Personal Banker Jobs in Roxbury Crossing, 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 (24 miles from Roxbury Crossing, MA)
- 12 days ago
- CarrThaxton Financial Group,LLC
- Westford, MA (24 miles from Roxbury Crossing, MA)
- 12 days ago
This full-time, flexible position offers the opportunity to provide clients with personalized financial planning and wealth management services, both in person and remotely....
- Boston, MA (2 miles from Roxbury Crossing, MA)
- 20 hours ago
- Boston, MA (2 miles from Roxbury Crossing, MA)
- 20 hours ago
Key Result Areas: Understands and adheres to all Bank Secrecy Act and Anti-Money Laundering (BSA/AML), regulatory, security, retail banking and bank-wide policies and procedures....
- Newton, MA (4 miles from Roxbury Crossing, MA)
- 1 day ago
- Newton, MA (4 miles from Roxbury Crossing, MA)
- 1 day ago
Key Result Areas: Understands and adheres to all Bank Secrecy Act and Anti-Money Laundering (BSA/AML), regulatory, security, retail banking and bank-wide policies and procedures....
Personal Banker - Central Square
- Cambridge, MA (3 miles from Roxbury Crossing, MA)
- 1 day ago
- Cambridge, MA (3 miles from Roxbury Crossing, MA)
- 1 day ago
Key Result Areas: Understands and adheres to all Bank Secrecy Act and Anti-Money Laundering (BSA/AML), regulatory, security, retail banking and bank-wide policies and procedures....
- Burlington, MA (13 miles from Roxbury Crossing, MA)
- 1 day ago
- Burlington, MA (13 miles from Roxbury Crossing, MA)
- 1 day ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Dedham, MA (7 miles from Roxbury Crossing, MA)
- 2 days ago
- Dedham, MA (7 miles from Roxbury Crossing, MA)
- 2 days ago
As a Personal Banker in a Solution Center Branch, you will strengthen customer relationships with a defined sales process....
De Novo Personal Banker I - Bethany Village (Milton, GA)
- Milton, MA (6 miles from Roxbury Crossing, MA)
- 3 days ago
- Milton, MA (6 miles from Roxbury Crossing, MA)
- 3 days ago
Banker job family....
Personal Banking Representative - Boston, MA
- Boston, MA (2 miles from Roxbury Crossing, MA)
- 4 days ago
- Boston, MA (2 miles from Roxbury Crossing, MA)
- 4 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....
Private Client Banker- Coolidge Corner
- Brookline, MA (1 mile from Roxbury Crossing, MA)
- 4 days ago
- Brookline, MA (1 mile from Roxbury Crossing, MA)
- 4 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...
Financial Advisor - Hybrid (Danvers, MA.)
- Danvers, MA (18 miles from Roxbury Crossing, MA)
- 4 days ago
- Danvers, MA (18 miles from Roxbury Crossing, MA)
- 4 days ago
management including: asset allocation, Financial management and wealth planning Serve as a resource for clients with complex wealth management needs and financial planning solutions Exhibit technical...
Contact Center Personal Banker
- Boston, MA (2 miles from Roxbury Crossing, MA)
- 5 days ago
- Boston, MA (2 miles from Roxbury Crossing, MA)
- 5 days ago
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote WorkPrivate Client Banker- Watertown Mall
- Watertown, MA (5 miles from Roxbury Crossing, MA)
- 6 days ago
- Watertown, MA (5 miles from Roxbury Crossing, MA)
- 6 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...
- Boston, MA (2 miles from Roxbury Crossing, MA)
- 7 days ago
- Boston, MA (2 miles from Roxbury Crossing, MA)
- 7 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
- Boston, MA (2 miles from Roxbury Crossing, MA)
- 7 days ago
- Boston, MA (2 miles from Roxbury Crossing, MA)
- 7 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
Private Client Relationship Manager
- Quincy, MA (7 miles from Roxbury Crossing, MA)
- 9 days ago
- Quincy, MA (7 miles from Roxbury Crossing, 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....
Demographic Data for Roxbury Crossing, MA
Moving to Roxbury Crossing, MA? Find some basic demographic data about Roxbury Crossing, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Roxbury Crossing, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Roxbury Crossing, 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
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- 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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