Personal Banker Jobs in Gardner, 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.
- Worcester, MA (24 miles from Gardner, MA)
- 1 day ago
- Worcester, MA (24 miles from Gardner, MA)
- 1 day ago
Helps tellers with complex work-related matters, i.e., check cashing, loan setups, and interest penalties....
Financial Advisor - Summit Credit Union
- Fitchburg, MA (9 miles from Gardner, MA)
- 9 days ago
- Fitchburg, MA (9 miles from Gardner, MA)
- 9 days ago
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Summit Credit...
- Leominster, MA (11 miles from Gardner, MA)
- 11 days ago
- Leominster, MA (11 miles from Gardner, MA)
- 11 days ago
This job posting is anticipated to remain open for 30 days, from 28-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Merrill Experienced Financial Advisor
- Worcester, MA (24 miles from Gardner, MA)
- 14 days ago
- Worcester, MA (24 miles from Gardner, MA)
- 14 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Personal Banker - Peterborough, NH
- Peterborough, NH (19 miles from Gardner, MA)
- 30+ days ago
- Peterborough, NH (19 miles from Gardner, MA)
- 30+ days ago
Bar Harbor Bank & Trust is seeking an experienced retail banking professional to join our team as a full-time Personal Banker working 40 hours a week, based in our Peterborough, NH location....
- Worcester, MA (24 miles from Gardner, MA)
- 45+ days ago
- Worcester, MA (24 miles from Gardner, MA)
- 45+ days 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...
- Ayer, MA (21 miles from Gardner, MA)
- 45+ days ago
- Ayer, MA (21 miles from Gardner, MA)
- 45+ days ago
Adheres to established bank security procedures concerning cash levels, check cashing, and transaction processing....
- Worcester, MA (24 miles from Gardner, MA)
- 60+ days ago
- Worcester, MA (24 miles from Gardner, MA)
- 60+ days ago
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Advisor We are looking for...
Financial Advisor - Worcester, MA and Surrounding
- Worcester, MA (24 miles from Gardner, MA)
- 60+ days ago
- Worcester, MA (24 miles from Gardner, MA)
- 60+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Financial Advisor Rollstone Bank & Trust
- Leominster, MA (11 miles from Gardner, MA)
- 60+ days ago
- Leominster, MA (11 miles from Gardner, MA)
- 60+ days ago
Bank Financial Advisor Rollstone Bank & Trust Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients....
- Lunenburg, MA (13 miles from Gardner, MA)
- 90+ days ago
- Lunenburg, MA (13 miles from Gardner, MA)
- 90+ days ago
Through its relationship with CUSO Financial Services, LP (CFS) Workers Credit Union is seeking a Financial Advisor to join their team in the Lunenburg, MA area. About Workers Credit Union: Since...
Demographic Data for Gardner, MA
Moving to Gardner, MA? Find some basic demographic data about Gardner, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Gardner, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Gardner, 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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