Personal Banker Jobs in Greenbush, 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.
Client Relationship Manager - Healthcare
- Boston, MA (20 miles from Greenbush, MA)
- 5 days ago
- Boston, MA (20 miles from Greenbush, MA)
- 5 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 (20 miles from Greenbush, MA)
- 5 days ago
- Boston, MA (20 miles from Greenbush, 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....
Direct Indexing Client Relationship Manager
- Boston, MA (20 miles from Greenbush, MA)
- 7 days ago
- Boston, MA (20 miles from Greenbush, MA)
- 7 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...
Personal Banker Associate I - Commerce Place (Lafayette, IN)
- Malden, MA (23 miles from Greenbush, MA)
- 9 days ago
- Malden, MA (23 miles from Greenbush, MA)
- 9 days ago
Banker job family....
Private Client Relationship Manager
- Mattapan, MA (18 miles from Greenbush, MA)
- 11 days ago
- Mattapan, MA (18 miles from Greenbush, MA)
- 11 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 (17 miles from Greenbush, MA)
- 11 days ago
- Milton, MA (17 miles from Greenbush, MA)
- 11 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 (4 miles from Greenbush, MA)
- 11 days ago
- Norwell, MA (4 miles from Greenbush, MA)
- 11 days ago
management products and services....
- Boston, MA (20 miles from Greenbush, MA)
- 13 days ago
- Boston, MA (20 miles from Greenbush, MA)
- 13 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...
- Plymouth, MA (21 miles from Greenbush, MA)
- 20 days ago
- Plymouth, MA (21 miles from Greenbush, MA)
- 20 days ago
Banker job family....
Health Solutions Client Relationship Manager
- Boston, MA (20 miles from Greenbush, MA)
- 27 days ago
- Boston, MA (20 miles from Greenbush, MA)
- 27 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 (22 miles from Greenbush, MA)
- 28 days ago
- Dedham, MA (22 miles from Greenbush, MA)
- 28 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...
Personal Financial Representative-MA
- Boston, MA (20 miles from Greenbush, MA)
- 30+ days ago
- Boston, MA (20 miles from Greenbush, MA)
- 30+ days ago
Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility, and access to new customers....
Remote Work- Boston, MA (20 miles from Greenbush, MA)
- 30+ days ago
- Boston, MA (20 miles from Greenbush, MA)
- 30+ days ago
The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele....
- Salem, MA (24 miles from Greenbush, MA)
- 30+ days ago
- Salem, MA (24 miles from Greenbush, MA)
- 30+ days ago
Job Summary: Personal Banker Retail Banking Group Jefferson,Oregon Salem,Oregon Description About Us: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and...
- Boston, MA (20 miles from Greenbush, MA)
- 30+ days ago
- Boston, MA (20 miles from Greenbush, MA)
- 30+ days ago
Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next...
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Greenbush, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Greenbush, 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
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Commercial Banking
- 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
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »