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.
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....
- 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...
- 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...
- 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....
- 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- 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.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Middleton, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Middleton, 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
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- 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
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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