Personal Banker Jobs in Leominster, 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 (17 miles from Leominster, MA)
- 2 days ago
- CarrThaxton Financial Group,LLC
- Westford, MA (17 miles from Leominster, 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....
- Worcester, MA (18 miles from Leominster, MA)
- 21 hours ago
- Worcester, MA (18 miles from Leominster, MA)
- 21 hours ago
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self-motivated and dynamic individuals who...
- Framingham, MA (22 miles from Leominster, MA)
- 1 day ago
- Framingham, MA (22 miles from Leominster, MA)
- 1 day ago
As a Personal Banker, within PNC's Metro Market, Boston Region, you will be based in Framingham, MA....
Financial Advisor - Shrewsbury, MA
- Shrewsbury, MA (16 miles from Leominster, MA)
- 8 days ago
- Shrewsbury, MA (16 miles from Leominster, MA)
- 8 days ago
management business development techniques, products, services and overall industry....
SUMMARY: Our Personal Bankers play a key role in allowing our valued clients to see LifeDesign in action....
- Ayer, MA (10 miles from Leominster, MA)
- 14 days ago
- Ayer, MA (10 miles from Leominster, MA)
- 14 days ago
Adheres to established bank security procedures concerning cash levels, check cashing, and transaction processing....
Private Client Relationship Manager
- Sudbury, MA (20 miles from Leominster, MA)
- 14 days ago
- Sudbury, MA (20 miles from Leominster, MA)
- 14 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....
Bilingual Portuguese Personal Banker
- Framingham, MA (22 miles from Leominster, MA)
- 16 days ago
- Framingham, MA (22 miles from Leominster, MA)
- 16 days ago
As a Personal Banker in a Solution Center Branch, you will strengthen customer relationships with a defined sales process....
- Marlborough, MA (16 miles from Leominster, MA)
- 23 days ago
- Marlborough, MA (16 miles from Leominster, MA)
- 23 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 Banker - Acton, MA
- Acton, MA (17 miles from Leominster, MA)
- 24 days ago
- Acton, MA (17 miles from Leominster, MA)
- 24 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...
- Worcester, MA (18 miles from Leominster, MA)
- 30+ days ago
- Worcester, MA (18 miles from Leominster, MA)
- 30+ days ago
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Advisor We are looking for...
Private Client Relationship Manager
- Stow, MA (15 miles from Leominster, MA)
- 60+ days ago
- Stow, MA (15 miles from Leominster, MA)
- 60+ 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 (18 miles from Leominster, MA)
- 30+ days ago
- Worcester, MA (18 miles from Leominster, MA)
- 30+ 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...
Personal Financial Representative-MA
- Sudbury, MA (20 miles from Leominster, MA)
- 30+ days ago
- Sudbury, MA (20 miles from Leominster, 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 WorkBank Financial Advisor Rollstone Bank & Trust Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients....
Demographic Data for Leominster, MA
Moving to Leominster, MA? Find some basic demographic data about Leominster, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Leominster, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Leominster, 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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