Personal Banker Jobs in Georgetown, 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.
- Salem, MA (14 miles from Georgetown, MA)
- 4 days ago
- Salem, MA (14 miles from Georgetown, MA)
- 4 days ago
Job Listing ID: 4331360 Job Title: Financial Advisor II Application Deadline: Open Until FilledJob Location: Salem Date Posted: 08/16/2025Hours Worked Per Week: Not Provided Shift: Not Provided...
- Belmont, MA (24 miles from Georgetown, MA)
- 8 days ago
- Belmont, MA (24 miles from Georgetown, MA)
- 8 days ago
As a Personal Banker within PNC's Retail Banking Organization, you will be based in Indianapolis, IN at the Washington and Belmont Branch. This position is Bilingual Spanish and English preferred....
Financial Advisor Financial Advisor
- Nashua, NH (24 miles from Georgetown, MA)
- 15 days ago
- Nashua, NH (24 miles from Georgetown, MA)
- 15 days ago
Financial Advisor Edward Jones 3.8 ( ) Nashua, NH Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
- Lynnfield, MA (13 miles from Georgetown, MA)
- 18 days ago
- Lynnfield, MA (13 miles from Georgetown, MA)
- 18 days ago
As a Full Time Personal Banker within PNC's Metro Market, Boston Region, and Lynnfield Branch you will be based in Lynnfield, MA....
- Nashua, NH (24 miles from Georgetown, MA)
- 29 days ago
- Nashua, NH (24 miles from Georgetown, MA)
- 29 days ago
This job posting is anticipated to remain open for 30 days, from 25-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor - St. Paul and East Metro
- Hudson, NH (22 miles from Georgetown, MA)
- 30+ days ago
- Hudson, NH (22 miles from Georgetown, MA)
- 30+ days ago
Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You'll enjoy the...
Bilingual Financial Services Officer I-West Salem Branch
- Salem, MA (14 miles from Georgetown, MA)
- 30+ days ago
- Salem, MA (14 miles from Georgetown, MA)
- 30+ days ago
Job Listing ID: 4309883 Job Title: Bilingual Financial Services Officer I-West Salem Branch Application Deadline: Open Until FilledJob Location: Salem Date Posted: 07/13/2025Hours Worked Per Week:...
Financial Advisor: Springfield, MA
- Nashua, NH (24 miles from Georgetown, MA)
- 45+ days ago
- Nashua, NH (24 miles from Georgetown, MA)
- 45+ days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Remote WorkClient Relationship Manager - Employee Benefits
- Wilmington, MA (14 miles from Georgetown, MA)
- 60+ days ago
- Wilmington, MA (14 miles from Georgetown, MA)
- 60+ days ago
About HUB Join our Stevie Award Winning Team at HUB International! When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a...
Financial Advisor - Hybrid (Danvers, MA)
- Danvers, MA (10 miles from Georgetown, MA)
- 60+ days ago
- Danvers, MA (10 miles from Georgetown, MA)
- 60+ days ago
Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career thats making a bigger impact on the world? At OneDigital, we are on a...
Financial Advisor Hanscom Federal Credit Union
- Bedford, MA (21 miles from Georgetown, MA)
- 90+ days ago
- Bedford, MA (21 miles from Georgetown, MA)
- 90+ days ago
Credit Union Financial Advisor Hanscom Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial...
Financial Advisor - Merrimack Valley Credit Union
- Lawrence, MA (9 miles from Georgetown, MA)
- 90+ days ago
- Lawrence, MA (9 miles from Georgetown, MA)
- 90+ 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...
Demographic Data for Georgetown, MA
Moving to Georgetown, MA? Find some basic demographic data about Georgetown, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Georgetown, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Georgetown, MA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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