Personal Banker Jobs in Lunenburg, 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.
Personal Banker - Peterborough, NH
- Peterborough, NH (22 miles from Lunenburg, MA)
- 13 hours ago
- Peterborough, NH (22 miles from Lunenburg, MA)
- 13 hours ago
Bar Harbor Bank & Trust is seeking an experienced retail banking professional to join our team as a full-time Personal Banker working 40 hours a week, based in our Peterborough, NH location....
Financial Advisor Hanscom Federal Credit Union
- Bedford, MA (23 miles from Lunenburg, MA)
- 8 days ago
- Bedford, MA (23 miles from Lunenburg, MA)
- 8 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...
- Worcester, MA (22 miles from Lunenburg, MA)
- 15 days ago
- Worcester, MA (22 miles from Lunenburg, MA)
- 15 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. We are looking for self-motivated and dynamic individuals who...
- Framingham, MA (23 miles from Lunenburg, MA)
- 16 days ago
- Framingham, MA (23 miles from Lunenburg, MA)
- 16 days ago
As a Personal Banker, within PNC's Metro Market, Boston Region, you will be based in Framingham, MA....
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Financial Advisor - Shrewsbury, MA
- Shrewsbury, MA (20 miles from Lunenburg, MA)
- 22 days ago
- Shrewsbury, MA (20 miles from Lunenburg, MA)
- 22 days ago
management business development techniques, products, services and overall industry....
- Ayer, MA (7 miles from Lunenburg, MA)
- 29 days ago
- Ayer, MA (7 miles from Lunenburg, MA)
- 29 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 Lunenburg, MA)
- 29 days ago
- Sudbury, MA (20 miles from Lunenburg, MA)
- 29 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 (23 miles from Lunenburg, MA)
- 30+ days ago
- Framingham, MA (23 miles from Lunenburg, MA)
- 30+ days ago
As a Personal Banker in a Solution Center Branch, you will strengthen customer relationships with a defined sales process....
- Marlborough, MA (18 miles from Lunenburg, MA)
- 30+ days ago
- Marlborough, MA (18 miles from Lunenburg, MA)
- 30+ 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 (15 miles from Lunenburg, MA)
- 30+ days ago
- Acton, MA (15 miles from Lunenburg, MA)
- 30+ 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 (22 miles from Lunenburg, MA)
- 45+ days ago
- Worcester, MA (22 miles from Lunenburg, MA)
- 45+ 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 Lunenburg, MA)
- 60+ days ago
- Stow, MA (15 miles from Lunenburg, 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 (22 miles from Lunenburg, MA)
- 45+ days ago
- Worcester, MA (22 miles from Lunenburg, MA)
- 45+ 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...
- Bedford, MA (23 miles from Lunenburg, MA)
- 45+ days ago
- Bedford, MA (23 miles from Lunenburg, MA)
- 45+ 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....
Financial Advisor Rollstone Bank & Trust
- Leominster, MA (5 miles from Lunenburg, MA)
- 45+ days ago
- Leominster, MA (5 miles from Lunenburg, MA)
- 45+ days ago
Bank 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 Lunenburg, MA
Moving to Lunenburg, MA? Find some basic demographic data about Lunenburg, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lunenburg, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lunenburg, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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