Personal Banker Jobs in Norfolk, 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.
Client Relationship Manager - Healthcare
- Boston, MA (21 miles from Norfolk, MA)
- 1 day ago
- Boston, MA (21 miles from Norfolk, MA)
- 1 day 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 (21 miles from Norfolk, MA)
- 2 days ago
- Boston, MA (21 miles from Norfolk, 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....
Direct Indexing Client Relationship Manager
- Boston, MA (21 miles from Norfolk, MA)
- 3 days ago
- Boston, MA (21 miles from Norfolk, MA)
- 3 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...
.33 Yearbook Editorial & Financial Advisor
- Ashland, MA (12 miles from Norfolk, MA)
- 6 days ago
- Ashland, MA (12 miles from Norfolk, MA)
- 6 days 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...
Private Client Relationship Manager
- Mattapan, MA (16 miles from Norfolk, MA)
- 7 days ago
- Mattapan, MA (16 miles from Norfolk, 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....
Private Client Relationship Manager
- Milton, MA (15 miles from Norfolk, MA)
- 8 days ago
- Milton, MA (15 miles from Norfolk, MA)
- 8 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....
Retail Personal Banker Associate II - Randall Square - Full Time
- Providence, RI (20 miles from Norfolk, MA)
- 8 days ago
- Providence, RI (20 miles from Norfolk, MA)
- 8 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 (21 miles from Norfolk, MA)
- 10 days ago
- Boston, MA (21 miles from Norfolk, MA)
- 10 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 (22 miles from Norfolk, MA)
- 12 days ago
- Johnston, RI (22 miles from Norfolk, MA)
- 12 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 (21 miles from Norfolk, MA)
- 23 days ago
- Boston, MA (21 miles from Norfolk, MA)
- 23 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 (22 miles from Norfolk, MA)
- 24 days ago
- Johnston, RI (22 miles from Norfolk, MA)
- 24 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 (11 miles from Norfolk, MA)
- 25 days ago
- Dedham, MA (11 miles from Norfolk, MA)
- 25 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...
Private Client Banker- Cranston
- Cranston, RI (23 miles from Norfolk, MA)
- 29 days ago
- Cranston, RI (23 miles from Norfolk, MA)
- 29 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 (20 miles from Norfolk, MA)
- 29 days ago
- Providence, RI (20 miles from Norfolk, MA)
- 29 days ago
Achieve growth targets for your assigned book of business across the deposits, wealth revenue and consumer lending....
Graduate Admissions & Financial Advisor,
- Boston, MA (21 miles from Norfolk, MA)
- 29 days ago
- Boston, MA (21 miles from Norfolk, MA)
- 29 days ago
Full-Time/Regular With roots dating back to 1918, Boston UniversitySchool of Social Work has more than 100 years of social work educationhistory, a dynamic faculty leading innovative search on...
Demographic Data for Norfolk, MA
Moving to Norfolk, MA? Find some basic demographic data about Norfolk, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Norfolk, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Norfolk, 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
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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