Personal Banker
Jobtailor
Responsibilities Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals Support everyday banking needs, including new account openings, service requests, and credit applications Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs Deliver accurate, compliant service while exercising sound judgement within defined risk controls Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise Requirements 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Bilingual speaking and listening proficiency in Spanish/English Soft Skills Proactive Communication Sound Judgement Collaboration #J-18808-Ljbffr
$20.67 per hour
...Wethersfield Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial...SuggestedHourly payFull timeWork experience placementDay shift- ...Webster Financial Corporation is hiring a Banking Center Relationship Banker I in Newington, CT. You will assist customers with financial needs, process teller transactions, and support sales and service objectives across the banking center. The role emphasizes relationship...Suggested
- ...The Personal Banker II serves as the first point of contact for financial customers and prospects by providing a wide variety of banking services to both consumer and business customers. The Personal Banker II performs transactions, account management and offers appropriate...SuggestedFull timePart timeFlexible hours
- ...relationships with our customers. This position services existing customers and assists customers with transactions. As part of a team, Personal Bankers will play a vital role in living our commitment to the highest ethical standards and maintain the values trusted by our...SuggestedBank staffLocal areaNight shift
- ...Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goal Relationship Banker, Banking, Relationship, Banker, Operations, Customer Service...Suggested
- ...Centreville Bank is seeking a Banker to deliver exceptional customer service at its Connecticut branch. Responsibilities include assisting with account openings, preparing loan applications, and cross-selling banking products. Preferred candidates will have a high school...
$18.5 - $23 per hour
## Banking Center Relationship Banker 1Applylocations: Newington, CTtime type: Full timeposted on: Posted Todayjob requisition id: R26\_0000000584If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put...Flexible hoursWeekend work$22.61 - $37.67 per hour
Overview Identifies customers' needs through the bank’s retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner. Specializes in our branch...Hourly pay- ...and present suitable products. The role requires willingness to travel to banking centers within the region, provide coaching to fellow bankers, and maintain compliance with bank policies; a path to grow within a collaborative, community-focused team. #J-18808-Ljbffr...
$25 - $38.46 per hour
...and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus... ...and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Listen for clues for financial...Hourly payWork experience placementDay shift- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking...Temporary workWork experience placementLocal area
$22.61 - $37.67 per hour
## Relationship Banker - South Windsor, CTApplyremote type: Onsite Positionlocations: South Windsor, CTtime type: Full timeposted on: Posted Todayjob requisition id: R86734# **Overview:**Identifies customers' needs through the bank’s retail sales process to provide proactive...Hourly pay$18.5 - $23 per hour
If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial...Flexible hoursWeekend work$1,000 per month
...collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full‑time Financial...Full timeInternshipLocal areaFlexible hours- Northwestern Mutual is seeking College Financial Representatives for their internship program in West Hartford, CT. This role prepares candidates for a career in financial planning, providing guidance to develop business strategies and build client relationships. Interns...Internship
$55k - $130k
Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready to scale—not settle. We deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful...Flexible hours$65k - $80k
This position provides comprehensive advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients...Temporary workMonday to FridayShift workDay shift$61k - $119k
...your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve...Work at office$55k - $75k
...Responsibilities Guide clients through financial planning processes, ensuring they feel confident and informed every step of the way. Develop personalized financial strategies that align with clients’ unique goals and life stages. Build and nurture long‑term relationships with...- The Opportunity A well-established, planning-led fee-based RIA is hiring a Financial Advisor for its Connecticut offices (Farmington). This role is ideal for a motivated advisor who thrives in a relationship-based environment and enjoys both servicing existing clients ...Work at officeLocal area
$85.47k
...rigorous programs. Our learning environments transform students and facilitate an ever-increasing number of individuals to achieve their personal and career goals. CSCU Vision: The Connecticut State Colleges and Universities will build on its long and successful history by...Full timeSummer workLive inWork at officeImmediate start- ...at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their...Work at officeWork from homeVisa sponsorshipFlexible hours
- Bank of America’s Merrill Wealth Management division is seeking a Financial Advisor within the Advisor Development Program to serve high‑net‑worth clients, identify needs, and deliver tailored investment guidance. You will be mentored by Merrill teams to promote portfolio...
$110k - $130k
1 week ago Be among the first 25 applicants Base pay range $110,000.00/yr - $130,000.00/yr Additional compensation types Annual Bonus Financial Planner - Hybrid schedule: only 1–2 days in-office Boutique, fast-growing RIA in Fairfield, CT seeks a CFP-level Financial Planner...Full timeWork at officeRemote work$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area- Are you looking to grow and be part of a successful team? Are you driven, self-motivated, and customer-focused? Do you want to have the opportunity to meet one-on-one with prospects that are generated from our marketing activities, which include workshops, TV, podcast,...Work at officeWeekday work
$80k - $85k
...sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process. #J-18808-Ljbffr...Work at officeLocal area$25 - $27.88 per hour
About Bank of America At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- M&T Bank in South Windsor is looking for a proactive individual to identify customer needs and provide basic sales solutions while establishing trust and rapport. This role involves managing customer outreach and ensuring excellent service for retail and business clients...
$18.5 - $23 per hour
...Relationship Banker II If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial...Flexible hoursWeekend work
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