Personal Banker Jobs in Stamford, 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.
- Danbury, CT (22 miles from Stamford, CT)
- 1 day ago
- Danbury, CT (22 miles from Stamford, CT)
- 1 day ago
Company Description We suggest you enter details here. Role Description This is a full-time on-site role for a Financial Advisor at HAS Health Insurance and Wealth Management located in Danbury,...
Personal Banker - Greenburgh Branch
- White Plains, NY (11 miles from Stamford, CT)
- 1 day ago
- White Plains, NY (11 miles from Stamford, CT)
- 1 day ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
Financial Advisor - Farmingville, NY
- Melville, NY (19 miles from Stamford, CT)
- 1 day ago
- Melville, NY (19 miles from Stamford, CT)
- 1 day ago
Work Location: Melville, New York, United States of America Hours: 40 Pay Details: $100,000 - $100,000 USD TD is committed to providing fair and equitable compensation opportunities to all...
Personal Banker Southern Connecticut
- Greenwich, CT (4 miles from Stamford, CT)
- 2 days ago
- Greenwich, CT (4 miles from Stamford, CT)
- 2 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....
- Hempstead, NY (23 miles from Stamford, CT)
- 2 days ago
- Hempstead, NY (23 miles from Stamford, CT)
- 2 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....
Personal Banker - Greenburgh Branch
- White Plains, NY (14 miles from Stamford, CT)
- 2 days ago
- White Plains, NY (14 miles from Stamford, CT)
- 2 days ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
Private Client Financial Advisor - Westwood, MA
- Westwood, NJ (24 miles from Stamford, CT)
- 3 days ago
- Westwood, NJ (24 miles from Stamford, CT)
- 3 days ago
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough...
- Melville, NY (19 miles from Stamford, CT)
- 3 days ago
- Melville, NY (19 miles from Stamford, CT)
- 3 days ago
Experienced Financial AdvisorAbout the job As an experienced financial advisor with existing client practice, you already know the job. Take care of your clients but you are looking for a better...
Remote Work- New Hyde Park, NY (22 miles from Stamford, CT)
- 4 days ago
- New Hyde Park, NY (22 miles from Stamford, CT)
- 4 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 Banker - Westport Main St - Westport, CT
- Westport, CT (11 miles from Stamford, CT)
- 5 days ago
- Westport, CT (11 miles from Stamford, CT)
- 5 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 - Bilingual Spanish
- Port Chester, NY (7 miles from Stamford, CT)
- 6 days ago
- Port Chester, NY (7 miles from Stamford, CT)
- 6 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Personal Banker Northern Westchester
- Shrub Oak, NY (24 miles from Stamford, CT)
- 8 days ago
- Shrub Oak, NY (24 miles from Stamford, CT)
- 8 days ago
Wells Fargo Personal Banker Northern Westchester in SHRUB OAK , New York Why Wells Fargo: Are you looking for more? Find it here....
Bilingual Personal Banker Nassau County
- Syosset, NY (15 miles from Stamford, CT)
- 9 days ago
- Syosset, NY (15 miles from Stamford, CT)
- 9 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 Development Program
- Norwalk, CT (7 miles from Stamford, CT)
- 10 days ago
- Norwalk, CT (7 miles from Stamford, CT)
- 10 days ago
FINANCIAL ADVISOR DEVELOPNENT PROGRAM: What is the program? Outstanding graduating seniors will be given an opportunity to participate in an experiential program that builds a pathway to a...
- Danbury, CT (22 miles from Stamford, CT)
- 13 days ago
- Danbury, CT (22 miles from Stamford, CT)
- 13 days ago
Benefits: 401(k) matching Bonus based on performance Competitive salary We are seeking a motivated and experienced Financial Advisor to join our team As a Financial Advisor, you will have the...
Demographic Data for Stamford, CT
Moving to Stamford, CT? Find some basic demographic data about Stamford, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Stamford, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Stamford, 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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