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.
Financial Advisor Clients Provided No Prospecting Maine
- Portland, ME
- 17 hours ago
- Portland, ME
- 17 hours ago
You're an exceptional closer, talented at guiding conversations toward confident decisions. Prospecting isn't your passion-your skill shines brightest when you're face-to-face with motivated...
Were excited to be hiring a Veterinary Customer Relationship Manager to join our team at IDEXX Veterinary Software. Would you say you have a problem solving mindset? Do you have a knack for...
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
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...
Location: 5 Hannaford Dr - Scarborough, Maine 04074 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
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 Bar Harbor, Maine location....
at KeyBank in Belfast, Maine, United States Job Description Location: 111 Main Street Belfast, Maine 04915 Job Summary Be a problem solver, trusted advisor, and partner to the people and...
Licensed Private Client Banker - Presque Isle Branch
- Presque Isle, ME
- 30+ days ago
- Presque Isle, ME
- 30+ 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
- 30+ days ago
- Kennebunk, ME
- 30+ 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...
Work Location: Scarborough, Maine, United States of America Hours: 40 Pay Details: $90,000 - $90,000 USD TD is committed to providing fair and equitable compensation opportunities to all...
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
- 60+ days ago
- Brunswick, ME
- 60+ days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across...
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...
Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our...
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
- 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 »