Personal Banker Jobs in Ludlow, 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.
Financial Advisor - OakStar Bank & Trust
- Springfield, MA (9 miles from Ludlow, MA)
- 4 days ago
- Springfield, MA (9 miles from Ludlow, MA)
- 4 days ago
Bank Financial Advisor - OakStar Bank & Trust Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients....
- Springfield, MA (9 miles from Ludlow, MA)
- 16 days ago
- Springfield, MA (9 miles from Ludlow, MA)
- 16 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
- Springfield, MA (9 miles from Ludlow, MA)
- 26 days ago
- Springfield, MA (9 miles from Ludlow, MA)
- 26 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
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Licensed Private Client Banker - Park Tower Branch
- West Springfield, MA (10 miles from Ludlow, MA)
- 60+ days ago
- West Springfield, MA (10 miles from Ludlow, MA)
- 60+ 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 (15 miles from Ludlow, MA)
- 90+ days ago
- Enfield, CT (15 miles from Ludlow, MA)
- 90+ 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...
Affluent Market Financial Advisor(Draw Salary plus Commission)
- Holyoke, MA (9 miles from Ludlow, MA)
- 90+ days ago
- Holyoke, MA (9 miles from Ludlow, MA)
- 90+ days ago
Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from mass...
Demographic Data for Ludlow, MA
Moving to Ludlow, MA? Find some basic demographic data about Ludlow, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Ludlow, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Ludlow, 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
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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