Personal Banker Jobs in Mansfield, 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.
- Boston, MA (24 miles from Mansfield, MA)
- 23 hours ago
- Boston, MA (24 miles from Mansfield, MA)
- 23 hours ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
- Providence, RI (16 miles from Mansfield, MA)
- 1 day ago
- Providence, RI (16 miles from Mansfield, MA)
- 1 day ago
Financial Advising Intern Location: Providence Duration: Summer 2025, 10-12 weeks About Us: At Northwestern Mutual, we're committed to helping individuals and businesses achieve financial...
Client Relationship Manager - Life Sciences -Boston, MA
- Boston, MA (24 miles from Mansfield, MA)
- 2 days ago
- Boston, MA (24 miles from Mansfield, MA)
- 2 days ago
Client Relationship Manager - Life Sciences Location: Boston, MA Overview Client Relationship Managers are key contributors to the commercial side of Cognizant's IT and Consulting Business. They...
Client Relationship Manager II
- Canton, MA (12 miles from Mansfield, MA)
- 3 days ago
- Canton, MA (12 miles from Mansfield, MA)
- 3 days ago
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Business Management Travel Percentage : 1 - 5% Job Description We are...
Retail Personal Banker II - Tri County FC (Cincinnati)
- Franklin, MA (10 miles from Mansfield, MA)
- 3 days ago
- Franklin, MA (10 miles from Mansfield, MA)
- 3 days ago
GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers....
- Framingham, MA (23 miles from Mansfield, MA)
- 4 days ago
- Framingham, MA (23 miles from Mansfield, MA)
- 4 days ago
As a Personal Banker, within PNC's Metro Market, Boston Region, you will be based in Framingham, MA....
Personal Banking Representative - Coolidge Corner
- Brookline, MA (21 miles from Mansfield, MA)
- 4 days ago
- Brookline, MA (21 miles from Mansfield, MA)
- 4 days ago
Possess good working knowledge of all consumer-lending products. Interview consumer loan applicants. Submit and close consumer and equity loans. Basic knowledge of small business lending products....
Private Client Banker- Metro Central Area
- Brookline, MA (21 miles from Mansfield, MA)
- 5 days ago
- Brookline, MA (21 miles from Mansfield, MA)
- 5 days ago
JobID: 210618901 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-04-21T13:44:16+00:00 JobShift: Day : You have a passion for taking care of our customers and employees...
- Bridgewater, MA (13 miles from Mansfield, MA)
- 6 days ago
- Bridgewater, MA (13 miles from Mansfield, MA)
- 6 days ago
This job posting is anticipated to remain open for 30 days, from 21-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Private Client Banker- Metro Central Area
- Wellesley, MA (20 miles from Mansfield, MA)
- 7 days ago
- Wellesley, MA (20 miles from Mansfield, MA)
- 7 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...
- Boston, MA (24 miles from Mansfield, MA)
- 7 days ago
- Boston, MA (24 miles from Mansfield, MA)
- 7 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....
- Newton, MA (23 miles from Mansfield, MA)
- 8 days ago
- Newton, MA (23 miles from Mansfield, MA)
- 8 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....
- Providence, RI (16 miles from Mansfield, MA)
- 8 days ago
- Providence, RI (16 miles from Mansfield, MA)
- 8 days ago
FINANCIAL ADVISOR LOCATION Providence, RI Hybrid TYPE Direct Hire SALARY $75,000 - $125,000 / yr ID CA... POSTED Apr 14, 2025 FINANCIAL ADVISOR $75,000-90,000 Base Salary + Quarterly Production...
Wealth Management Client Associate / Financial Advisor Support
- Providence, RI (16 miles from Mansfield, MA)
- 8 days ago
- Providence, RI (16 miles from Mansfield, MA)
- 8 days ago
Wealth Management Client Associate / Financial Advisor Support LOCATION Providence, RI Hybrid TYPE Direct Hire SALARY $65,000 - $95,000 / yr ID CA......
Personal Banking Representative - Boston, MA
- Boston, MA (24 miles from Mansfield, MA)
- 11 days ago
- Boston, MA (24 miles from Mansfield, MA)
- 11 days ago
Possess good working knowledge of all consumer-lending products. Interview consumer loan applicants. Submit and close consumer and equity loans. Basic knowledge of small business lending products....
Demographic Data for Mansfield, MA
Moving to Mansfield, MA? Find some basic demographic data about Mansfield, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Mansfield, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Mansfield, 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
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment 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
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »