Personal Banker Jobs in South Burlington, 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 Banker - Williston Branch
- Williston, VT (5 miles from South Burlington, VT)
- 2 days ago
- Williston, VT (5 miles from South Burlington, VT)
- 2 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...
Financial Advisor - NorthCountry Federal Credit Union
- South Burlington, VT
- 9 days ago
- South Burlington, VT
- 9 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...
- Essex, VT (7 miles from South Burlington, VT)
- 24 days ago
- Essex, VT (7 miles from South Burlington, VT)
- 24 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Essex Junction, VT (7 miles from South Burlington, VT)
- 27 days ago
- Essex Junction, VT (7 miles from South Burlington, VT)
- 27 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Private Client Financial Advisor
- Essex Junction, VT (7 miles from South Burlington, VT)
- 90+ days ago
- Essex Junction, VT (7 miles from South Burlington, VT)
- 90+ days ago
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough...
Private Client Financial Advisor
- Burlington, VT (3 miles from South Burlington, VT)
- 90+ days ago
- Burlington, VT (3 miles from South Burlington, VT)
- 90+ days ago
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough...
Demographic Data for South Burlington, VT
Moving to South Burlington, VT? Find some basic demographic data about South Burlington, VT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in South Burlington, VT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in South Burlington, 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
- 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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