Personal Banker Jobs in Exeter, RI
- Euclid Financial Services
- Providence, RI (22 miles from Exeter, RI)
- 2 days ago
- Providence, RI (22 miles from Exeter, RI)
- 2 days ago
Euclid Financial Services is New England's go to financial experts. We work with clients in New England and the Midwest, as a leading wealth and insurance advisory firm providing solutions for...
In PersonPersonal Banking Rep (Aquidneck Island)
- Berkshire Bank
- Middletown, RI (19 miles from Exeter, RI)
- 11 days ago
- Middletown, RI (19 miles from Exeter, RI)
- 11 days ago
Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act. Available to work Saturday hours and travel to nearby offices as required....
In PersonPersonal Banking Rep - 181 Bellevue Avenue Newport, RI
- Berkshire Bank
- Newport, RI (17 miles from Exeter, RI)
- 18 days ago
- Newport, RI (17 miles from Exeter, RI)
- 18 days ago
Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act. Available to work Saturday hours and travel to nearby offices as required....
In PersonPrivate Client Relationship Manager
- Citizens Bank
- Warwick, RI (14 miles from Exeter, RI)
- 19 days ago
- Warwick, RI (14 miles from Exeter, RI)
- 19 days ago
Description AtCitizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguishedclient-centric culture, having a mindset ofcontinuous...
In PersonMerrill Experienced Financial Advisor
- Bank of America Corporation
- Providence, RI (22 miles from Exeter, RI)
- 30+ days ago
- Providence, RI (22 miles from Exeter, RI)
- 30+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
In PersonFinancial Advisor - Warwick, NY - Market 13, Region 331
- Edward Jones
- Warwick, RI (14 miles from Exeter, RI)
- 30+ days ago
- Warwick, RI (14 miles from Exeter, RI)
- 30+ days ago
Opportunity Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them...
In PersonPrivate Client Financial Advisor - Johnston, RI
- Citizens Bank
- Johnston, RI (20 miles from Exeter, RI)
- 45+ days ago
- Johnston, RI (20 miles from Exeter, RI)
- 45+ 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...
In PersonMerrill Market Client Relationship Manager
- Bank Of America
- Providence, RI (22 miles from Exeter, RI)
- 60+ days ago
- Providence, RI (22 miles from Exeter, RI)
- 60+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
In PersonFinancial Advisor - Providence, RI
- Thrivent Financial for Lutherans
- Providence, RI (22 miles from Exeter, RI)
- 60+ days ago
- Providence, RI (22 miles from Exeter, RI)
- 60+ days ago
Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts...
In Person- First Command Financial Services, Inc.
- Newport, RI (17 miles from Exeter, RI)
- 90+ days ago
- Newport, RI (17 miles from Exeter, RI)
- 90+ 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...
In PersonDemographic Data for Exeter, RI
Moving to Exeter, RI? Find some basic demographic data about Exeter, RI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Exeter, RI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Exeter, 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
- Private Banking
- Dodd-Frank
- Nationwide Mortgage Licensing System & Registry
- Asset Allocation
- Mutual Funds
- Consumer Lending
- Retail Banking
- Account Maintenance
- Wealth Management
- Investment Banking
- Securities and Exchange Commission
- Cross Selling
- Capital Markets
- Client Relationships
- Lending
- Investment Management
- Mortgage Processing
- Financial Planning
- Financial Services
- Fraud Investigation
- Prospecting
- Compensation and Benefits
- Client Services
- Acquisitions
- Customer Satisfaction
- Notary Public
- Strategy Development
- Referrals
- Risk Management
- Networking
- Relationship Management
- Retail
- High School Diploma
- Written Communication
- Customer Relations
- Military Background
- Reporting
- Coaching
- Employee Development
- Policy Development
- Flexibility
- Regulations
- Sales
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
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