT)
- 5 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...
- Southington, CT (20 miles from Guilford, CT)
- 10 days ago
- Southington, CT (20 miles from Guilford, CT)
- 10 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...
- Branford, CT (6 miles from Guilford, CT)
- 12 days ago
- Branford, CT (6 miles from Guilford, CT)
- 12 days ago
This job posting is anticipated to remain open for 30 days, from 30-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Private Client Banker - Guilford Shoreline Plaza - Guilford, CT
- Guilford, CT
- 17 days ago
- Guilford, CT
- 17 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...
Personal Banker Roving New Haven Shoreline District
- New Haven, CT (12 miles from Guilford, CT)
- 18 days ago
- New Haven, CT (12 miles from Guilford, CT)
- 18 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....
Financial Advisor - Altium Wealth Management
- Madison, CT (4 miles from Guilford, CT)
- 29 days ago
- Madison, CT (4 miles from Guilford, CT)
- 29 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 (4 miles from Guilford, CT)
- 30+ days ago
- Madison, CT (4 miles from Guilford, CT)
- 30+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Client Relationship Manager - Consumer Goods
- Shelton, CT (23 miles from Guilford, CT)
- 90+ days ago
- Shelton, CT (23 miles from Guilford, CT)
- 90+ days ago
Client Relationship Manager for Consumer Goods Location: Newark, NJ - must be local or willing to relocate (in office) Travel: 35-50% tristate area About Cognizant Cognizant (Nasdaq-100: CTSH) is...
Licensed Private Client Banker - Guilford Branch
- Guilford, CT
- 90+ days ago
- Guilford, CT
- 90+ 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...
- New Haven, CT (12 miles from Guilford, CT)
- 90+ days ago
- New Haven, CT (12 miles from Guilford, CT)
- 90+ days ago
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal...
Demographic Data for Guilford, CT
Moving to Guilford, CT? Find some basic demographic data about Guilford, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Guilford, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Guilford, 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
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Regulations
- Reporting
- 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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