Personal Banker Jobs in Methuen, 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 Associate I - Commerce Place (Lafayette, IN)
- Malden, MA (21 miles from Methuen, MA)
- 1 day ago
- Malden, MA (21 miles from Methuen, MA)
- 1 day ago
Banker job family....
Private Client Relationship Manager
- Stratham, NH (24 miles from Methuen, MA)
- 2 days ago
- Stratham, NH (24 miles from Methuen, MA)
- 2 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 - Career Change Opportunity
- Arlington, MA (21 miles from Methuen, MA)
- 3 days ago
- Arlington, MA (21 miles from Methuen, MA)
- 3 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 26-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Private Client Banker (New Build) Hanover, NH
- Stratham, NH (24 miles from Methuen, MA)
- 3 days ago
- Stratham, NH (24 miles from Methuen, MA)
- 3 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...
Financial Advisor: Springfield, MA
- Nashua, NH (14 miles from Methuen, MA)
- 3 days ago
- Nashua, NH (14 miles from Methuen, MA)
- 3 days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Remote WorkSenior Client Relationship Manager -- Employee Benefits
- Wilmington, MA (11 miles from Methuen, MA)
- 5 days ago
- Wilmington, MA (11 miles from Methuen, MA)
- 5 days ago
management products and services....
Elliot Health System - Financial Advisor - Financial Advocacy - Full Time
- Manchester, NH (22 miles from Methuen, MA)
- 10 days ago
- Manchester, NH (22 miles from Methuen, MA)
- 10 days ago
Come work at the best place to give and receive care! Job Description: Who We Are: Elliot Hosptial takes great pride in ensuring our patients are provided with as many resources as we can provide....
Private Client Banker - Nashua North, NH
- Nashua, NH (14 miles from Methuen, MA)
- 12 days ago
- Nashua, NH (14 miles from Methuen, MA)
- 12 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...
Private Client Relationship Manager
- Woburn, MA (16 miles from Methuen, MA)
- 14 days ago
- Woburn, MA (16 miles from Methuen, 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....
Private Client Banker - North Andover, MA
- North Andover, MA (6 miles from Methuen, MA)
- 18 days ago
- North Andover, MA (6 miles from Methuen, MA)
- 18 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...
Client Relationship Manager - Employee Benefits
- Wilmington, MA (11 miles from Methuen, MA)
- 19 days ago
- Wilmington, MA (11 miles from Methuen, MA)
- 19 days ago
management products and services....
- Newton, NH (11 miles from Methuen, MA)
- 20 days ago
- Newton, NH (11 miles from Methuen, MA)
- 20 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...
- Nashua, NH (14 miles from Methuen, MA)
- 24 days ago
- Nashua, NH (14 miles from Methuen, MA)
- 24 days ago
The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele....
Personal Banker - Porter Square
- Cambridge, MA (24 miles from Methuen, MA)
- 24 days ago
- Cambridge, MA (24 miles from Methuen, MA)
- 24 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 (16 miles from Methuen, MA)
- 25 days ago
- Danvers, MA (16 miles from Methuen, MA)
- 25 days ago
We are looking for a motivated Financial Advisor to join our growing Wealth Management team....
Demographic Data for Methuen, MA
Moving to Methuen, MA? Find some basic demographic data about Methuen, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Methuen, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Methuen, 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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