Personal Banker Jobs in Worcester, 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.
- Marlborough, MA (14 miles from Worcester, MA)
- 18 hours ago
- Marlborough, MA (14 miles from Worcester, MA)
- 18 hours ago
Adheres to established bank security procedures concerning cash levels, check cashing, and transaction processing....
- Marlborough, MA (14 miles from Worcester, MA)
- 3 days ago
- Marlborough, MA (14 miles from Worcester, MA)
- 3 days ago
The Personal Banker Training Program will position you for advancement in your retail career....
Private Client Relationship Manager
- Franklin, MA (23 miles from Worcester, MA)
- 8 days ago
- Franklin, MA (23 miles from Worcester, MA)
- 8 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...
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self-motivated and dynamic individuals who...
Financial Advisor - Gardner, MA
- Gardner, MA (24 miles from Worcester, MA)
- 22 days ago
- Gardner, MA (24 miles from Worcester, MA)
- 22 days ago
Work Location: Gardner, Massachusetts, United States of America Hours: 40 Pay Details: $ 90,000 - $ 90,000 USD TD is committed to providing fair and equitable compensation opportunities to all...
Private Client Relationship Manager
- Littleton, MA (24 miles from Worcester, MA)
- 22 days ago
- Littleton, MA (24 miles from Worcester, MA)
- 22 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...
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Advisor We are looking for...
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...
Financial Advisor Trainee - PCG - Worcester, MA
- Worcester, MA
- 30+ days ago
- Worcester, MA
- 30+ days ago
Financial Advisor Trainee - PCG - Worcester, MA locations Worcester, Massachusetts - United States time type Full time posted on Posted 30+ Days Ago job requisition id R-0002152 Job Description...
Private Client Banker - Wayland, MA - New Build Branch
- Framingham, MA (19 miles from Worcester, MA)
- 30+ days ago
- Framingham, MA (19 miles from Worcester, MA)
- 30+ days ago
JobID: 210592759 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-01-27T19:55:48+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
Private Client Banker - Wayland, MA - New Build Branch
- Wayland, MA (23 miles from Worcester, MA)
- 45+ days ago
- Wayland, MA (23 miles from Worcester, MA)
- 45+ 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...
- Lunenburg, MA (22 miles from Worcester, MA)
- 45+ days ago
- Lunenburg, MA (22 miles from Worcester, MA)
- 45+ days ago
Through its relationship with CUSO Financial Services, LP (CFS) Workers Credit Union is seeking a Financial Advisor to join their team in the Lunenburg, MA area. About Workers Credit Union: Since...
Personal Banker in Training - Float
- Marlborough, MA (14 miles from Worcester, MA)
- 60+ days ago
- Marlborough, MA (14 miles from Worcester, MA)
- 60+ days ago
SUMMARY: As a member of the Retail Branch team and reporting directly to the Assistant Manager / Branch Manager, the Personal Banker I is Main Street Bank’s entry level Personal Banker....
- Marlborough, MA (14 miles from Worcester, MA)
- 90+ days ago
- Marlborough, MA (14 miles from Worcester, MA)
- 90+ days ago
SKILLS REQUIRED: High School diploma or equivalent, banking courses and/or related work experience Experience in a financial institution - retail banking preferred Advanced product knowledge Proficient...
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
Demographic Data for Worcester, MA
Moving to Worcester, MA? Find some basic demographic data about Worcester, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Worcester, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Worcester, 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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