Personal Banker Jobs in Pepperell, 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.
Financial Advisor - Career Change Opportunity
- Leominster, MA (13 miles from Pepperell, MA)
- 1 day ago
- Leominster, MA (13 miles from Pepperell, MA)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 01-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Merrimack, NH (13 miles from Pepperell, MA)
- 1 day ago
- Merrimack, NH (13 miles from Pepperell, MA)
- 1 day ago
management firm....
Financial Advisor: Springfield, MA
- Nashua, NH (8 miles from Pepperell, MA)
- 5 days ago
- Nashua, NH (8 miles from Pepperell, MA)
- 5 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 WorkSenior Client Relationship Manager -- Employee Benefits
- Wilmington, MA (22 miles from Pepperell, MA)
- 7 days ago
- Wilmington, MA (22 miles from Pepperell, MA)
- 7 days ago
management products and services....
Elliot Health System - Financial Advisor - Financial Advocacy - Full Time
- Manchester, NH (23 miles from Pepperell, MA)
- 12 days ago
- Manchester, NH (23 miles from Pepperell, MA)
- 12 days ago
Come work at the best place to give and receive care! Job Description: Who We Are: Elliot Hosptial takes great pride in ensuring our patients are provided with as many resources as we can provide....
Private Client Banker - Nashua North, NH
- Nashua, NH (8 miles from Pepperell, MA)
- 14 days ago
- Nashua, NH (8 miles from Pepperell, MA)
- 14 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 Banker - Clinton, MA
- Clinton, MA (18 miles from Pepperell, MA)
- 14 days ago
- Clinton, MA (18 miles from Pepperell, MA)
- 14 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...
Client Relationship Manager - Employee Benefits
- Wilmington, MA (22 miles from Pepperell, MA)
- 21 days ago
- Wilmington, MA (22 miles from Pepperell, MA)
- 21 days ago
management products and services....
- Nashua, NH (8 miles from Pepperell, MA)
- 26 days ago
- Nashua, NH (8 miles from Pepperell, MA)
- 26 days ago
The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele....
- Merrimack, NH (13 miles from Pepperell, MA)
- 27 days ago
- Merrimack, NH (13 miles from Pepperell, MA)
- 27 days ago
This job posting is anticipated to remain open for 30 days, from 05-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Financial Representative-NH
- Manchester, NH (23 miles from Pepperell, MA)
- 28 days ago
- Manchester, NH (23 miles from Pepperell, MA)
- 28 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 WorkFinancial Advisor - Summit Credit Union
- Fitchburg, MA (11 miles from Pepperell, MA)
- 30+ days ago
- Fitchburg, MA (11 miles from Pepperell, MA)
- 30+ 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 (20 miles from Pepperell, MA)
- 30+ days ago
- Bedford, MA (20 miles from Pepperell, MA)
- 30+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Financial Advisor Hanscom Federal Credit Union
- Bedford, MA (20 miles from Pepperell, MA)
- 60+ days ago
- Bedford, MA (20 miles from Pepperell, MA)
- 60+ 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...
- Bedford, NH (19 miles from Pepperell, MA)
- 60+ days ago
- Bedford, NH (19 miles from Pepperell, MA)
- 60+ days ago
Our Wealth Management division is seeking a Senior Financial Advisor to join its Wealth Management team in Bedford, NH....
Demographic Data for Pepperell, MA
Moving to Pepperell, MA? Find some basic demographic data about Pepperell, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Pepperell, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Pepperell, 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
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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