Personal Banker Jobs in Georgetown, MA
A Personal Banker is a professional who assists clients with their financial objectives, providing them with a range of banking services such as managing bank accounts, providing information on the bank's products and services, offering financial advice, and helping with transactions such as loans and credits. They act as a liaison between the bank and its customers, focusing on building and maintaining relationships to ensure customer satisfaction and loyalty. Their main objective is to help customers understand their financial options and make the best decisions for their financial wellbeing.
Important skills a Personal Banker should possess include excellent customer service skills, strong communication, mathematical proficiency, attention to detail, and problem-solving abilities. They should have a deep understanding of financial products and services. Along with this, they must have a certain level of sales skills to cross-sell and upsell banking products. In most cases, a bachelor's degree in finance, business, or related field is required. Some banks may require certification such as Certified Personal Banker (CPB) conferred by the American Bankers Association. Prior to becoming a Personal Banker, individuals might have held positions such as Bank Teller, Customer Service Representative, or Financial Analyst.
- Burlington, MA (18 miles from Georgetown, MA)
- 14 hours ago
- Burlington, MA (18 miles from Georgetown, MA)
- 14 hours ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Marblehead, MA (16 miles from Georgetown, MA)
- 1 day ago
- Marblehead, MA (16 miles from Georgetown, MA)
- 1 day ago
We are an established wealth management firm based in Marblehead, specializing in financial planning and legacy planning for high-income earners, high-net-worth individuals, and their families. We...
- Chelmsford, MA (21 miles from Georgetown, MA)
- 2 days ago
- Chelmsford, MA (21 miles from Georgetown, MA)
- 2 days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
Private Client Financial Advisor
- Burlington, MA (18 miles from Georgetown, MA)
- 3 days ago
- Burlington, MA (18 miles from Georgetown, MA)
- 3 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...
Financial Advisor - Certification Provided
- Arlington, MA (23 miles from Georgetown, MA)
- 7 days ago
- Arlington, MA (23 miles from Georgetown, MA)
- 7 days ago
Job 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 achieve their...
- Andover, MA (10 miles from Georgetown, MA)
- 8 days ago
- Andover, MA (10 miles from Georgetown, MA)
- 8 days ago
Title: Financial Advisor Location: North of Boston, MA (Andover, MA or Manchester, NH) Our client, a well-established and growing financial services firm north of Boston, is seeking an experienced...
- Woburn, MA (18 miles from Georgetown, MA)
- 24 days ago
- Woburn, MA (18 miles from Georgetown, MA)
- 24 days ago
Associate Financial Advisor Location: Woburn, MA We are seeking a dedicated and motivated Associate Financial Advisor with 1-2 years of experience to join our dynamic team. About Us: Our client is...
Private Client Banker (New Build) Wilmington Main St
- Wilmington, MA (14 miles from Georgetown, MA)
- 30+ days ago
- Wilmington, MA (14 miles from Georgetown, MA)
- 30+ days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Private Client Banker (New Build) Medford High Street
- Medford, MA (23 miles from Georgetown, MA)
- 30+ days ago
- Medford, MA (23 miles from Georgetown, MA)
- 30+ days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
- Hampstead, NH (14 miles from Georgetown, MA)
- 30+ days ago
- Hampstead, NH (14 miles from Georgetown, MA)
- 30+ days ago
If youre looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial...
- Burlington, MA (18 miles from Georgetown, MA)
- 60+ days ago
- Burlington, MA (18 miles from Georgetown, MA)
- 60+ 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...
Private Client Financial Advisor
- Saugus, MA (17 miles from Georgetown, MA)
- 60+ days ago
- Saugus, MA (17 miles from Georgetown, MA)
- 60+ 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...
Demographic Data for Georgetown, MA
Moving to Georgetown, MA? Find some basic demographic data about Georgetown, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Georgetown, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Georgetown, MA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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