Personal Banker Jobs in Longmeadow, 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.
Leave Solutions Client Relationship Manager
- Hartford, CT (19 miles from Longmeadow, MA)
- 13 hours ago
- Hartford, CT (19 miles from Longmeadow, MA)
- 13 hours ago
Together we fight for everyones opportunity for a better financial future. We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand up...
Vice President, Financial Advisor (Partner Programs)
- Hartford, CT (19 miles from Longmeadow, MA)
- 1 day ago
- Hartford, CT (19 miles from Longmeadow, MA)
- 1 day ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of...
Remote Work- Bloomfield, CT (16 miles from Longmeadow, MA)
- 12 days ago
- Bloomfield, CT (16 miles from Longmeadow, MA)
- 12 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....
Financial Advisor - Palmer, MA - Market 13, Region 277
- Palmer, MA (16 miles from Longmeadow, MA)
- 12 days ago
- Palmer, MA (16 miles from Longmeadow, MA)
- 12 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...
Financial Advisor - Deming & Hale, CT
- Manchester, CT (20 miles from Longmeadow, MA)
- 22 days ago
- Manchester, CT (20 miles from Longmeadow, MA)
- 22 days ago
Work Location: Manchester, Connecticut, United States of America Hours: 40 Pay Details: $90,000 - $90,000 USD TD is committed to providing fair and equitable compensation opportunities to all...
- Hartford, CT (19 miles from Longmeadow, MA)
- 28 days ago
- Hartford, CT (19 miles from Longmeadow, MA)
- 28 days ago
About Cognizant Cognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the digital era. Our industry-based, consultative...
Licensed Private Client Banker
- Enfield, CT (4 miles from Longmeadow, MA)
- 30+ days ago
- Enfield, CT (4 miles from Longmeadow, MA)
- 30+ days ago
Location: 73 Hazard Avenue - Enfield, Connecticut 06082 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Licensed Private Client Banker - Coventry Branch
- Coventry, CT (22 miles from Longmeadow, MA)
- 30+ days ago
- Coventry, CT (22 miles from Longmeadow, MA)
- 30+ days ago
Location: 3534 Main Street - Coventry, Connecticut 06238 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Licensed Private Client Banker - Downtown Hartford
- Hartford, CT (19 miles from Longmeadow, MA)
- 30+ days ago
- Hartford, CT (19 miles from Longmeadow, MA)
- 30+ days ago
Location: 225 Trumbull Street - Hartford, Connecticut 06103 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Licensed Private Client Banker - Park Tower Branch
- West Springfield, MA (6 miles from Longmeadow, MA)
- 30+ days ago
- West Springfield, MA (6 miles from Longmeadow, MA)
- 30+ days ago
Location: 225 Park Avenue - West Springfield, Massachusetts 01089 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The...
Licensed Private Client Banker - Enfield Branch
- Enfield, CT (4 miles from Longmeadow, MA)
- 30+ days ago
- Enfield, CT (4 miles from Longmeadow, MA)
- 30+ days ago
Location: 73 Hazard Avenue - Enfield, Connecticut 06082 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Financial Advisor: Springfield, MA
- Springfield, MA (3 miles from Longmeadow, MA)
- 30+ days ago
- Springfield, MA (3 miles from Longmeadow, MA)
- 30+ days ago
Financial Advisor: Springfield, MA locations MA - Springfield time type Full time posted on Posted Today job requisition id JR2500173 We're passionate about excellence. Corebridge Financial...
Remote WorkFinancial Advisor - OakStar Bank
- Springfield, MA (3 miles from Longmeadow, MA)
- 30+ days ago
- Springfield, MA (3 miles from Longmeadow, MA)
- 30+ days ago
Financial Advisor - OakStar Bank Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment...
- Springfield, MA (3 miles from Longmeadow, MA)
- 45+ days ago
- Springfield, MA (3 miles from Longmeadow, MA)
- 45+ days ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
Financial Advisor - Springfield, MA
- Springfield, MA (3 miles from Longmeadow, MA)
- 45+ days ago
- Springfield, MA (3 miles from Longmeadow, MA)
- 45+ days ago
Work Location: Springfield, Massachusetts, United States of America Hours: 40 Pay Details: $90,000 - $90,000 USD TD is committed to providing fair and equitable compensation opportunities to all...
Demographic Data for Longmeadow, MA
Moving to Longmeadow, MA? Find some basic demographic data about Longmeadow, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Longmeadow, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Longmeadow, 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
Other Career Titles
Here are some other career titles that require similar skills
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