Personal Banker Jobs in Waltham, 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 (16 miles from Waltham, MA)
- 4 days ago
- CarrThaxton Financial Group,LLC
- Westford, MA (16 miles from Waltham, MA)
- 4 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...
- Burlington, MA (8 miles from Waltham, MA)
- 5 hours ago
- Burlington, MA (8 miles from Waltham, MA)
- 5 hours ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Merrill Team Financial Advisor
- Boston, MA (10 miles from Waltham, MA)
- 8 hours ago
- Boston, MA (10 miles from Waltham, MA)
- 8 hours 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 (15 miles from Waltham, MA)
- 22 hours ago
- Marlborough, MA (15 miles from Waltham, MA)
- 22 hours ago
Adheres to established bank security procedures concerning cash levels, check cashing, and transaction processing....
- Marblehead, MA (21 miles from Waltham, MA)
- 1 day ago
- Marblehead, MA (21 miles from Waltham, MA)
- 1 day 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...
Financial Advisor - Quincy, MA
- Quincy, MA (16 miles from Waltham, MA)
- 1 day ago
- Quincy, MA (16 miles from Waltham, MA)
- 1 day 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...
- Chelmsford, MA (13 miles from Waltham, MA)
- 1 day ago
- Chelmsford, MA (13 miles from Waltham, MA)
- 1 day 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 Banker- Westwood High St
- Westwood, MA (12 miles from Waltham, MA)
- 2 days ago
- Westwood, MA (12 miles from Waltham, MA)
- 2 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...
- Wellesley, MA (6 miles from Waltham, MA)
- 2 days ago
- Wellesley, MA (6 miles from Waltham, MA)
- 2 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 (8 miles from Waltham, MA)
- 3 days ago
- Burlington, MA (8 miles from Waltham, MA)
- 3 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...
- Marlborough, MA (15 miles from Waltham, MA)
- 3 days ago
- Marlborough, MA (15 miles from Waltham, MA)
- 3 days ago
The Personal Banker Training Program will position you for advancement in your retail career....
Senior Personal Banking Advisor
- Braintree, MA (18 miles from Waltham, MA)
- 5 days ago
- Braintree, MA (18 miles from Waltham, 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,...
Financial Advisor - Certification Provided
- Arlington, MA (5 miles from Waltham, MA)
- 7 days ago
- Arlington, MA (5 miles from Waltham, MA)
- 7 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...
- Andover, MA (18 miles from Waltham, MA)
- 8 days ago
- Andover, MA (18 miles from Waltham, MA)
- 8 days ago
Title: Financial Advisor Location: North of Boston, MA (Andover, MA or Manchester, NH) Our client, a well-established and growing financial services firm north of Boston, is seeking an experienced...
Custody, Client Service, Consultant
- Boston, MA (10 miles from Waltham, MA)
- 8 days ago
- Boston, MA (10 miles from Waltham, MA)
- 8 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...
Demographic Data for Waltham, MA
Moving to Waltham, MA? Find some basic demographic data about Waltham, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Waltham, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Waltham, 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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