Personal Banker Jobs in Raymond, 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 - Epping, NH
- Epping, NH (5 miles from Raymond, NH)
- 3 days ago
- Epping, NH (5 miles from Raymond, NH)
- 3 days ago
management business development techniques, products, services and overall industry....
Contact Center Personal Banker
- Concord, NH (22 miles from Raymond, NH)
- 6 days ago
- Concord, NH (22 miles from Raymond, NH)
- 6 days ago
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote Work- Concord, NH (22 miles from Raymond, NH)
- 7 days ago
- Concord, NH (22 miles from Raymond, NH)
- 7 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
Financial Advisor - Merrimack Valley Credit Union
- Lawrence, MA (22 miles from Raymond, NH)
- 9 days ago
- Lawrence, MA (22 miles from Raymond, 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...
- Rochester, NH (18 miles from Raymond, NH)
- 10 days ago
- Rochester, NH (18 miles from Raymond, NH)
- 10 days ago
This job posting is anticipated to remain open for 30 days, from 10-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor - North Hampton, NH
- North Hampton, NH (18 miles from Raymond, NH)
- 16 days ago
- North Hampton, NH (18 miles from Raymond, NH)
- 16 days ago
management business development techniques, products, services and overall industry....
Merrill Experienced Financial Advisor
- Manchester, NH (13 miles from Raymond, NH)
- 30+ days ago
- Manchester, NH (13 miles from Raymond, 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....
Personal Financial Representative-NH
- Concord, NH (22 miles from Raymond, NH)
- 30+ days ago
- Concord, NH (22 miles from Raymond, NH)
- 30+ days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote Work- Portsmouth, NH (20 miles from Raymond, NH)
- 30+ days ago
- Portsmouth, NH (20 miles from Raymond, NH)
- 30+ days ago
Banker job family....
Financial Advisor - Camden National Bank
- Portsmouth, NH (20 miles from Raymond, NH)
- 45+ days ago
- Portsmouth, NH (20 miles from Raymond, NH)
- 45+ 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...
Private Client Financial Advisor
- Hampton, NH (19 miles from Raymond, NH)
- 60+ days ago
- Hampton, NH (19 miles from Raymond, NH)
- 60+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Concord, NH (22 miles from Raymond, NH)
- 90+ days ago
- Concord, NH (22 miles from Raymond, NH)
- 90+ days ago
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
Demographic Data for Raymond, NH
Moving to Raymond, NH? Find some basic demographic data about Raymond, NH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Raymond, NH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Raymond, 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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