Personal Banker Jobs in Norwood, 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 - Certification Provided
- North Attleboro, MA (16 miles from Norwood, MA)
- 4 days ago
- North Attleboro, MA (16 miles from Norwood, MA)
- 4 days 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...
Personal Financial Representative-MA
- Sudbury, MA (18 miles from Norwood, MA)
- 16 hours ago
- Sudbury, MA (18 miles from Norwood, MA)
- 16 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 WorkHealth Solutions Client Relationship Manager
- Boston, MA (13 miles from Norwood, MA)
- 3 days ago
- Boston, MA (13 miles from Norwood, MA)
- 3 days 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 (10 miles from Norwood, MA)
- 3 days ago
- Brookline, MA (10 miles from Norwood, MA)
- 3 days 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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- Cumberland, RI (19 miles from Norwood, MA)
- 4 days ago
- Cumberland, RI (19 miles from Norwood, MA)
- 4 days ago
Qualifications: Bachelor's degree (preferred). 3-5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients....
Client Relationship Manager - PAACCTMGT-Q2-R2
- Braintree, MA (9 miles from Norwood, MA)
- 5 days ago
- Braintree, MA (9 miles from Norwood, MA)
- 5 days ago
SS&C GIDS serves the alternative investments, asset and wealth management, banking and lending, insurance, and real estate industries....
Custody Client Service Consultant
- Boston, MA (13 miles from Norwood, MA)
- 10 days ago
- Boston, MA (13 miles from Norwood, 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...
Financial Advisor Hanscom Federal Credit Union
- Bedford, MA (22 miles from Norwood, MA)
- 10 days ago
- Bedford, MA (22 miles from Norwood, MA)
- 10 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...
Personal Banker South Boston Branch
- Boston, MA (13 miles from Norwood, MA)
- 13 days ago
- Boston, MA (13 miles from Norwood, MA)
- 13 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 (13 miles from Norwood, MA)
- 14 days ago
- Boston, MA (13 miles from Norwood, MA)
- 14 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 (18 miles from Norwood, MA)
- 15 days ago
- Winchester, MA (18 miles from Norwood, MA)
- 15 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 (21 miles from Norwood, MA)
- 16 days ago
- Woburn, MA (21 miles from Norwood, MA)
- 16 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....
Client Relationship Manager - Life Sciences -Boston, MA
- Boston, MA (13 miles from Norwood, MA)
- 16 days ago
- Boston, MA (13 miles from Norwood, MA)
- 16 days ago
Client Relationship Manager - Life Sciences Location: Boston, MA Overview Client Relationship Managers are key contributors to the commercial side of Cognizant's IT and Consulting Business. They...
- Framingham, MA (15 miles from Norwood, MA)
- 18 days ago
- Framingham, MA (15 miles from Norwood, MA)
- 18 days ago
As a Personal Banker, within PNC's Metro Market, Boston Region, you will be based in Framingham, MA....
Private Client Banker- Metro Central Area
- Brookline, MA (10 miles from Norwood, MA)
- 19 days ago
- Brookline, MA (10 miles from Norwood, MA)
- 19 days ago
JobID: 210618901 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-04-21T13:44:16+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
Demographic Data for Norwood, MA
Moving to Norwood, MA? Find some basic demographic data about Norwood, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Norwood, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Norwood, 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
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- 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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