Personal Banker Jobs in Marshfield, 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.
Client Relationship Manager II
- Canton, MA (21 miles from Marshfield, MA)
- 1 day ago
- Canton, MA (21 miles from Marshfield, MA)
- 1 day 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...
- Bridgewater, MA (16 miles from Marshfield, MA)
- 4 days ago
- Bridgewater, MA (16 miles from Marshfield, MA)
- 4 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...
- Boston, MA (24 miles from Marshfield, MA)
- 5 days ago
- Boston, MA (24 miles from Marshfield, MA)
- 5 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....
De Novo Personal Banker I - Bethany Village (Milton, GA)
- Milton, MA (20 miles from Marshfield, MA)
- 8 days ago
- Milton, MA (20 miles from Marshfield, MA)
- 8 days ago
Banker job family....
Personal Banking Representative - Boston, MA
- Boston, MA (24 miles from Marshfield, MA)
- 8 days ago
- Boston, MA (24 miles from Marshfield, MA)
- 8 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....
Contact Center Personal Banker
- Boston, MA (24 miles from Marshfield, MA)
- 10 days ago
- Boston, MA (24 miles from Marshfield, MA)
- 10 days ago
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote Work- Boston, MA (24 miles from Marshfield, MA)
- 12 days ago
- Boston, MA (24 miles from Marshfield, MA)
- 12 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
- Boston, MA (24 miles from Marshfield, MA)
- 12 days ago
- Boston, MA (24 miles from Marshfield, MA)
- 12 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
Private Client Relationship Manager
- Quincy, MA (17 miles from Marshfield, MA)
- 13 days ago
- Quincy, MA (17 miles from Marshfield, MA)
- 13 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....
Private Client Relationship Manager
- Braintree, MA (16 miles from Marshfield, MA)
- 14 days ago
- Braintree, MA (16 miles from Marshfield, 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....
Personal Banker II - Bethany Village (Milton, GA)
- Milton, MA (20 miles from Marshfield, MA)
- 15 days ago
- Milton, MA (20 miles from Marshfield, MA)
- 15 days ago
Banker job family....
Sr. Private Client Relationship Manager
- Randolph, MA (18 miles from Marshfield, MA)
- 15 days ago
- Randolph, MA (18 miles from Marshfield, MA)
- 15 days ago
Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity,...
Financial Advisor Development Program - October 2025
- Boston, MA (24 miles from Marshfield, MA)
- 18 days ago
- Boston, MA (24 miles from Marshfield, MA)
- 18 days ago
Are you passionate about finance and eager to embark on a rewarding career in wealth management? Are you a great listener and clear communicator?...
Financial Advisor - Boston, MA
- Boston, MA (24 miles from Marshfield, MA)
- 30+ days ago
- Boston, MA (24 miles from Marshfield, MA)
- 30+ days ago
Thrivent Financial Advisor 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...
Senior Personal Banking Advisor
- Brockton, MA (16 miles from Marshfield, MA)
- 45+ days ago
- Brockton, MA (16 miles from Marshfield, MA)
- 45+ days ago
Senior Personal Banking Advisor Senior Personal Banking Advisor Brockton, MA Retail Job Type Full-time Description Join the Bank that shares success with others! As a locally managed mutual bank,...
Demographic Data for Marshfield, MA
Moving to Marshfield, MA? Find some basic demographic data about Marshfield, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Marshfield, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Marshfield, 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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