Personal Banker Jobs in Middletown, 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.
Leave Solutions Client Relationship Manager
- Hartford, CT (16 miles from Middletown, CT)
- 18 hours ago
- Hartford, CT (16 miles from Middletown, CT)
- 18 hours ago
Together we fight for everyones opportunity for a better financial future. We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand up...
Vice President, Financial Advisor (Partner Programs)
- Hartford, CT (16 miles from Middletown, CT)
- 1 day ago
- Hartford, CT (16 miles from Middletown, CT)
- 1 day ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of...
Remote Work- Hamden, CT (19 miles from Middletown, CT)
- 4 days ago
- Hamden, CT (19 miles from Middletown, CT)
- 4 days ago
Location: 1248 Dixwell Avenue - Hamden, Connecticut 06514 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
- West Haven, CT (24 miles from Middletown, CT)
- 4 days ago
- West Haven, CT (24 miles from Middletown, CT)
- 4 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....
- Hebron, CT (16 miles from Middletown, CT)
- 6 days ago
- Hebron, CT (16 miles from Middletown, CT)
- 6 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Wallingford, CT (10 miles from Middletown, CT)
- 9 days ago
- Wallingford, CT (10 miles from Middletown, CT)
- 9 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 (21 miles from Middletown, CT)
- 12 days ago
- Bloomfield, CT (21 miles from Middletown, CT)
- 12 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....
Financial Advisor - Career Change Opportunity
- Clinton, CT (18 miles from Middletown, CT)
- 20 days ago
- Clinton, CT (18 miles from Middletown, CT)
- 20 days ago
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
- North Haven, CT (15 miles from Middletown, CT)
- 21 days ago
- North Haven, CT (15 miles from Middletown, CT)
- 21 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....
Financial Advisor - Deming & Hale, CT
- Manchester, CT (16 miles from Middletown, CT)
- 22 days ago
- Manchester, CT (16 miles from Middletown, CT)
- 22 days ago
Work Location: Manchester, Connecticut, United States of America Hours: 40 Pay Details: $90,000 - $90,000 USD TD is committed to providing fair and equitable compensation opportunities to all...
- Hartford, CT (16 miles from Middletown, CT)
- 28 days ago
- Hartford, CT (16 miles from Middletown, CT)
- 28 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
- Coventry, CT (22 miles from Middletown, CT)
- 30+ days ago
- Coventry, CT (22 miles from Middletown, CT)
- 30+ days ago
KeyBank Licensed Private Client Banker in Coventry , Connecticut Location: 3534 Main Street - Coventry, Connecticut 06238 Job Summary Be a problem solver, trusted advisor, and partner to the...
Licensed Private Client Banker - Coventry Branch
- Coventry, CT (22 miles from Middletown, CT)
- 30+ days ago
- Coventry, CT (22 miles from Middletown, CT)
- 30+ days ago
Location: 3534 Main Street - Coventry, Connecticut 06238 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Licensed Private Client Banker - Downtown Hartford
- Hartford, CT (16 miles from Middletown, CT)
- 30+ days ago
- Hartford, CT (16 miles from Middletown, CT)
- 30+ 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...
Licensed Private Client Banker - Guilford Branch
- Guilford, CT (14 miles from Middletown, CT)
- 30+ days ago
- Guilford, CT (14 miles from Middletown, CT)
- 30+ 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...
Demographic Data for Middletown, CT
Moving to Middletown, CT? Find some basic demographic data about Middletown, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Middletown, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Middletown, 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
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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