Personal Banker Jobs in Holden, 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 (New Build) Clinton, MA
- Clinton, MA (9 miles from Holden, MA)
- 5 days ago
- Clinton, MA (9 miles from Holden, MA)
- 5 days 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...
- Sudbury, MA (22 miles from Holden, MA)
- 6 days ago
- Sudbury, MA (22 miles from Holden, MA)
- 6 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....
- Worcester, MA (5 miles from Holden, MA)
- 16 days ago
- Worcester, MA (5 miles from Holden, MA)
- 16 days ago
Helps tellers with complex work-related matters, i.e., check cashing, loan setups, and interest penalties....
Financial Advisor - Summit Credit Union
- Fitchburg, MA (17 miles from Holden, MA)
- 24 days ago
- Fitchburg, MA (17 miles from Holden, MA)
- 24 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...
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- Leominster, MA (13 miles from Holden, MA)
- 26 days ago
- Leominster, MA (13 miles from Holden, MA)
- 26 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 (5 miles from Holden, MA)
- 29 days ago
- Worcester, MA (5 miles from Holden, MA)
- 29 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 Financial Representative-MA
- Sudbury, MA (22 miles from Holden, MA)
- 30+ days ago
- Sudbury, MA (22 miles from Holden, 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- Marlborough, MA (15 miles from Holden, MA)
- 60+ days ago
- Marlborough, MA (15 miles from Holden, MA)
- 60+ days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
Private Client Relationship Manager
- Stow, MA (19 miles from Holden, MA)
- 90+ days ago
- Stow, MA (19 miles from Holden, MA)
- 90+ 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 - Worcester, MA and Surrounding
- Worcester, MA (5 miles from Holden, MA)
- 90+ days ago
- Worcester, MA (5 miles from Holden, MA)
- 90+ 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...
- Lunenburg, MA (18 miles from Holden, MA)
- 90+ days ago
- Lunenburg, MA (18 miles from Holden, 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 Holden, MA
Moving to Holden, MA? Find some basic demographic data about Holden, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Holden, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Holden, 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
- 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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