Personal Banker Jobs in New Haven, 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.
Private Client Banker - Westport Main St - Westport, CT
- Westport, CT (24 miles from New Haven, CT)
- 2 days ago
- Westport, CT (24 miles from New Haven, CT)
- 2 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...
- Hamden, CT (4 miles from New Haven, CT)
- 3 days ago
- Hamden, CT (4 miles from New Haven, CT)
- 3 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 (2 miles from New Haven, CT)
- 3 days ago
- West Haven, CT (2 miles from New Haven, CT)
- 3 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....
- Wallingford, CT (11 miles from New Haven, CT)
- 8 days ago
- Wallingford, CT (11 miles from New Haven, CT)
- 8 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...
- Stratford, CT (11 miles from New Haven, CT)
- 12 days ago
- Stratford, CT (11 miles from New Haven, CT)
- 12 days ago
Primary Office Location: 161 S. Stratford Road. Winston Salem, North Carolina. 27104. Join our team. Make a difference - for us and for your future. Position Title: Associate Financial Advisor...
Financial Advisor - Career Change Opportunity
- Clinton, CT (20 miles from New Haven, CT)
- 19 days ago
- Clinton, CT (20 miles from New Haven, CT)
- 19 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 (6 miles from New Haven, CT)
- 20 days ago
- North Haven, CT (6 miles from New Haven, CT)
- 20 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....
- North Branford, CT (7 miles from New Haven, CT)
- 30+ days ago
- North Branford, CT (7 miles from New Haven, CT)
- 30+ days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Licensed Private Client Banker
- West Haven, CT (2 miles from New Haven, CT)
- 30+ days ago
- West Haven, CT (2 miles from New Haven, CT)
- 30+ days ago
KeyBank Licensed Private Client Banker in West Haven , Connecticut Location: 322 Main Street - West Haven, Connecticut 06516 Job Summary Be a problem solver, trusted advisor, and partner to the...
Licensed Private Client Banker - Guilford Branch
- Guilford, CT (12 miles from New Haven, CT)
- 30+ days ago
- Guilford, CT (12 miles from New Haven, 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...
Licensed Private Client Banker - West Haven Branch
- West Haven, CT (2 miles from New Haven, CT)
- 30+ days ago
- West Haven, CT (2 miles from New Haven, CT)
- 30+ days ago
Location: 322 Main Street - West Haven, Connecticut 06516 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
- Fairfield, CT (20 miles from New Haven, CT)
- 45+ days ago
- Fairfield, CT (20 miles from New Haven, CT)
- 45+ days ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
Private Client Relationship Manager
- Branford, CT (7 miles from New Haven, CT)
- 45+ days ago
- Branford, CT (7 miles from New Haven, CT)
- 45+ days ago
Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role,...
- Stratford, CT (11 miles from New Haven, CT)
- 45+ days ago
- Stratford, CT (11 miles from New Haven, CT)
- 45+ 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...
Private Client Banker - Old Saybrook, CT
- Madison, CT (17 miles from New Haven, CT)
- 45+ days ago
- Madison, CT (17 miles from New Haven, CT)
- 45+ 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 Haven, CT
Moving to New Haven, CT? Find some basic demographic data about New Haven, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in New Haven, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in New Haven, 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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Here are some other career titles that require similar skills
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