Personal Banker Jobs in Plympton, 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.
De Novo Personal Banker I - Bethany Village (Milton, GA)
- Milton, MA (23 miles from Plympton, MA)
- 3 days ago
- Milton, MA (23 miles from Plympton, MA)
- 3 days ago
Banker job family....
Private Client Relationship Manager
- Quincy, MA (21 miles from Plympton, MA)
- 9 days ago
- Quincy, MA (21 miles from Plympton, MA)
- 9 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
- Braintree, MA (18 miles from Plympton, MA)
- 9 days ago
- Braintree, MA (18 miles from Plympton, MA)
- 9 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....
Personal Banker II - Bethany Village (Milton, GA)
- Milton, MA (23 miles from Plympton, MA)
- 10 days ago
- Milton, MA (23 miles from Plympton, MA)
- 10 days ago
Banker job family....
Sr. Private Client Relationship Manager
- Randolph, MA (18 miles from Plympton, MA)
- 11 days ago
- Randolph, MA (18 miles from Plympton, MA)
- 11 days ago
Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity,...
Retail Personal Banker I - Norwood FC
- Norwood, MA (24 miles from Plympton, MA)
- 16 days ago
- Norwood, MA (24 miles from Plympton, MA)
- 16 days ago
GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers....
Financial Advisor - Certification Provided
- Attleboro, MA (24 miles from Plympton, MA)
- 18 days ago
- Attleboro, MA (24 miles from Plympton, MA)
- 18 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 02-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Senior Personal Banking Advisor
- Brockton, MA (13 miles from Plympton, MA)
- 30+ days ago
- Brockton, MA (13 miles from Plympton, MA)
- 30+ days ago
Senior Personal Banking Advisor Senior Personal Banking Advisor Brockton, MA Retail Job Type Full-time Description Join the Bank that shares success with others! As a locally managed mutual bank,...
Financial Advisor - Financial Firm - Hingham, MA
- Hingham, MA (14 miles from Plympton, MA)
- 90+ days ago
- Hingham, MA (14 miles from Plympton, MA)
- 90+ days ago
Financial Advisor Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients,...
Demographic Data for Plympton, MA
Moving to Plympton, MA? Find some basic demographic data about Plympton, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Plympton, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Plympton, 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
- Mortgage Lending
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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