Personal Banker Jobs in Chepachet, RI
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.
Private Client Relationship Manager
- Franklin, MA (19 miles from Chepachet, RI)
- 8 days ago
- Franklin, MA (19 miles from Chepachet, RI)
- 8 days ago
Description AtCitizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguishedclient-centric culture, having a mindset ofcontinuous...
Financial Advisor - Paid Training Provided
- East Providence, RI (17 miles from Chepachet, RI)
- 8 days ago
- East Providence, RI (17 miles from Chepachet, RI)
- 8 days ago
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
Financial Advisor - Providence, RI
- Providence, RI (15 miles from Chepachet, RI)
- 29 days ago
- Providence, RI (15 miles from Chepachet, RI)
- 29 days ago
Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them...
- North Attleboro, MA (19 miles from Chepachet, RI)
- 30+ days ago
- North Attleboro, MA (19 miles from Chepachet, RI)
- 30+ days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
Licensed Private Client Banker
- Putnam, CT (9 miles from Chepachet, RI)
- 30+ days ago
- Putnam, CT (9 miles from Chepachet, RI)
- 30+ days ago
Location: 163 Providence Street - Putnam, Connecticut 06260 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Licensed Private Client Banker - Putnam Branch
- Putnam, CT (9 miles from Chepachet, RI)
- 30+ days ago
- Putnam, CT (9 miles from Chepachet, RI)
- 30+ days ago
Location: 163 Providence Street - Putnam, Connecticut 06260 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Private Client Relationship Manager
- Coventry, RI (14 miles from Chepachet, RI)
- 90+ days ago
- Coventry, RI (14 miles from Chepachet, RI)
- 90+ days ago
Description AtCitizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguishedclient-centric culture, having a mindset ofcontinuous...
Merrill Experienced Financial Advisor
- Providence, RI (15 miles from Chepachet, RI)
- 90+ days ago
- Providence, RI (15 miles from Chepachet, RI)
- 90+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
Demographic Data for Chepachet, RI
Moving to Chepachet, RI? Find some basic demographic data about Chepachet, RI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Chepachet, RI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Chepachet, RI 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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Here are some other career titles that require similar skills
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