Personal Banker Jobs in Ayer, 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.

Financial Advisor ( Hybrid ) $75,000.00 & Production Bonus
- CarrThaxton Financial Group,LLC
- Westford, MA (6 miles from Ayer, MA)
- 2 days ago
- CarrThaxton Financial Group,LLC
- Westford, MA (6 miles from Ayer, MA)
- 2 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....
- Worcester, MA (23 miles from Ayer, MA)
- 16 hours ago
- Worcester, MA (23 miles from Ayer, MA)
- 16 hours ago
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self-motivated and dynamic individuals who...
- Framingham, MA (17 miles from Ayer, MA)
- 1 day ago
- Framingham, MA (17 miles from Ayer, MA)
- 1 day ago
As a Personal Banker, within PNC's Metro Market, Boston Region, you will be based in Framingham, MA....
Private Client Banker- Metro Central Area
- Wellesley, MA (23 miles from Ayer, MA)
- 4 days ago
- Wellesley, MA (23 miles from Ayer, MA)
- 4 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...
- Newton, MA (24 miles from Ayer, MA)
- 5 days ago
- Newton, MA (24 miles from Ayer, MA)
- 5 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....
- Burlington, MA (18 miles from Ayer, MA)
- 6 days ago
- Burlington, MA (18 miles from Ayer, MA)
- 6 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Financial Advisor - Shrewsbury, MA
- Shrewsbury, MA (20 miles from Ayer, MA)
- 8 days ago
- Shrewsbury, MA (20 miles from Ayer, MA)
- 8 days ago
management business development techniques, products, services and overall industry....
Private Client Banker- Watertown Mall
- Watertown, MA (23 miles from Ayer, MA)
- 11 days ago
- Watertown, MA (23 miles from Ayer, 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...
- Leominster, MA (10 miles from Ayer, MA)
- 13 days ago
- Leominster, MA (10 miles from Ayer, MA)
- 13 days ago
SUMMARY: Our Personal Bankers play a key role in allowing our valued clients to see LifeDesign in action....
Adheres to established bank security procedures concerning cash levels, check cashing, and transaction processing....
Financial Advisor - Merrimack Valley Credit Union
- Lawrence, MA (23 miles from Ayer, MA)
- 14 days ago
- Lawrence, MA (23 miles from Ayer, MA)
- 14 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 (14 miles from Ayer, MA)
- 14 days ago
- Sudbury, MA (14 miles from Ayer, MA)
- 14 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....
Bilingual Portuguese Personal Banker
- Framingham, MA (17 miles from Ayer, MA)
- 16 days ago
- Framingham, MA (17 miles from Ayer, MA)
- 16 days ago
As a Personal Banker in a Solution Center Branch, you will strengthen customer relationships with a defined sales process....
- Marlborough, MA (15 miles from Ayer, MA)
- 23 days ago
- Marlborough, MA (15 miles from Ayer, MA)
- 23 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
- Watertown, MA (23 miles from Ayer, MA)
- 23 days ago
- Watertown, MA (23 miles from Ayer, MA)
- 23 days ago
Application Deadline: 04/24/2025 Address: 205 N 2nd Street Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members...
Demographic Data for Ayer, MA
Moving to Ayer, MA? Find some basic demographic data about Ayer, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Ayer, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Ayer, 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
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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