Personal Banker Jobs in Shelburne, VT
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 Financial Advisor
- Burlington, VT (6 miles from Shelburne, VT)
- 19 hours ago
- Burlington, VT (6 miles from Shelburne, VT)
- 19 hours ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Plattsburgh, NY (24 miles from Shelburne, VT)
- 2 days ago
- Plattsburgh, NY (24 miles from Shelburne, VT)
- 2 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Financial Advisor - Burlington, VT
- Burlington, VT (6 miles from Shelburne, VT)
- 3 days ago
- Burlington, VT (6 miles from Shelburne, VT)
- 3 days ago
management business development techniques, products, services and overall industry....
- Plattsburgh, NY (24 miles from Shelburne, VT)
- 11 days ago
- Plattsburgh, NY (24 miles from Shelburne, VT)
- 11 days ago
We are seeking a Financial Advisor to join our team who has a shared vision of clients being our main priority. The successful candidate must be responsible, confident, self-motivated and a team...
- Burlington, VT (6 miles from Shelburne, VT)
- 11 days ago
- Burlington, VT (6 miles from Shelburne, VT)
- 11 days ago
We are looking for Experienced Advisors to join our team at Greater New England Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help...
- Plattsburgh, NY (24 miles from Shelburne, VT)
- 15 days ago
- Plattsburgh, NY (24 miles from Shelburne, VT)
- 15 days ago
Prudential Advisors is looking for an experienced financial professional in the Plattsburgh area that is interested in working with an existing book of clients. We want to help you grow your...
Financial Advisor - Four Points Financial
- Burlington, VT (6 miles from Shelburne, VT)
- 24 days ago
- Burlington, VT (6 miles from Shelburne, VT)
- 24 days ago
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Four Points...
Financial Advisor - NorthCountry Federal Credit Union
- South Burlington, VT (4 miles from Shelburne, VT)
- 45+ days ago
- South Burlington, VT (4 miles from Shelburne, VT)
- 45+ days ago
Credit Union Financial Advisor - NorthCountry Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial...
Private Client Banker - Williston Branch
- Williston, VT (7 miles from Shelburne, VT)
- 30+ days ago
- Williston, VT (7 miles from Shelburne, VT)
- 30+ days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Demographic Data for Shelburne, VT
Moving to Shelburne, VT? Find some basic demographic data about Shelburne, VT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Shelburne, VT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Shelburne, VT 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
- Mortgage Lending
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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