Personal Banker Jobs in Milford, 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.
- Johnston, RI (22 miles from Milford, MA)
- 2 days ago
- Johnston, RI (22 miles from Milford, MA)
- 2 days ago
Between $80k and $120k Per Year Position range in Rhode Island $60k - $147k Per Year Financial Advisor New York Life- Brendon Fausset Occupation: Personal Financial Advisors Location: Johnston, RI...
Private Client Relationship Manager
- Franklin, MA (7 miles from Milford, MA)
- 2 days ago
- Franklin, MA (7 miles from Milford, MA)
- 2 days ago
Qualifications: Bachelors degree (preferred). 3-5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients....
- Dedham, MA (18 miles from Milford, MA)
- 3 days ago
- Dedham, MA (18 miles from Milford, MA)
- 3 days ago
Job Summary: Proficiently perform teller function processing transactions with accuracy and balance according to the Banks standards, procedures and policies. Broaden customer relationships by...
- Worcester, MA (16 miles from Milford, MA)
- 5 days ago
- Worcester, MA (16 miles from Milford, MA)
- 5 days ago
Helps tellers with complex work-related matters, i.e., check cashing, loan setups, and interest penalties....
- Canton, MA (20 miles from Milford, MA)
- 6 days ago
- Canton, MA (20 miles from Milford, MA)
- 6 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
- Providence, RI (23 miles from Milford, MA)
- 7 days ago
- Providence, RI (23 miles from Milford, MA)
- 7 days ago
Achieve growth targets for your assigned book of business across the deposits, wealth revenue and consumer lending....
- Newton, MA (22 miles from Milford, MA)
- 7 days ago
- Newton, MA (22 miles from Milford, MA)
- 7 days ago
This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors....
Personal Financial Representative-RI
- Providence, RI (23 miles from Milford, MA)
- 8 days ago
- Providence, RI (23 miles from Milford, MA)
- 8 days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote Work- Providence, RI (23 miles from Milford, MA)
- 12 days ago
- Providence, RI (23 miles from Milford, MA)
- 12 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Royersford, PA at the Providence Court branch....
Personal Banking Representative - Johnston, RI
- Johnston, RI (22 miles from Milford, MA)
- 14 days ago
- Johnston, RI (22 miles from Milford, MA)
- 14 days ago
. * Possess good working knowledge of all consumer-lending products. * Interview consumer loan applicants....
Merrill Experienced Financial Advisor
- Wellesley Hills, MA (16 miles from Milford, MA)
- 18 days ago
- Wellesley Hills, MA (16 miles from Milford, MA)
- 18 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Personal Banker Associate I - Bethany Village (Milton, GA)
- Milton, MA (23 miles from Milford, MA)
- 19 days ago
- Milton, MA (23 miles from Milford, MA)
- 19 days ago
Banker job family....
Personal Financial Representative-MA
- Sudbury, MA (17 miles from Milford, MA)
- 30+ days ago
- Sudbury, MA (17 miles from Milford, MA)
- 30+ days ago
Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility, and access to new customers....
Remote Work- Worcester, MA (16 miles from Milford, MA)
- 45+ days ago
- Worcester, MA (16 miles from Milford, MA)
- 45+ days ago
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self-motivated and dynamic individuals who...
Private Client Banker- Metro Central Area
- Brookline, MA (23 miles from Milford, MA)
- 45+ days ago
- Brookline, MA (23 miles from Milford, MA)
- 45+ 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 Milford, MA
Moving to Milford, MA? Find some basic demographic data about Milford, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Milford, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Milford, 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
- Certified Financial Planner
- Check Cashing
- 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Investigation
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Regulations
- Reporting
- 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 »