Personal Banker Jobs in North 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.
Project Director/Client Relationship Manager/Water/Wastewater
- Plainville, CT (20 miles from North Haven, CT)
- 8 hours ago
- Plainville, CT (20 miles from North Haven, CT)
- 8 hours 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,...
Client Relationship Manager-Retirement
- New Britain, CT (19 miles from North Haven, CT)
- 1 day ago
- New Britain, CT (19 miles from North Haven, CT)
- 1 day ago
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...
Financial Advisor - Altium Wealth Management
- Madison, CT (13 miles from North Haven, CT)
- 6 days ago
- Madison, CT (13 miles from North Haven, 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...
Private Client Financial Advisor - Guilford, CT
- Madison, CT (13 miles from North Haven, CT)
- 9 days ago
- Madison, CT (13 miles from North Haven, CT)
- 9 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 (9 miles from North Haven, CT)
- 10 days ago
- Guilford, CT (9 miles from North Haven, CT)
- 10 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Sr. Private Client Relationship Manager
- Guilford, CT (9 miles from North Haven, CT)
- 11 days ago
- Guilford, CT (9 miles from North Haven, CT)
- 11 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,...
- Deep River, CT (21 miles from North Haven, CT)
- 12 days ago
- Deep River, CT (21 miles from North Haven, CT)
- 12 days ago
This job posting is anticipated to remain open for 30 days, from 08-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor - Clinton, CT - Market 13, Region 330
- Hamden, CT (4 miles from North Haven, CT)
- 20 days ago
- Hamden, CT (4 miles from North Haven, 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 - Consumer Goods
- Shelton, CT (15 miles from North Haven, CT)
- 90+ days ago
- Shelton, CT (15 miles from North Haven, 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...
Personal Financial Representative-CT
- Oakville, CT (18 miles from North Haven, CT)
- 30+ days ago
- Oakville, CT (18 miles from North Haven, CT)
- 30+ days 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- Hamden, CT (4 miles from North Haven, CT)
- 30+ days ago
- Hamden, CT (4 miles from North Haven, CT)
- 30+ 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...
- Wallingford, CT (5 miles from North Haven, CT)
- 45+ days ago
- Wallingford, CT (5 miles from North Haven, CT)
- 45+ 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...
Licensed Private Client Banker - Guilford Branch
- Guilford, CT (9 miles from North Haven, CT)
- 60+ days ago
- Guilford, CT (9 miles from North Haven, CT)
- 60+ 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...
- Stratford, CT (17 miles from North Haven, CT)
- 60+ days ago
- Stratford, CT (17 miles from North Haven, CT)
- 60+ 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 North Haven, CT
Moving to North Haven, CT? Find some basic demographic data about North Haven, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in North Haven, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in North 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
- Mortgage Lending
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- 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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Here are some other career titles that require similar skills
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