Personal Banker Jobs in Maine
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.
at Nelnet in Augusta, Maine, United States Job Description Nelnet Business Services ( NBS ), a division of Nelnet, Inc., provides payment technology, education services, and learning management...
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...
This job posting is anticipated to remain open for 30 days, from 28-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Bar Harbor Bank & Trust is seeking an experienced retail banking professional to join our team as a full-time Personal Banker working 40 hours a week, based in our Somesville, Maine location....
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This position is responsible for providing individual financial advice and counseling to retail customers referred through the bank branches. The advisor will work to meet a set of sales goals...
Licensed Private Client Banker - Presque Isle Branch
- Presque Isle, ME
- 90+ days ago
- Presque Isle, ME
- 90+ days ago
Location: 774 Main Street - Presque Isle, Maine 04769 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Location: 111 Main Street - Belfast, Maine 04915 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker...
Licensed Private Client Banker - Kennebunk Branch
- Kennebunk, ME
- 90+ days ago
- Kennebunk, ME
- 90+ days ago
Location: 1 Post Office Square - Kennebunk, Maine 04043 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
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....
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
Demographic Data for Maine
Moving to Maine? Find some basic demographic data about Maine below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Maine
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Maine 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Employee Development
- Interpersonal Skills
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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