Personal Banker Jobs in Easton, 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.
US Experienced Financial Advisor
- Cambridge, MA (24 miles from Easton, MA)
- 1 hour ago
- Cambridge, MA (24 miles from Easton, MA)
- 1 hour ago
We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model....
- Dedham, MA (15 miles from Easton, MA)
- 4 hours ago
- Dedham, MA (15 miles from Easton, MA)
- 4 hours ago
As a Personal Banker in a Solution Center Branch, you will strengthen customer relationships with a defined sales process....
- Watertown, MA (23 miles from Easton, MA)
- 5 hours ago
- Watertown, MA (23 miles from Easton, MA)
- 5 hours ago
Application Deadline: 07/31/2025 Address: 205 N 2nd Street Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members...
Client Relationship Manager - 75k to 80K - Hiring Immediately
- Boston, MA (23 miles from Easton, MA)
- 16 hours ago
- Boston, MA (23 miles from Easton, MA)
- 16 hours ago
Client Relationship Manager - 75k to 80K - Hiring Immediately ProPivotal is the largest Boston - based staffing firm and has been recognized by a number of organizations for our exceptional...
- Roxbury, MA (21 miles from Easton, MA)
- 1 day ago
- Roxbury, MA (21 miles from Easton, MA)
- 1 day ago
As a Full Time Personal Banker within PNC's Boston Region Retail Branch organization, you will be based in Roxbury, MA....
Private Client Financial Advisor
- Johnston, RI (24 miles from Easton, MA)
- 1 day ago
- Johnston, RI (24 miles from Easton, MA)
- 1 day ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Natick, MA (21 miles from Easton, MA)
- 2 days ago
- Natick, MA (21 miles from Easton, MA)
- 2 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...
Private Client Banker- Mansfield
- Mansfield, MA (4 miles from Easton, MA)
- 2 days ago
- Mansfield, MA (4 miles from Easton, MA)
- 2 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...
Client Relationship Manager - Healthcare
- Boston, MA (23 miles from Easton, MA)
- 6 days ago
- Boston, MA (23 miles from Easton, MA)
- 6 days ago
Cognizant Technology Solutions is currently seeking a Client Relationship Manager who will contribute toward building trusted advisor relationships, commercial growth and rapid business expansion...
- Boston, MA (23 miles from Easton, MA)
- 7 days ago
- Boston, MA (23 miles from Easton, MA)
- 7 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
- Somerset, MA (21 miles from Easton, MA)
- 8 days ago
- Somerset, MA (21 miles from Easton, MA)
- 8 days ago
Qualifications: Bachelor's degree (preferred). 3-5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients....
Direct Indexing Client Relationship Manager
- Boston, MA (23 miles from Easton, MA)
- 8 days ago
- Boston, MA (23 miles from Easton, MA)
- 8 days 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...
Private Client Relationship Manager
- Milton, MA (14 miles from Easton, MA)
- 12 days ago
- Milton, MA (14 miles from Easton, MA)
- 12 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....
Retail Personal Banker Associate II - Randall Square - Full Time
- Providence, RI (20 miles from Easton, MA)
- 13 days ago
- Providence, RI (20 miles from Easton, MA)
- 13 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....
Client Relationship Manager -- Employee Benefits
- Norwell, MA (17 miles from Easton, MA)
- 13 days ago
- Norwell, MA (17 miles from Easton, MA)
- 13 days ago
management products and services....
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Easton, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Easton, MA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Networking
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- 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
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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