Personal Banker Jobs in Haverhill, 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.
Private Client Banker - North Andover, MA
- North Andover, MA (8 miles from Haverhill, MA)
- 12 hours ago
- North Andover, MA (8 miles from Haverhill, MA)
- 12 hours 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 - Employee Benefits
- Wilmington, MA (16 miles from Haverhill, MA)
- 1 day ago
- Wilmington, MA (16 miles from Haverhill, MA)
- 1 day ago
management products and services....
- Nashua, NH (21 miles from Haverhill, MA)
- 6 days ago
- Nashua, NH (21 miles from Haverhill, MA)
- 6 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....
Financial Advisor - Career Change Opportunity
- Merrimack, NH (23 miles from Haverhill, MA)
- 6 days ago
- Merrimack, NH (23 miles from Haverhill, MA)
- 6 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 05-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Advisor - Hybrid (Danvers, MA)
- Danvers, MA (15 miles from Haverhill, MA)
- 7 days ago
- Danvers, MA (15 miles from Haverhill, MA)
- 7 days ago
We are looking for a motivated Financial Advisor to join our growing Wealth Management team....
- Merrimack, NH (23 miles from Haverhill, MA)
- 7 days ago
- Merrimack, NH (23 miles from Haverhill, MA)
- 7 days ago
This job posting is anticipated to remain open for 30 days, from 05-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Financial Representative-NH
- Manchester, NH (24 miles from Haverhill, MA)
- 8 days ago
- Manchester, NH (24 miles from Haverhill, MA)
- 8 days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote Work- Salem, MA (20 miles from Haverhill, MA)
- 12 days ago
- Salem, MA (20 miles from Haverhill, MA)
- 12 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...
Private Client Financial Advisor
- Bedford, MA (23 miles from Haverhill, MA)
- 15 days ago
- Bedford, MA (23 miles from Haverhill, MA)
- 15 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Financial Advisor Hanscom Federal Credit Union
- Bedford, MA (23 miles from Haverhill, MA)
- 30+ days ago
- Bedford, MA (23 miles from Haverhill, MA)
- 30+ 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 Services Officer I-High Street Branch
- Salem, MA (20 miles from Haverhill, MA)
- 30+ days ago
- Salem, MA (20 miles from Haverhill, MA)
- 30+ days ago
Job Listing ID: 4260685 Job Title: Financial Services Officer I-High Street Branch Application Deadline: Open Until FilledJob Location: Salem Date Posted: 04/27/2025Hours Worked Per Week: 40...
Private Client Relationship Manager
- Winchester, MA (24 miles from Haverhill, MA)
- 45+ days ago
- Winchester, MA (24 miles from Haverhill, MA)
- 45+ 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....
Financial Advisor - Merrimack Valley Credit Union
- Lawrence, MA (8 miles from Haverhill, MA)
- 60+ days ago
- Lawrence, MA (8 miles from Haverhill, MA)
- 60+ 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...
Merrill Experienced Financial Advisor
- Manchester, NH (24 miles from Haverhill, MA)
- 90+ days ago
- Manchester, NH (24 miles from Haverhill, MA)
- 90+ 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....
- Bedford, MA (23 miles from Haverhill, MA)
- 60+ days ago
- Bedford, MA (23 miles from Haverhill, MA)
- 60+ days ago
Key Result Areas: Understands and adheres to all Bank Secrecy Act and Anti-Money Laundering (BSA/AML), regulatory, security, retail banking and bank-wide policies and procedures....
Demographic Data for Haverhill, MA
Moving to Haverhill, MA? Find some basic demographic data about Haverhill, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Haverhill, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Haverhill, MA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Check Cashing
- 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
- Investigation
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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