Personal Banker Jobs in Tewksbury, 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 (10 miles from Tewksbury, MA)
- 7 days ago
- CarrThaxton Financial Group,LLC
- Westford, MA (10 miles from Tewksbury, MA)
- 7 days ago
Financial Advisor Are you dedicated to assisting families in achieving financial independence and securing a prosperous future for their loved ones? CarrThaxton Financial Group, LLC seeks a...
Part Time Personal Banker (20hrs)
- Reading, MA (8 miles from Tewksbury, MA)
- 10 hours ago
- Reading, MA (8 miles from Tewksbury, MA)
- 10 hours ago
Personal Banker Skills: Active participation in individual, team, and Bank goals as set forth by branch manager....
Part Time Personal Banker (25hrs)
- Beverly, MA (19 miles from Tewksbury, MA)
- 10 hours ago
- Beverly, MA (19 miles from Tewksbury, MA)
- 10 hours ago
Personal Banker Skills: Active participation in individual, team, and Bank goals as set forth by branch manager....
FT Personal Banker (Merrimac, MA)
- Merrimac, MA (19 miles from Tewksbury, MA)
- 10 hours ago
- Merrimac, MA (19 miles from Tewksbury, MA)
- 10 hours ago
POSITION SUMMARY The Personal Banker plays a key role in providing retail banking services and products to consumers and small businesses....
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US Experienced Financial Advisor
- Cambridge, MA (16 miles from Tewksbury, MA)
- 13 hours ago
- Cambridge, MA (16 miles from Tewksbury, MA)
- 13 hours ago
We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model....
Personal Financial Representative-MA
- Sudbury, MA (18 miles from Tewksbury, MA)
- 23 hours ago
- Sudbury, MA (18 miles from Tewksbury, MA)
- 23 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 WorkConsultative Financial Advisor Training Provided
- Boston, MA (19 miles from Tewksbury, MA)
- 2 days ago
- Boston, MA (19 miles from Tewksbury, MA)
- 2 days ago
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Financial Advisor Training Provided
- Middleton, MA (11 miles from Tewksbury, MA)
- 2 days ago
- Middleton, MA (11 miles from Tewksbury, MA)
- 2 days ago
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- Arlington, MA (13 miles from Tewksbury, MA)
- 2 days ago
- Arlington, MA (13 miles from Tewksbury, MA)
- 2 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...
- Burlington, MA (7 miles from Tewksbury, MA)
- 3 days ago
- Burlington, MA (7 miles from Tewksbury, MA)
- 3 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Merrill Team Financial Advisor
- Boston, MA (19 miles from Tewksbury, MA)
- 3 days ago
- Boston, MA (19 miles from Tewksbury, MA)
- 3 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
- Marlborough, MA (24 miles from Tewksbury, MA)
- 4 days ago
- Marlborough, MA (24 miles from Tewksbury, MA)
- 4 days ago
Adheres to established bank security procedures concerning cash levels, check cashing, and transaction processing....
- Marblehead, MA (20 miles from Tewksbury, MA)
- 4 days ago
- Marblehead, MA (20 miles from Tewksbury, MA)
- 4 days ago
We are an established wealth management firm based in Marblehead, specializing in financial planning and legacy planning for high-income earners, high-net-worth individuals, and their families. We...
- Wellesley, MA (20 miles from Tewksbury, MA)
- 6 days ago
- Wellesley, MA (20 miles from Tewksbury, MA)
- 6 days ago
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross...
Private Client Financial Advisor
- Burlington, MA (7 miles from Tewksbury, MA)
- 6 days ago
- Burlington, MA (7 miles from Tewksbury, MA)
- 6 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...
Demographic Data for Tewksbury, MA
Moving to Tewksbury, MA? Find some basic demographic data about Tewksbury, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Tewksbury, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Tewksbury, 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
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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