Personal Banker Jobs in Northborough, 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.
- Worcester, MA (9 miles from Northborough, MA)
- 1 day ago
- Worcester, MA (9 miles from Northborough, MA)
- 1 day ago
Helps tellers with complex work-related matters, i.e., check cashing, loan setups, and interest penalties....
- Newton, MA (23 miles from Northborough, MA)
- 3 days ago
- Newton, MA (23 miles from Northborough, MA)
- 3 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....
Financial Advisor - Summit Credit Union
- Fitchburg, MA (19 miles from Northborough, MA)
- 9 days ago
- Fitchburg, MA (19 miles from Northborough, MA)
- 9 days ago
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Summit Credit...
Private Client Financial Advisor
- Bedford, MA (21 miles from Northborough, MA)
- 11 days ago
- Bedford, MA (21 miles from Northborough, MA)
- 11 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Leominster, MA (15 miles from Northborough, MA)
- 11 days ago
- Leominster, MA (15 miles from Northborough, MA)
- 11 days ago
This job posting is anticipated to remain open for 30 days, from 28-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Merrill Experienced Financial Advisor
- Wellesley Hills, MA (18 miles from Northborough, MA)
- 14 days ago
- Wellesley Hills, MA (18 miles from Northborough, MA)
- 14 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 Financial Representative-MA
- Sudbury, MA (11 miles from Northborough, MA)
- 28 days ago
- Sudbury, MA (11 miles from Northborough, MA)
- 28 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 WorkFinancial Advisor Hanscom Federal Credit Union
- Bedford, MA (21 miles from Northborough, MA)
- 30+ days ago
- Bedford, MA (21 miles from Northborough, MA)
- 30+ days ago
Credit Union Financial Advisor Hanscom Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial...
- Worcester, MA (9 miles from Northborough, MA)
- 45+ days ago
- Worcester, MA (9 miles from Northborough, 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
- Wellesley, MA (18 miles from Northborough, MA)
- 45+ days ago
- Wellesley, MA (18 miles from Northborough, 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...
- Dedham, MA (23 miles from Northborough, MA)
- 45+ days ago
- Dedham, MA (23 miles from Northborough, MA)
- 45+ days ago
As a Personal Banker in a Solution Center Branch, you will strengthen customer relationships with a defined sales process....
- Ayer, MA (16 miles from Northborough, MA)
- 45+ days ago
- Ayer, MA (16 miles from Northborough, MA)
- 45+ days ago
Adheres to established bank security procedures concerning cash levels, check cashing, and transaction processing....
- Needham, MA (20 miles from Northborough, MA)
- 60+ days ago
- Needham, MA (20 miles from Northborough, MA)
- 60+ days ago
ESSENTIAL DUTIES & RESPONSIBILITIES Perform all Personal Banker I duties: Demonstrate awareness, commitment and dedication to servicing and building customer relationship Gain full knowledge of the...
- Marlborough, MA (4 miles from Northborough, MA)
- 60+ days ago
- Marlborough, MA (4 miles from Northborough, MA)
- 60+ days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
- Watertown, MA (23 miles from Northborough, MA)
- 60+ days ago
- Watertown, MA (23 miles from Northborough, MA)
- 60+ days ago
Application Deadline: 05/29/2025 Address: 205 N 2nd Street Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members...
Demographic Data for Northborough, MA
Moving to Northborough, MA? Find some basic demographic data about Northborough, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Northborough, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Northborough, 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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