Personal Banker Jobs in Taunton, 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.
- Attleboro, MA (9 miles from Taunton, MA)
- 7 hours ago
- Attleboro, MA (9 miles from Taunton, MA)
- 7 hours ago
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
Financial Advisor - Quincy, MA
- Quincy, MA (23 miles from Taunton, MA)
- 2 days ago
- Quincy, MA (23 miles from Taunton, MA)
- 2 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...
Private Client Banker- Westwood High St
- Westwood, MA (21 miles from Taunton, MA)
- 3 days ago
- Westwood, MA (21 miles from Taunton, MA)
- 3 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...
Senior Personal Banking Advisor
- Braintree, MA (21 miles from Taunton, MA)
- 5 days ago
- Braintree, MA (21 miles from Taunton, MA)
- 5 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,...
Private Client Relationship Manager
- Franklin, MA (19 miles from Taunton, MA)
- 9 days ago
- Franklin, MA (19 miles from Taunton, MA)
- 9 days ago
Description AtCitizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguishedclient-centric culture, having a mindset ofcontinuous...
Financial Advisor - Paid Training Provided
- East Providence, RI (14 miles from Taunton, MA)
- 9 days ago
- East Providence, RI (14 miles from Taunton, MA)
- 9 days ago
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
Financial Advisor - Certification Provided
- Bristol, RI (17 miles from Taunton, MA)
- 9 days ago
- Bristol, RI (17 miles from Taunton, MA)
- 9 days ago
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
Private Client Banker (New Build) Bridgewater
- Bridgewater, MA (8 miles from Taunton, MA)
- 16 days ago
- Bridgewater, MA (8 miles from Taunton, MA)
- 16 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...
- Westwood, MA (21 miles from Taunton, MA)
- 17 days ago
- Westwood, MA (21 miles from Taunton, MA)
- 17 days ago
Proficiently perform teller function processing transactions with accuracy and balance according to the Banks standards, procedures and policies. Broaden customer relationships by providing...
Financial Advisor - Providence, RI
- Providence, RI (16 miles from Taunton, MA)
- 30+ days ago
- Providence, RI (16 miles from Taunton, MA)
- 30+ days ago
Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them...
- Hingham, MA (21 miles from Taunton, MA)
- 30+ days ago
- Hingham, MA (21 miles from Taunton, MA)
- 30+ 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,...
- North Dartmouth, MA (18 miles from Taunton, MA)
- 30+ days ago
- North Dartmouth, MA (18 miles from Taunton, MA)
- 30+ 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 Financial Advisor - Westwood, MA
- Westwood, MA (21 miles from Taunton, MA)
- 45+ days ago
- Westwood, MA (21 miles from Taunton, MA)
- 45+ 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...
Financial Advisor - Financial Firm - Hingham, MA
- Hingham, MA (21 miles from Taunton, MA)
- 60+ days ago
- Hingham, MA (21 miles from Taunton, MA)
- 60+ 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,...
Private Client Relationship Manager
- Norwood, MA (19 miles from Taunton, MA)
- 60+ days ago
- Norwood, MA (19 miles from Taunton, MA)
- 60+ days ago
Description AtCitizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguishedclient-centric culture, having a mindset ofcontinuous...
Demographic Data for Taunton, MA
Moving to Taunton, MA? Find some basic demographic data about Taunton, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Taunton, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Taunton, 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
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