Personal Banker Jobs in Middleton, 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.

1-15 of 34 Jobs

Private Client Relationship Manager

  • Boston, MA (17 miles from Middleton, MA)
  • 9 hours ago
  • Boston, MA (17 miles from Middleton, MA)
  • 9 hours ago

management or other relevant equivalent experience.Experience working with affluent and high net worth clients.A minimum of two licenses required: SIE, Series 6, 7, 63, 65, or 66 licenses, and Life...

US Experienced Financial Advisor

  • Cambridge, MA (16 miles from Middleton, MA)
  • 10 hours ago
  • Cambridge, MA (16 miles from Middleton, MA)
  • 10 hours ago

We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model....

Financial Advisor

  • Watertown, MA (18 miles from Middleton, MA)
  • 14 hours ago
  • Watertown, MA (18 miles from Middleton, MA)
  • 14 hours ago

Application Deadline: 07/31/2025 Address: 205 N 2nd Street Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members...

Client Relationship Manager - 75k to 80K - Hiring Immediately

  • Boston, MA (17 miles from Middleton, MA)
  • 1 day ago
  • Boston, MA (17 miles from Middleton, MA)
  • 1 day ago

Client Relationship Manager - 75k to 80K - Hiring Immediately ProPivotal is the largest Boston - based staffing firm and has been recognized by a number of organizations for our exceptional...

Personal Banker

  • Roxbury, MA (18 miles from Middleton, MA)
  • 1 day ago
  • Roxbury, MA (18 miles from Middleton, MA)
  • 1 day ago

As a Full Time Personal Banker within PNC's Boston Region Retail Branch organization, you will be based in Roxbury, MA....

Client Relationship Manager - Healthcare

  • Boston, MA (17 miles from Middleton, MA)
  • 6 days ago
  • Boston, MA (17 miles from Middleton, MA)
  • 6 days ago

Cognizant Technology Solutions is currently seeking a Client Relationship Manager who will contribute toward building trusted advisor relationships, commercial growth and rapid business expansion...

Private Client Banker

  • Boston, MA (17 miles from Middleton, MA)
  • 7 days ago
  • Boston, MA (17 miles from Middleton, MA)
  • 7 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-Peabody, MA

  • Peabody, MA (5 miles from Middleton, MA)
  • 8 days ago
  • Peabody, MA (5 miles from Middleton, MA)
  • 8 days 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 (17 miles from Middleton, MA)
  • 8 days ago
  • Boston, MA (17 miles from Middleton, MA)
  • 8 days 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...

Personal Banker Associate I - Commerce Place (Lafayette, IN)

  • Malden, MA (11 miles from Middleton, MA)
  • 11 days ago
  • Malden, MA (11 miles from Middleton, MA)
  • 11 days ago

Banker job family....

Private Client Relationship Manager

  • Mattapan, MA (22 miles from Middleton, MA)
  • 12 days ago
  • Mattapan, MA (22 miles from Middleton, MA)
  • 12 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: Springfield, MA

  • Nashua, NH (24 miles from Middleton, MA)
  • 13 days ago
  • Nashua, NH (24 miles from Middleton, MA)
  • 13 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 Work

Financial Advisor

  • Boston, MA (17 miles from Middleton, MA)
  • 15 days ago
  • Boston, MA (17 miles from Middleton, MA)
  • 15 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 (8 miles from Middleton, MA)
  • 15 days ago
  • Wilmington, MA (8 miles from Middleton, MA)
  • 15 days ago

management products and services....

Private Client Banker - Nashua North, NH

  • Nashua, NH (24 miles from Middleton, MA)
  • 22 days ago
  • Nashua, NH (24 miles from Middleton, MA)
  • 22 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...

Demographic Data for Middleton, MA

Moving to Middleton, MA? Find some basic demographic data about Middleton, MA below.


Local
National
9,779
367
Medium/Sm

Personal Banker Online Courses and Training Opportunities

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Salary for Personal Banker Jobs in Middleton, MA

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireBanking research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Banker positions.



Highest Education Level

Personal Bankers in Middleton, MA offer the following education background
Bachelor's Degree
39.9%
High School or GED
20.1%
Master's Degree
14.4%
Associate's Degree
12.8%
Vocational Degree or Certification
8.6%
Some College
2.7%
Doctorate Degree
0.9%
Some High School
0.6%

Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Bankers in Middleton, MA
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%



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