Personal Banker Jobs in Milton, 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 - Career Change Opportunity
- Wilmington, MA (23 miles from Milton, MA)
- 7 days ago
- Wilmington, MA (23 miles from Milton, MA)
- 7 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 29-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Advisor - Certification Provided
- North Attleboro, MA (22 miles from Milton, MA)
- 1 day ago
- North Attleboro, MA (22 miles from Milton, MA)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 06-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Health Solutions Client Relationship Manager
- Boston, MA (8 miles from Milton, MA)
- 1 hour ago
- Boston, MA (8 miles from Milton, MA)
- 1 hour ago
Together we fight for everyone's 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...
Personal Banking Representative - Coolidge Corner
- Brookline, MA (6 miles from Milton, MA)
- 2 hours ago
- Brookline, MA (6 miles from Milton, MA)
- 2 hours ago
Possess good working knowledge of all consumer-lending products. Interview consumer loan applicants. Submit and close consumer and equity loans. Basic knowledge of small business lending products....
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Client Relationship Manager - PAACCTMGT-Q2-R2
- Braintree, MA (4 miles from Milton, MA)
- 2 days ago
- Braintree, MA (4 miles from Milton, MA)
- 2 days ago
SS&C GIDS serves the alternative investments, asset and wealth management, banking and lending, insurance, and real estate industries....
Client Relationship Manager--Southeast
- Salem, MA (20 miles from Milton, MA)
- 5 days ago
- Salem, MA (20 miles from Milton, MA)
- 5 days ago
Job Listing ID: 4263783 Job Title: Client Relationship Manager--Southeast Application Deadline: Open Until FilledJob Location: Salem Date Posted: 05/02/2025Hours Worked Per Week: Not Provided...
Custody Client Service Consultant
- Boston, MA (8 miles from Milton, MA)
- 7 days ago
- Boston, MA (8 miles from Milton, MA)
- 7 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...
Financial Advisor Hanscom Federal Credit Union
- Bedford, MA (20 miles from Milton, MA)
- 7 days ago
- Bedford, MA (20 miles from Milton, MA)
- 7 days ago
Credit Union Financial Advisor Hanscom Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial...
Financial Services Officer I-High Street Branch
- Salem, MA (20 miles from Milton, MA)
- 7 days ago
- Salem, MA (20 miles from Milton, MA)
- 7 days ago
Job Listing ID: 4260685 Job Title: Financial Services Officer I-High Street Branch Application Deadline: Open Until FilledJob Location: Salem Date Posted: 04/27/2025Hours Worked Per Week: 40...
- Salem, MA (20 miles from Milton, MA)
- 7 days ago
- Salem, MA (20 miles from Milton, MA)
- 7 days ago
Job Listing ID: 4261162 Job Title: Financial Advisor II Application Deadline: Open Until FilledJob Location: Salem Date Posted: 04/29/2025Hours Worked Per Week: Not Provided Shift: Not Provided...
- Wilmington, MA (23 miles from Milton, MA)
- 9 days ago
- Wilmington, MA (23 miles from Milton, MA)
- 9 days ago
This job posting is anticipated to remain open for 30 days, from 29-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banker South Boston Branch
- Boston, MA (8 miles from Milton, MA)
- 10 days ago
- Boston, MA (8 miles from Milton, MA)
- 10 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....
- Boston, MA (8 miles from Milton, MA)
- 11 days ago
- Boston, MA (8 miles from Milton, MA)
- 11 days ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
Private Client Relationship Manager
- Winchester, MA (14 miles from Milton, MA)
- 12 days ago
- Winchester, MA (14 miles from Milton, MA)
- 12 days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Private Client Relationship Manager
- Woburn, MA (17 miles from Milton, MA)
- 13 days ago
- Woburn, MA (17 miles from Milton, MA)
- 13 days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Demographic Data for Milton, MA
Moving to Milton, MA? Find some basic demographic data about Milton, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Milton, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Milton, 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
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- 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
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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