Personal Banker Jobs in Avon, 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.
- Boston, MA (15 miles from Avon, MA)
- 18 hours ago
- Boston, MA (15 miles from Avon, MA)
- 18 hours ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
Private Client Relationship Manager
- Winchester, MA (22 miles from Avon, MA)
- 21 hours ago
- Winchester, MA (22 miles from Avon, MA)
- 21 hours 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....
Client Relationship Manager - Life Sciences -Boston, MA
- Boston, MA (15 miles from Avon, MA)
- 1 day ago
- Boston, MA (15 miles from Avon, MA)
- 1 day ago
Client Relationship Manager - Life Sciences Location: Boston, MA Overview Client Relationship Managers are key contributors to the commercial side of Cognizant's IT and Consulting Business. They...
Client Relationship Manager II
- Canton, MA (5 miles from Avon, MA)
- 3 days ago
- Canton, MA (5 miles from Avon, MA)
- 3 days ago
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Business Management Travel Percentage : 1 - 5% Job Description We are...
Retail Personal Banker II - Tri County FC (Cincinnati)
- Franklin, MA (18 miles from Avon, MA)
- 3 days ago
- Franklin, MA (18 miles from Avon, MA)
- 3 days ago
GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers....
- Framingham, MA (23 miles from Avon, MA)
- 3 days ago
- Framingham, MA (23 miles from Avon, MA)
- 3 days ago
As a Personal Banker, within PNC's Metro Market, Boston Region, you will be based in Framingham, MA....
Personal Banking Representative - Coolidge Corner
- Brookline, MA (14 miles from Avon, MA)
- 3 days ago
- Brookline, MA (14 miles from Avon, MA)
- 3 days ago
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....
Private Client Banker- Metro Central Area
- Brookline, MA (14 miles from Avon, MA)
- 4 days ago
- Brookline, MA (14 miles from Avon, MA)
- 4 days ago
JobID: 210618901 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-04-21T13:44:16+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
- Bridgewater, MA (11 miles from Avon, MA)
- 6 days ago
- Bridgewater, MA (11 miles from Avon, MA)
- 6 days ago
This job posting is anticipated to remain open for 30 days, from 21-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Private Client Banker- Metro Central Area
- Wellesley, MA (16 miles from Avon, MA)
- 6 days ago
- Wellesley, MA (16 miles from Avon, MA)
- 6 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...
- Boston, MA (15 miles from Avon, MA)
- 7 days ago
- Boston, MA (15 miles from Avon, MA)
- 7 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....
- Newton, MA (17 miles from Avon, MA)
- 7 days ago
- Newton, MA (17 miles from Avon, MA)
- 7 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 Banker - Central Square
- Cambridge, MA (17 miles from Avon, MA)
- 7 days ago
- Cambridge, MA (17 miles from Avon, MA)
- 7 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 Banking Representative - Boston, MA
- Boston, MA (15 miles from Avon, MA)
- 10 days ago
- Boston, MA (15 miles from Avon, MA)
- 10 days ago
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....
Private Client Banker- Coolidge Corner
- Brookline, MA (14 miles from Avon, MA)
- 11 days ago
- Brookline, MA (14 miles from Avon, MA)
- 11 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...
Demographic Data for Avon, MA
Moving to Avon, MA? Find some basic demographic data about Avon, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Avon, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Avon, 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
- Mortgage Lending
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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