Personal Banker Jobs in Malden, 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 ( Hybrid ) $75,000.00 & Production Bonus
- CarrThaxton Financial Group,LLC
- Westford, MA (22 miles from Malden, MA)
- 7 days ago
- CarrThaxton Financial Group,LLC
- Westford, MA (22 miles from Malden, MA)
- 7 days ago
Financial Advisor Are you dedicated to assisting families in achieving financial independence and securing a prosperous future for their loved ones? CarrThaxton Financial Group, LLC seeks a...
Personal Financial Representative-MA
- Sudbury, MA (19 miles from Malden, MA)
- 5 hours ago
- Sudbury, MA (19 miles from Malden, MA)
- 5 hours ago
Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility, and access to new customers....
Remote WorkConsultative Financial Advisor Training Provided
- Boston, MA (5 miles from Malden, MA)
- 1 day ago
- Boston, MA (5 miles from Malden, MA)
- 1 day ago
Find jobs SEARCH Enter anybination of title, description,pany name and location to find jobs.
Financial Advisor Training Provided
- Middleton, MA (11 miles from Malden, MA)
- 1 day ago
- Middleton, MA (11 miles from Malden, MA)
- 1 day ago
Find jobs SEARCH Enter anybination of title, description,pany name and location to find jobs.
- Burlington, MA (9 miles from Malden, MA)
- 2 days ago
- Burlington, MA (9 miles from Malden, MA)
- 2 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Merrill Team Financial Advisor
- Boston, MA (5 miles from Malden, MA)
- 2 days ago
- Boston, MA (5 miles from Malden, MA)
- 2 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
- Marblehead, MA (10 miles from Malden, MA)
- 3 days ago
- Marblehead, MA (10 miles from Malden, MA)
- 3 days 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...
Financial Advisor - Quincy, MA
- Quincy, MA (13 miles from Malden, MA)
- 4 days ago
- Quincy, MA (13 miles from Malden, MA)
- 4 days ago
Work Location: Quincy, Massachusetts, United States of America Hours: 40 Pay Details: $100,000 - $100,000 USD TD is committed to providing fair and equitable compensation opportunities to all...
- Chelmsford, MA (18 miles from Malden, MA)
- 4 days ago
- Chelmsford, MA (18 miles from Malden, MA)
- 4 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 Banker- Westwood High St
- Westwood, MA (16 miles from Malden, MA)
- 5 days ago
- Westwood, MA (16 miles from Malden, MA)
- 5 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...
- Wellesley, MA (14 miles from Malden, MA)
- 5 days ago
- Wellesley, MA (14 miles from Malden, MA)
- 5 days ago
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross...
Private Client Financial Advisor
- Burlington, MA (9 miles from Malden, MA)
- 5 days ago
- Burlington, MA (9 miles from Malden, MA)
- 5 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...
Senior Personal Banking Advisor
- Braintree, MA (16 miles from Malden, MA)
- 7 days ago
- Braintree, MA (16 miles from Malden, MA)
- 7 days ago
Senior Personal Banking Advisor Senior Personal Banking Advisor Braintree, MA Retail Job Type Full-time Description Join the Bank that shares success with others! As a locally managed mutual bank,...
- Andover, MA (16 miles from Malden, MA)
- 10 days ago
- Andover, MA (16 miles from Malden, MA)
- 10 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...
Custody, Client Service, Consultant
- Boston, MA (5 miles from Malden, MA)
- 10 days ago
- Boston, MA (5 miles from Malden, MA)
- 10 days ago
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud...
Demographic Data for Malden, MA
Moving to Malden, MA? Find some basic demographic data about Malden, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Malden, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Malden, 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
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »