Personal Banker Jobs in Westerly, RI
- Edward Jones
- East Lyme, CT (22 miles from Westerly, RI)
- 3 days ago
- East Lyme, CT (22 miles from Westerly, RI)
- 3 days ago
This job posting is anticipated to remain open for 30 days, from 04-Feb-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
In PersonFinancial Advisor Coordinator - Charter Oak Federal Credit Union (Waterford, CT) on-site
- TruStage
- Waterford, CT (18 miles from Westerly, RI)
- 9 days ago
- Waterford, CT (18 miles from Westerly, RI)
- 9 days ago
Management Solutions program to Credit Union employees and members, as well as performing administrative functions in support of the Wealth Management Solutions program....
In Person- First Command Financial Services, Inc.
- New London, CT (15 miles from Westerly, RI)
- 90+ days ago
- New London, CT (15 miles from Westerly, RI)
- 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...
In PersonDemographic Data for Westerly, RI
Moving to Westerly, RI? Find some basic demographic data about Westerly, RI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Westerly, RI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Westerly, 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
- Asset Allocation
- Dodd-Frank
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- Mutual Funds
- Consumer Lending
- Annuities
- Retail Banking
- Account Maintenance
- Wealth Management
- Securities and Exchange Commission
- Cross Selling
- Client Relationships
- Lending
- Investment Management
- Mortgage Processing
- Fraud Investigation
- Financial Planning
- Financial Services
- Prospecting
- Client Services
- Customer Satisfaction
- Acquisitions
- Notary Public
- Strategy Development
- Risk Management
- Referrals
- Retail
- Relationship Management
- Networking
- High School Diploma
- Customer Relations
- Written Communication
- Business Development
- Military Background
- Reporting
- Coaching
- Employee Development
- Policy Development
- Flexibility
- Sales
- Regulations
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
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