Personal Banker Jobs in Epping, NH
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.
- Portsmouth, NH (14 miles from Epping, NH)
- 19 hours ago
- Portsmouth, NH (14 miles from Epping, NH)
- 19 hours ago
Cetera Investment Services is looking for a motivated individual to fill the role of a Financial Advisor for Lighthouse Wealth Advisors at Lighthouse Credit Union in Portsmouth, NH. For more...
- Portsmouth, NH (14 miles from Epping, NH)
- 21 hours ago
- Portsmouth, NH (14 miles from Epping, NH)
- 21 hours ago
Financial Advisor at Northwestern Mutual Financial Advisor at Northwestern Mutual in Portsmouth, New Hampshire Posted in Other 11 days ago. Type: full-time Job Description: Job title: Financial...
- Portsmouth, NH (14 miles from Epping, NH)
- 2 days ago
- Portsmouth, NH (14 miles from Epping, NH)
- 2 days ago
Banker job family....
Financial Advisor - Rochester, NH
- Rochester, NH (15 miles from Epping, NH)
- 3 days ago
- Rochester, NH (15 miles from Epping, NH)
- 3 days ago
Work Location: Rochester, New Hampshire, 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...
/21695/6cb2cc1a-4b57-4b55-b5d1-f0ef531b333e.jpg&z=8&s=BNK&ih_t=3%2F16%2F2025+8%3A41%3A57+AM&utm_medium=internal%20referrer&utm_campaign=affiliate_lipman-hearne_ucsd_emba&utm_content=lipman-hearne&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
Merrill Experienced Financial Advisor
- Manchester, NH (19 miles from Epping, NH)
- 7 days ago
- Manchester, NH (19 miles from Epping, NH)
- 7 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...
Financial Advisor - Camden National Bank
- Portsmouth, NH (14 miles from Epping, NH)
- 17 days ago
- Portsmouth, NH (14 miles from Epping, NH)
- 17 days ago
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Camden National...
- Portsmouth, NH (14 miles from Epping, NH)
- 18 days ago
- Portsmouth, NH (14 miles from Epping, NH)
- 18 days ago
A culture of growth with a firm that supports You've built a successful practice and now you're considering a move. Perhaps you're looking for more. At Equitable Advisors, we'd like to get to know...
Private Client Financial Advisor
- Hampton, NH (14 miles from Epping, NH)
- 30+ days ago
- Hampton, NH (14 miles from Epping, NH)
- 30+ 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...
- Hampstead, NH (12 miles from Epping, NH)
- 30+ days ago
- Hampstead, NH (12 miles from Epping, NH)
- 30+ days ago
If youre looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial...
Demographic Data for Epping, NH
Moving to Epping, NH? Find some basic demographic data about Epping, NH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Epping, NH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Epping, NH 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
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 »