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.
Financial Advisor ( Hybrid ) $75,000.00 & Production Bonus
- CarrThaxton Financial Group,LLC
- Westford, MA (24 miles from Haverhill, MA)
- 2 days ago
- CarrThaxton Financial Group,LLC
- Westford, MA (24 miles from Haverhill, MA)
- 2 days ago
This full-time, flexible position offers the opportunity to provide clients with personalized financial planning and wealth management services, both in person and remotely....
- Exeter, NH (11 miles from Haverhill, MA)
- 1 hour ago
- Exeter, NH (11 miles from Haverhill, MA)
- 1 hour ago
Salary Grade: Service Representative I or II Duties : Represents the bank in a courteous and professional manner. Provides prompt, efficient, and accurate services to customers. Expands customer...
Private Client Relationship Manager
- Woburn, MA (21 miles from Haverhill, MA)
- 3 hours ago
- Woburn, MA (21 miles from Haverhill, MA)
- 3 hours ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
- Burlington, MA (21 miles from Haverhill, MA)
- 7 days ago
- Burlington, MA (21 miles from Haverhill, MA)
- 7 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Financial Advisor - Epping, NH
- Epping, NH (17 miles from Haverhill, MA)
- 8 days ago
- Epping, NH (17 miles from Haverhill, MA)
- 8 days ago
management business development techniques, products, services and overall industry....
Financial Advisor - Hybrid (Danvers, MA.)
- Danvers, MA (15 miles from Haverhill, MA)
- 10 days ago
- Danvers, MA (15 miles from Haverhill, MA)
- 10 days ago
management including: asset allocation, Financial management and wealth planning Serve as a resource for clients with complex wealth management needs and financial planning solutions Exhibit technical...
Financial Advisor - Merrimack Valley Credit Union
- Lawrence, MA (8 miles from Haverhill, MA)
- 15 days ago
- Lawrence, MA (8 miles from Haverhill, MA)
- 15 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...
Sr. Private Client Relationship Manager
- North Andover, MA (8 miles from Haverhill, MA)
- 16 days ago
- North Andover, MA (8 miles from Haverhill, MA)
- 16 days ago
Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity,...
Financial Advisor - North Hampton, NH
- North Hampton, NH (17 miles from Haverhill, MA)
- 21 days ago
- North Hampton, NH (17 miles from Haverhill, MA)
- 21 days ago
management business development techniques, products, services and overall industry....
- South Hamilton, MA (15 miles from Haverhill, MA)
- 30+ days ago
- South Hamilton, MA (15 miles from Haverhill, MA)
- 30+ days ago
This job posting is anticipated to remain open for 30 days, from 16-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Merrill Experienced Financial Advisor
- Manchester, NH (24 miles from Haverhill, MA)
- 45+ days ago
- Manchester, NH (24 miles from Haverhill, MA)
- 45+ 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)
- 30+ days ago
- Bedford, MA (23 miles from Haverhill, MA)
- 30+ 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....
- Portsmouth, NH (22 miles from Haverhill, MA)
- 30+ days ago
- Portsmouth, NH (22 miles from Haverhill, MA)
- 30+ days ago
Banker job family....
Private Client Financial Advisor
- Burlington, MA (21 miles from Haverhill, MA)
- 45+ days ago
- Burlington, MA (21 miles from Haverhill, MA)
- 45+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Financial Advisor - Camden National Bank
- Portsmouth, NH (22 miles from Haverhill, MA)
- 45+ days ago
- Portsmouth, NH (22 miles from Haverhill, MA)
- 45+ 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 Camden National...
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
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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