Personal Banker Jobs in Old Lyme, CT
- Mystic, CT (19 miles from Old Lyme, CT)
- 14 days ago
- Mystic, CT (19 miles from Old Lyme, CT)
- 14 days ago
Our firm and partner Coastal Wealth Management is a private wealth advisory firm based in Mystic CT with a sister office in Glastonbury CT and additional offices in Warwick RI and Pensacola FL. We...
Bilingual Personal Banker Middletown Meriden East North Colony
- Middletown, CT (20 miles from Old Lyme, CT)
- 23 days ago
- Middletown, CT (20 miles from Old Lyme, CT)
- 23 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- New London, CT (12 miles from Old Lyme, CT)
- 26 days ago
- New London, CT (12 miles from Old Lyme, CT)
- 26 days ago
Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our...
Licensed Private Client Banker
- Willimantic, CT (24 miles from Old Lyme, CT)
- 90+ days ago
- Willimantic, CT (24 miles from Old Lyme, CT)
- 90+ days ago
ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending...
Private Client Financial Advisor - Old Lyme, CT
- Clinton, CT (10 miles from Old Lyme, CT)
- 90+ days ago
- Clinton, CT (10 miles from Old Lyme, CT)
- 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...
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 Old Lyme, CT
Moving to Old Lyme, CT? Find some basic demographic data about Old Lyme, CT below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Old Lyme, CT
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Old Lyme, 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
- Account Opening
- Dodd-Frank
- Asset Allocation
- Commercial Banking
- Mutual Funds
- Retail Banking
- Account Maintenance
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- BSA
- Consumer Lending
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Fraud Investigation
- Financial Planning
- Financial Services
- Consultative Sales
- Customer Satisfaction
- Notary Public
- Cash Handling
- Referrals
- Closing
- Risk Management
- Inbound/Outbound Calling
- Retail
- Relationship Management
- High School Diploma
- Written Communication
- Business Development
- Military Background
- Customer Relations
- Math
- Friendliness
- Reporting
- Telephone Skills
- Flexibility
- Policy Development
- Coaching
- Regulations
- Sales
- Organization
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
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