Personal Banker Jobs in Roxbury, 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 Financial Advisor - Hanover, MA. Job in Braintree Gr8Jobs
- Braintree, MA (9 miles from Roxbury, MA)
- 1 day ago
- Braintree, MA (9 miles from Roxbury, MA)
- 1 day ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Canton, MA (10 miles from Roxbury, MA)
- 2 days ago
- Canton, MA (10 miles from Roxbury, MA)
- 2 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...
Graduate Admissions & Financial Advisor,
- Boston, MA (1 mile from Roxbury, MA)
- 3 days ago
- Boston, MA (1 mile from Roxbury, MA)
- 3 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...
- Newton, MA (5 miles from Roxbury, MA)
- 3 days ago
- Newton, MA (5 miles from Roxbury, 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....
Personal Banker - Porter Square
- Cambridge, MA (4 miles from Roxbury, MA)
- 3 days ago
- Cambridge, MA (4 miles from Roxbury, MA)
- 3 days ago
Key Result Areas: Understands and adheres to all Bank Secrecy Act and Anti-Money Laundering (BSA/AML), regulatory, security, retail banking and bank-wide policies and procedures....
Financial Advisor - Hybrid (Danvers, MA)
- Danvers, MA (17 miles from Roxbury, MA)
- 3 days ago
- Danvers, MA (17 miles from Roxbury, MA)
- 3 days ago
We are looking for a motivated Financial Advisor to join our growing Wealth Management team....
Private Client Relationship Manager
- Abington, MA (16 miles from Roxbury, MA)
- 4 days ago
- Abington, MA (16 miles from Roxbury, MA)
- 4 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....
Personal Financial Representative-MA
- Boston, MA (1 mile from Roxbury, MA)
- 4 days ago
- Boston, MA (1 mile from Roxbury, MA)
- 4 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- Boston, MA (1 mile from Roxbury, MA)
- 5 days ago
- Boston, MA (1 mile from Roxbury, MA)
- 5 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....
Financial Advisor - Career Change Opportunity
- Hamilton, MA (22 miles from Roxbury, MA)
- 7 days ago
- Hamilton, MA (22 miles from Roxbury, MA)
- 7 days ago
Job Overview** 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...
- Salem, MA (14 miles from Roxbury, MA)
- 9 days ago
- Salem, MA (14 miles from Roxbury, MA)
- 9 days ago
Job Summary: Personal Banker Retail Banking Group Jefferson,Oregon Salem,Oregon Description About Us: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and...
Merrill Team Financial Advisor
- Quincy, MA (7 miles from Roxbury, MA)
- 10 days ago
- Quincy, MA (7 miles from Roxbury, MA)
- 10 days ago
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
- South Hamilton, MA (22 miles from Roxbury, MA)
- 10 days ago
- South Hamilton, MA (22 miles from Roxbury, MA)
- 10 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. Join a financial services firm where your contributions...
- Boston, MA (1 mile from Roxbury, MA)
- 10 days ago
- Boston, MA (1 mile from Roxbury, MA)
- 10 days ago
Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next...
JPMorgan Private Client Relationship Manager - Boston, MA
- Boston, MA (1 mile from Roxbury, MA)
- 11 days ago
- Boston, MA (1 mile from Roxbury, MA)
- 11 days ago
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships...
Demographic Data for Roxbury, MA
Moving to Roxbury, MA? Find some basic demographic data about Roxbury, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Roxbury, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Roxbury, 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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