Personal Banker Jobs in Brookline, 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 (24 miles from Brookline, MA)
- 1 day ago
- CarrThaxton Financial Group,LLC
- Westford, MA (24 miles from Brookline, MA)
- 1 day 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....
Client Relationship Manager II
- Canton, MA (9 miles from Brookline, MA)
- 23 hours ago
- Canton, MA (9 miles from Brookline, MA)
- 23 hours 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 (21 miles from Brookline, MA)
- 1 day ago
- Franklin, MA (21 miles from Brookline, MA)
- 1 day 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 (15 miles from Brookline, MA)
- 1 day ago
- Framingham, MA (15 miles from Brookline, MA)
- 1 day ago
As a Personal Banker, within PNC's Metro Market, Boston Region, you will be based in Framingham, MA....
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....
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...
Private Client Banker- Metro Central Area
- Wellesley, MA (7 miles from Brookline, MA)
- 4 days ago
- Wellesley, MA (7 miles from Brookline, 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...
- Boston, MA (4 miles from Brookline, MA)
- 5 days ago
- Boston, MA (4 miles from Brookline, 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....
- Newton, MA (3 miles from Brookline, MA)
- 5 days ago
- Newton, MA (3 miles from Brookline, 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....
Personal Banker - Central Square
- Cambridge, MA (4 miles from Brookline, MA)
- 5 days ago
- Cambridge, MA (4 miles from Brookline, 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 (13 miles from Brookline, MA)
- 6 days ago
- Burlington, MA (13 miles from Brookline, MA)
- 6 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
De Novo Personal Banker I - Bethany Village (Milton, GA)
- Milton, MA (6 miles from Brookline, MA)
- 8 days ago
- Milton, MA (6 miles from Brookline, MA)
- 8 days ago
Banker job family....
Personal Banking Representative - Boston, MA
- Boston, MA (4 miles from Brookline, MA)
- 8 days ago
- Boston, MA (4 miles from Brookline, MA)
- 8 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....
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 - Hybrid (Danvers, MA.)
- Danvers, MA (19 miles from Brookline, MA)
- 9 days ago
- Danvers, MA (19 miles from Brookline, MA)
- 9 days ago
management including: asset allocation, Financial management and wealth planning Serve as a resource for clients with complex wealth management needs and financial planning solutions Exhibit technical...
Demographic Data for Brookline, MA
Moving to Brookline, MA? Find some basic demographic data about Brookline, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Brookline, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Brookline, 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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