Personal Banker Jobs in Auburn, ME
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.
- Brunswick, ME (18 miles from Auburn, ME)
- 4 days ago
- Brunswick, ME (18 miles from Auburn, ME)
- 4 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Licensed Private Client Banker
- Brunswick, ME (18 miles from Auburn, ME)
- 30+ days ago
- Brunswick, ME (18 miles from Auburn, ME)
- 30+ days ago
Location: 172 Maine Street - Brunswick, Maine 04011 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
- Lewiston, ME (3 miles from Auburn, ME)
- 45+ days ago
- Lewiston, ME (3 miles from Auburn, ME)
- 45+ days ago
The Personal Banker is an advanced level retail role, one in which you will be responsible for acquiring new business and personal relationships, cross selling, and generating referrals....
Financial Advisor Brunswick, ME Market 25, Region 121
- Brunswick, ME (18 miles from Auburn, ME)
- 60+ days ago
- Brunswick, ME (18 miles from Auburn, ME)
- 60+ days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500ยน company where people come first. With over 8 million clients and 19,000 financial advisors across...
Private Client Banker - Falmouth Branch
- Falmouth, ME (23 miles from Auburn, ME)
- 60+ days ago
- Falmouth, ME (23 miles from Auburn, ME)
- 60+ days ago
Location: 256 US Route 1 - Falmouth, Maine 04105 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker...
- Lewiston, ME (3 miles from Auburn, ME)
- 90+ days ago
- Lewiston, ME (3 miles from Auburn, ME)
- 90+ days ago
This position will work closely with the retail banking teams to prospect new clientele, and broaden existing bank relationships....
Demographic Data for Auburn, ME
Moving to Auburn, ME? Find some basic demographic data about Auburn, ME below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Auburn, ME
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Auburn, ME 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
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »