Personal Banker Jobs in Smithfield, 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.
Personal Banking Representative - Smithfield, RI
- Smithfield, RI
- 5 hours ago
- Smithfield, RI
- 5 hours ago
. * Possess good working knowledge of all consumer-lending products. * Interview consumer loan applicants....
- Providence, RI (8 miles from Smithfield, RI)
- 6 days ago
- Providence, RI (8 miles from Smithfield, RI)
- 6 days ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
- Providence, RI (8 miles from Smithfield, RI)
- 7 days ago
- Providence, RI (8 miles from Smithfield, RI)
- 7 days ago
Financial Advising Intern Location: Providence Duration: Summer 2025, 10-12 weeks About Us: At Northwestern Mutual, we're committed to helping individuals and businesses achieve financial...
Retail Personal Banker II - Tri County FC (Cincinnati)
- Franklin, MA (14 miles from Smithfield, RI)
- 9 days ago
- Franklin, MA (14 miles from Smithfield, RI)
- 9 days ago
GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers....
/19301/e5c01222-7b25-41c4-94d6-f37904388cb2.png&z=8&s=BNK&ih_t=5%2F3%2F2025+6%3A28%3A35+PM&utm_medium=internal%20referrer&utm_campaign=internal-ihire-resume-review&utm_content=ihire&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
- Providence, RI (8 miles from Smithfield, RI)
- 14 days ago
- Providence, RI (8 miles from Smithfield, RI)
- 14 days ago
FINANCIAL ADVISOR LOCATION Providence, RI Hybrid TYPE Direct Hire SALARY $75,000 - $125,000 / yr ID CA... POSTED Apr 14, 2025 FINANCIAL ADVISOR $75,000-90,000 Base Salary + Quarterly Production...
Wealth Management Client Associate / Financial Advisor Support
- Providence, RI (8 miles from Smithfield, RI)
- 14 days ago
- Providence, RI (8 miles from Smithfield, RI)
- 14 days ago
Wealth Management Client Associate / Financial Advisor Support LOCATION Providence, RI Hybrid TYPE Direct Hire SALARY $65,000 - $95,000 / yr ID CA......
Contact Center Personal Banker
- Providence, RI (8 miles from Smithfield, RI)
- 18 days ago
- Providence, RI (8 miles from Smithfield, RI)
- 18 days ago
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote Work- Providence, RI (8 miles from Smithfield, RI)
- 20 days ago
- Providence, RI (8 miles from Smithfield, RI)
- 20 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
- Providence, RI (8 miles from Smithfield, RI)
- 20 days ago
- Providence, RI (8 miles from Smithfield, RI)
- 20 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
Private Client Relationship Manager
- Pawtucket, RI (7 miles from Smithfield, RI)
- 27 days ago
- Pawtucket, RI (7 miles from Smithfield, RI)
- 27 days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Private Client Relationship Manager
- East Greenwich, RI (18 miles from Smithfield, RI)
- 28 days ago
- East Greenwich, RI (18 miles from Smithfield, RI)
- 28 days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Financial Advisor - Providence, RI
- Providence, RI (8 miles from Smithfield, RI)
- 60+ days ago
- Providence, RI (8 miles from Smithfield, RI)
- 60+ 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 (11 miles from Smithfield, RI)
- 60+ days ago
- North Attleboro, MA (11 miles from Smithfield, RI)
- 60+ 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 Branch
- Putnam, CT (17 miles from Smithfield, RI)
- 60+ days ago
- Putnam, CT (17 miles from Smithfield, RI)
- 60+ 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...
Demographic Data for Smithfield, RI
Moving to Smithfield, RI? Find some basic demographic data about Smithfield, RI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Smithfield, RI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Smithfield, 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
- Mortgage Lending
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- 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 »