Personal Banker Jobs in Chestnut Hill, 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 (5 miles from Chestnut Hill, MA)
- moments ago
- Boston, MA (5 miles from Chestnut Hill, MA)
- moments 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....
- Peabody, MA (17 miles from Chestnut Hill, MA)
- 1 day ago
- Peabody, MA (17 miles from Chestnut Hill, MA)
- 1 day ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
Direct Indexing Client Relationship Manager
- Boston, MA (5 miles from Chestnut Hill, MA)
- 1 day ago
- Boston, MA (5 miles from Chestnut Hill, MA)
- 1 day ago
Overview: Active Index Advisors (AIA) helps clients customize portfolios for specific investment objectives including tax management and values-alignment. The Client Relationship Manager (CRM) is...
Financial Advisor, Dorchester, MA
- Dorchester, MA (3 miles from Chestnut Hill, MA)
- 1 day ago
- Dorchester, MA (3 miles from Chestnut Hill, MA)
- 1 day ago
Financial Advisor, Dorchester, MACountry: United States of America WHAT YOU WILL BE DOING Identifies and pursues new sales prospects within existing or untapped markets. Gathers market...
.33 Yearbook Editorial & Financial Advisor
- Ashland, MA (16 miles from Chestnut Hill, MA)
- 4 days ago
- Ashland, MA (16 miles from Chestnut Hill, MA)
- 4 days ago
.33 Yearbook Editorial & Financial Advisor Ashland Public Schools Ashland High School - Ashland, Massachusetts This job is also posted in Ashland School District Job Details Job ID:5259331...
Personal Banker Associate I - Commerce Place (Lafayette, IN)
- Malden, MA (9 miles from Chestnut Hill, MA)
- 4 days ago
- Malden, MA (9 miles from Chestnut Hill, MA)
- 4 days ago
Banker job family....
Private Client Relationship Manager
- Mattapan, MA (4 miles from Chestnut Hill, MA)
- 5 days ago
- Mattapan, MA (4 miles from Chestnut Hill, MA)
- 5 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....
Private Client Relationship Manager
- Milton, MA (6 miles from Chestnut Hill, MA)
- 5 days ago
- Milton, MA (6 miles from Chestnut Hill, MA)
- 5 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....
Client Relationship Manager -- Employee Benefits
- Norwell, MA (20 miles from Chestnut Hill, MA)
- 6 days ago
- Norwell, MA (20 miles from Chestnut Hill, MA)
- 6 days ago
management products and services....
- Boston, MA (5 miles from Chestnut Hill, MA)
- 7 days ago
- Boston, MA (5 miles from Chestnut Hill, MA)
- 7 days ago
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal...
Senior Client Relationship Manager -- Employee Benefits
- Wilmington, MA (17 miles from Chestnut Hill, MA)
- 7 days ago
- Wilmington, MA (17 miles from Chestnut Hill, MA)
- 7 days ago
management products and services....
Private Client Banker - North Andover, MA
- North Andover, MA (24 miles from Chestnut Hill, MA)
- 20 days ago
- North Andover, MA (24 miles from Chestnut Hill, MA)
- 20 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...
Health Solutions Client Relationship Manager
- Boston, MA (5 miles from Chestnut Hill, MA)
- 21 days ago
- Boston, MA (5 miles from Chestnut Hill, MA)
- 21 days ago
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
- Dedham, MA (5 miles from Chestnut Hill, MA)
- 23 days ago
- Dedham, MA (5 miles from Chestnut Hill, MA)
- 23 days ago
Job Summary: Proficiently perform teller function processing transactions with accuracy and balance according to the Banks standards, procedures and policies. Broaden customer relationships by...
Graduate Admissions & Financial Advisor,
- Boston, MA (5 miles from Chestnut Hill, MA)
- 27 days ago
- Boston, MA (5 miles from Chestnut Hill, MA)
- 27 days ago
Full-Time/Regular With roots dating back to 1918, Boston UniversitySchool of Social Work has more than 100 years of social work educationhistory, a dynamic faculty leading innovative search on...
Demographic Data for Chestnut Hill, MA
Moving to Chestnut Hill, MA? Find some basic demographic data about Chestnut Hill, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Chestnut Hill, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Chestnut Hill, MA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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