Personal Banker Jobs in Massachusetts
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.
Job Overview This job posting is anticipated to remain open for 30 days, from 12-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Advisor - Certification Provided
- North Attleboro, MA
- 6 days ago
- North Attleboro, MA
- 6 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 06-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
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...
The Private Client Relationship Manager I is at the center of the Private Client Services model supporting an integrated Wealth Management offering by providing day-to-day account management, wealth...
/19301/e5c01222-7b25-41c4-94d6-f37904388cb2.png&z=8&s=BNK&ih_t=5%2F14%2F2025+3%3A08%3A35+AM&utm_medium=internal%20referrer&utm_campaign=internal-ihire-resume-review&utm_content=ihire&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
This job posting is anticipated to remain open for 30 days, from 12-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
JPMorgan Private Client Relationship Manager - Boston, MA Boston, MA, United States JOB INFORMATION Job Identification 210624432 Job Category Relationship Manager Business Unit Consumer &...
Financial Advisor Opportunities for Licensed Professionals
- Springfield, MA
- 1 day ago
- Springfield, MA
- 1 day ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
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 WorkTogether we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
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....
SS&C GIDS serves the alternative investments, asset and wealth management, banking and lending, insurance, and real estate industries....
Financial Advisor, Mashpee, MA Mashpee, United States of America USA Job Family Description: Identifies and pursues new sales prospects within existing or untapped markets. Gathers market...
Job Listing ID: 4263783 Job Title: Client Relationship Manager--Southeast Application Deadline: Open Until FilledJob Location: Salem Date Posted: 05/02/2025Hours Worked Per Week: Not Provided...
Demographic Data for Massachusetts
Moving to Massachusetts? Find some basic demographic data about Massachusetts below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Massachusetts
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Massachusetts 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »