Personal Banker Jobs in Millis, 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
- Hyde Park, MA (13 miles from Millis, MA)
- 12 hours ago
- Hyde Park, MA (13 miles from Millis, MA)
- 12 hours ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
- Pawtucket, RI (20 miles from Millis, MA)
- 12 hours ago
- Pawtucket, RI (20 miles from Millis, MA)
- 12 hours 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....
.33 Yearbook Editorial & Financial Advisor
- Ashland, MA (8 miles from Millis, MA)
- 1 day ago
- Ashland, MA (8 miles from Millis, MA)
- 1 day ago
.33 Yearbook Editorial & Financial Advisor Ashland Public Schools Ashland High School - Ashland, Massachusetts This job is also posted in Ashland School District Job Details Job ID:5259331...
Personal Banker Associate I - Commerce Place (Lafayette, IN)
- Malden, MA (24 miles from Millis, MA)
- 1 day ago
- Malden, MA (24 miles from Millis, MA)
- 1 day ago
Banker job family....
Private Client Relationship Manager
- Mattapan, MA (15 miles from Millis, MA)
- 2 days ago
- Mattapan, MA (15 miles from Millis, 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....
Private Client Relationship Manager
- Milton, MA (15 miles from Millis, MA)
- 3 days ago
- Milton, MA (15 miles from Millis, MA)
- 3 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....
Financial Advisor - Career Change Opportunity
- Arlington, MA (20 miles from Millis, MA)
- 3 days ago
- Arlington, MA (20 miles from Millis, 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...
Retail Personal Banker Associate II - Randall Square - Full Time
- Providence, RI (23 miles from Millis, MA)
- 3 days ago
- Providence, RI (23 miles from Millis, MA)
- 3 days ago
GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers....
- Boston, MA (20 miles from Millis, MA)
- 5 days ago
- Boston, MA (20 miles from Millis, MA)
- 5 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...
- Johnston, RI (24 miles from Millis, MA)
- 7 days ago
- Johnston, RI (24 miles from Millis, MA)
- 7 days ago
$90k Per Year Position range in Rhode Island $60k - $147k Per Year Personal Financial Advisor New York Life Occupation: Personal Financial Advisors Location: Johnston, RI - 02919 Positions...
Health Solutions Client Relationship Manager
- Boston, MA (20 miles from Millis, MA)
- 18 days ago
- Boston, MA (20 miles from Millis, MA)
- 18 days ago
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
- Johnston, RI (24 miles from Millis, MA)
- 19 days ago
- Johnston, RI (24 miles from Millis, MA)
- 19 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...
- Dedham, MA (10 miles from Millis, MA)
- 20 days ago
- Dedham, MA (10 miles from Millis, MA)
- 20 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 (23 miles from Millis, MA)
- 22 days ago
- Worcester, MA (23 miles from Millis, MA)
- 22 days ago
Helps tellers with complex work-related matters, i.e., check cashing, loan setups, and interest penalties....
Private Client Relationship Manager
- Providence, RI (23 miles from Millis, MA)
- 24 days ago
- Providence, RI (23 miles from Millis, MA)
- 24 days ago
Achieve growth targets for your assigned book of business across the deposits, wealth revenue and consumer lending....
Demographic Data for Millis, MA
Moving to Millis, MA? Find some basic demographic data about Millis, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Millis, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Millis, 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
- Negotiation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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