Personal Banker Jobs in Nashua, 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.
Financial Advisor ( Hybrid ) $75,000.00 & Production Bonus
- CarrThaxton Financial Group,LLC
- Westford, MA (10 miles from Nashua, NH)
- 12 days ago
- CarrThaxton Financial Group,LLC
- Westford, MA (10 miles from Nashua, NH)
- 12 days ago
This full-time, flexible position offers the opportunity to provide clients with personalized financial planning and wealth management services, both in person and remotely....
- Burlington, MA (20 miles from Nashua, NH)
- 1 day ago
- Burlington, MA (20 miles from Nashua, NH)
- 1 day ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Leominster, MA (21 miles from Nashua, NH)
- 9 days ago
- Leominster, MA (21 miles from Nashua, NH)
- 9 days ago
SUMMARY: Our Personal Bankers play a key role in allowing our valued clients to see LifeDesign in action....
- Ayer, MA (13 miles from Nashua, NH)
- 9 days ago
- Ayer, MA (13 miles from Nashua, NH)
- 9 days ago
Adheres to established bank security procedures concerning cash levels, check cashing, and transaction processing....
Financial Advisor - Merrimack Valley Credit Union
- Lawrence, MA (15 miles from Nashua, NH)
- 9 days ago
- Lawrence, MA (15 miles from Nashua, NH)
- 9 days ago
Credit Union Financial Advisor - Merrimack Valley Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services...
Private Client Relationship Manager
- Sudbury, MA (23 miles from Nashua, NH)
- 9 days ago
- Sudbury, MA (23 miles from Nashua, NH)
- 9 days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Sr. Private Client Relationship Manager
- North Andover, MA (19 miles from Nashua, NH)
- 10 days ago
- North Andover, MA (19 miles from Nashua, NH)
- 10 days ago
Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity,...
Private Client Banker - Acton, MA
- Acton, MA (14 miles from Nashua, NH)
- 19 days ago
- Acton, MA (14 miles from Nashua, NH)
- 19 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...
Financial Advisor (Training Provided)
- Woburn, MA (22 miles from Nashua, NH)
- 24 days ago
- Woburn, MA (22 miles from Nashua, NH)
- 24 days ago
As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and...
Merrill Experienced Financial Advisor
- Manchester, NH (17 miles from Nashua, NH)
- 30+ days ago
- Manchester, NH (17 miles from Nashua, NH)
- 30+ 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....
Private Client Relationship Manager
- Stow, MA (21 miles from Nashua, NH)
- 45+ days ago
- Stow, MA (21 miles from Nashua, NH)
- 45+ days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
- Bedford, MA (18 miles from Nashua, NH)
- 30+ days ago
- Bedford, MA (18 miles from Nashua, NH)
- 30+ days ago
Key Result Areas: Understands and adheres to all Bank Secrecy Act and Anti-Money Laundering (BSA/AML), regulatory, security, retail banking and bank-wide policies and procedures....
Personal Financial Representative-MA
- Sudbury, MA (23 miles from Nashua, NH)
- 30+ days ago
- Sudbury, MA (23 miles from Nashua, NH)
- 30+ days 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 WorkFinancial Advisor Rollstone Bank & Trust
- Leominster, MA (21 miles from Nashua, NH)
- 30+ days ago
- Leominster, MA (21 miles from Nashua, NH)
- 30+ days ago
Bank Financial Advisor Rollstone Bank & Trust Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients....
Private Client Financial Advisor
- Burlington, MA (20 miles from Nashua, NH)
- 30+ days ago
- Burlington, MA (20 miles from Nashua, NH)
- 30+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Demographic Data for Nashua, NH
Moving to Nashua, NH? Find some basic demographic data about Nashua, NH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Nashua, NH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Nashua, 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
- Mortgage Lending
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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