Personal Banker Jobs in New Britain, 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.
Project Director/Client Relationship Manager/Water/Wastewater
- Plainville, CT (3 miles from New Britain, CT)
- 1 hour ago
- Plainville, CT (3 miles from New Britain, CT)
- 1 hour ago
Project Director / Client Relationship Manager (Water/Wastewater) Job Description The importance of water to the health of our world cant be overstated. As the frequency and intensity of floods,...
Together we fight for everyone's 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...
Licensed Private Client Banker
- Coventry, CT (24 miles from New Britain, CT)
- 4 days ago
- Coventry, CT (24 miles from New Britain, CT)
- 4 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...
Contact Center Personal Banker
- Hartford, CT (10 miles from New Britain, CT)
- 5 days ago
- Hartford, CT (10 miles from New Britain, CT)
- 5 days ago
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote WorkFinancial Advisor - Altium Wealth Management
- Madison, CT (23 miles from New Britain, CT)
- 6 days ago
- Madison, CT (23 miles from New Britain, 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...
- Hartford, CT (10 miles from New Britain, CT)
- 6 days ago
- Hartford, CT (10 miles from New Britain, CT)
- 6 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
Private Client Financial Advisor - Guilford, CT
- Madison, CT (23 miles from New Britain, CT)
- 8 days ago
- Madison, CT (23 miles from New Britain, 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 (22 miles from New Britain, CT)
- 9 days ago
- Guilford, CT (22 miles from New Britain, 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
- Glastonbury, CT (12 miles from New Britain, CT)
- 10 days ago
- Glastonbury, CT (12 miles from New Britain, 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,...
- West Hartford, CT (6 miles from New Britain, CT)
- 11 days ago
- West Hartford, CT (6 miles from New Britain, CT)
- 11 days ago
About Us: Since 1901, Baystate Financial has been dedicated to helping clients achieve clarity, leverage, and financial independence. With a focus on fostering a collaborative culture and...
- Glastonbury, CT (12 miles from New Britain, CT)
- 12 days ago
- Glastonbury, CT (12 miles from New Britain, CT)
- 12 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Granby, CT (20 miles from New Britain, CT)
- 17 days ago
- Granby, CT (20 miles from New Britain, CT)
- 17 days ago
Under the supervision of the Retail Banking Officer, the Personal Banker plays an integral role in ensuring that an exceptional customer experience is achieved end-to-end in each banking interaction...
Financial Advisor - Clinton, CT - Market 13, Region 330
- Hamden, CT (21 miles from New Britain, CT)
- 20 days ago
- Hamden, CT (21 miles from New Britain, CT)
- 20 days ago
Edward Jones Financial Advisor - Clinton, CT - Market 13, Region 330 in Hamden , Connecticut Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be...
Client Relationship Manager - Hartford CT
- Hartford, CT (10 miles from New Britain, CT)
- 60+ days ago
- Hartford, CT (10 miles from New Britain, 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...
Private Client Banker - Glastonbury, CT
- Glastonbury, CT (12 miles from New Britain, CT)
- 27 days ago
- Glastonbury, CT (12 miles from New Britain, CT)
- 27 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...
Demographic Data for New Britain, CT
Moving to New Britain, CT? Find some basic demographic data about New Britain, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in New Britain, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in New Britain, 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
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