Personal Banker Jobs in Manchester, 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.
- Peabody, MA (11 miles from Manchester, MA)
- 20 hours ago
- Peabody, MA (11 miles from Manchester, MA)
- 20 hours ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
Direct Indexing Client Relationship Manager
- Boston, MA (21 miles from Manchester, MA)
- 23 hours ago
- Boston, MA (21 miles from Manchester, MA)
- 23 hours ago
Overview: Active Index Advisors (AIA) helps clients customize portfolios for specific investment objectives including tax management and values-alignment. The Client Relationship Manager (CRM) is...
Financial Advisor, Dorchester, MA
- Dorchester, MA (24 miles from Manchester, MA)
- 1 day ago
- Dorchester, MA (24 miles from Manchester, MA)
- 1 day ago
Financial Advisor, Dorchester, MACountry: United States of America WHAT YOU WILL BE DOING Identifies and pursues new sales prospects within existing or untapped markets. Gathers market...
Personal Banker Associate I - Commerce Place (Lafayette, IN)
- Malden, MA (17 miles from Manchester, MA)
- 3 days ago
- Malden, MA (17 miles from Manchester, MA)
- 3 days ago
Banker job family....
Private Client Relationship Manager
- Dorchester, MA (24 miles from Manchester, MA)
- 5 days ago
- Dorchester, MA (24 miles from Manchester, MA)
- 5 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....
- Boston, MA (21 miles from Manchester, MA)
- 7 days ago
- Boston, MA (21 miles from Manchester, MA)
- 7 days ago
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal...
Senior Client Relationship Manager -- Employee Benefits
- Wilmington, MA (20 miles from Manchester, MA)
- 7 days ago
- Wilmington, MA (20 miles from Manchester, MA)
- 7 days ago
management products and services....
Private Client Banker - North Andover, MA
- North Andover, MA (17 miles from Manchester, MA)
- 20 days ago
- North Andover, MA (17 miles from Manchester, MA)
- 20 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...
Health Solutions Client Relationship Manager
- Boston, MA (21 miles from Manchester, MA)
- 21 days ago
- Boston, MA (21 miles from Manchester, MA)
- 21 days ago
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
Client Relationship Manager - Employee Benefits
- Wilmington, MA (20 miles from Manchester, MA)
- 21 days ago
- Wilmington, MA (20 miles from Manchester, MA)
- 21 days ago
management products and services....
- Newton, NH (24 miles from Manchester, MA)
- 22 days ago
- Newton, NH (24 miles from Manchester, MA)
- 22 days ago
Personal Banker Skills: + Active participation in individual, team, and Bank goals as set forth by branch manager. + Opens all types of accounts and assists customers with their existing relationships...
Graduate Admissions & Financial Advisor,
- Boston, MA (21 miles from Manchester, MA)
- 26 days ago
- Boston, MA (21 miles from Manchester, MA)
- 26 days ago
Full-Time/Regular With roots dating back to 1918, Boston UniversitySchool of Social Work has more than 100 years of social work educationhistory, a dynamic faculty leading innovative search on...
Personal Banker - Porter Square
- Cambridge, MA (23 miles from Manchester, MA)
- 27 days ago
- Cambridge, MA (23 miles from Manchester, MA)
- 27 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 - Hybrid (Danvers, MA)
- Danvers, MA (9 miles from Manchester, MA)
- 27 days ago
- Danvers, MA (9 miles from Manchester, MA)
- 27 days ago
We are looking for a motivated Financial Advisor to join our growing Wealth Management team....
Personal Financial Representative-MA
- Boston, MA (21 miles from Manchester, MA)
- 28 days ago
- Boston, MA (21 miles from Manchester, MA)
- 28 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 WorkDemographic Data for Manchester, MA
Moving to Manchester, MA? Find some basic demographic data about Manchester, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Manchester, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Manchester, 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
- Asset Allocation
- 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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