Personal Banker Jobs in Lebanon, CT
Financial Advisor - Career Change Opportunity
- Mystic, CT (22 miles from Lebanon, CT)
- 4 days ago
- Mystic, CT (22 miles from Lebanon, CT)
- 4 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 28-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Hartford, CT (23 miles from Lebanon, CT)
- 5 days ago
- Hartford, CT (23 miles from Lebanon, CT)
- 5 days ago
Client Relationship Manager - SA08AE Were determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every...
- Vernon Rockville, CT (18 miles from Lebanon, CT)
- 5 days ago
- Vernon Rockville, CT (18 miles from Lebanon, CT)
- 5 days ago
This job posting is anticipated to remain open for 30 days, from 28-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Senior Financial Advisor & Planner - Wealth Management/Personal Strategy
- Hartford, CT (23 miles from Lebanon, CT)
- 8 days ago
- Hartford, CT (23 miles from Lebanon, CT)
- 8 days ago
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid...
Financial Advisor II Southwest Health Plans
- Hartford, CT (23 miles from Lebanon, CT)
- 11 days ago
- Hartford, CT (23 miles from Lebanon, CT)
- 11 days ago
About Us** Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in...
Private Client Financial Advisor - Poughkeepsie, NY
- Middletown, CT (21 miles from Lebanon, CT)
- 12 days ago
- Middletown, CT (21 miles from Lebanon, CT)
- 12 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Client Relationship Manager - Hartford, CT
- Hartford, CT (23 miles from Lebanon, CT)
- 16 days ago
- Hartford, CT (23 miles from Lebanon, CT)
- 16 days ago
About Cognizant Cognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the digital era. Our industry-based, consultative...
Private Client Financial Advisor - Old Lyme, CT
- Old Lyme, CT (19 miles from Lebanon, CT)
- 24 days ago
- Old Lyme, CT (19 miles from Lebanon, CT)
- 24 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Client Relationship Manager (Hybrid - Flexible Options)
- South Windsor, CT (22 miles from Lebanon, CT)
- 30+ days ago
- South Windsor, CT (22 miles from Lebanon, CT)
- 30+ days ago
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join...
Licensed Private Client Banker
- Coventry, CT (11 miles from Lebanon, CT)
- 45+ days ago
- Coventry, CT (11 miles from Lebanon, CT)
- 45+ days ago
Location: 3534 Main Street - Coventry, Connecticut 06238 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Financial Advisor Waterford, CT Market 13, Region 330
- Waterford, CT (19 miles from Lebanon, CT)
- 90+ days ago
- Waterford, CT (19 miles from Lebanon, CT)
- 90+ 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 9 million clients and 20,000 financial advisors across...
- Norwich, CT (9 miles from Lebanon, CT)
- 60+ days ago
- Norwich, CT (9 miles from Lebanon, CT)
- 60+ days ago
management, comprehensive financial planning, and advisory services....
Financial Advisor/Tax Preparer
- Norwich, CT (9 miles from Lebanon, CT)
- 90+ days ago
- Norwich, CT (9 miles from Lebanon, CT)
- 90+ days ago
management....
Licensed Private Client Banker - Downtown Hartford
- Hartford, CT (23 miles from Lebanon, CT)
- 90+ days ago
- Hartford, CT (23 miles from Lebanon, CT)
- 90+ days ago
Location: 225 Trumbull Street - Hartford, Connecticut 06103 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
- New London, CT (20 miles from Lebanon, CT)
- 90+ days ago
- New London, CT (20 miles from Lebanon, CT)
- 90+ days ago
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
Demographic Data for Lebanon, CT
Moving to Lebanon, CT? Find some basic demographic data about Lebanon, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lebanon, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lebanon, CT offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Dodd-Frank
- Account Opening
- Asset Allocation
- BSA
- Nationwide Mortgage Licensing System & Registry
- Private Banking
- Retail Banking
- Consumer Lending
- Account Maintenance
- Annuities
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Financial Services
- Financial Planning
- Fraud Investigation
- Compensation and Benefits
- Notary Public
- Customer Satisfaction
- Cash Handling
- Referrals
- Risk Management
- Inbound/Outbound Calling
- Relationship Management
- Customer Relations
- Retail
- High School Diploma
- Military Background
- Written Communication
- Negotiation
- Business Development
- Telephone Skills
- Coaching
- Flexibility
- Employee Development
- Reporting
- Regulations
- Sales
- Problem Solving
- Policy Development
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills