Personal Banker Jobs in Southwick, 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.
- West Springfield, MA (8 miles from Southwick, MA)
- 1 day ago
- West Springfield, MA (8 miles from Southwick, MA)
- 1 day ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Licensed Private Client Banker
- Manchester, CT (23 miles from Southwick, MA)
- 2 days ago
- Manchester, CT (23 miles from Southwick, MA)
- 2 days ago
Location: 923 Main Street - Manchester, Connecticut 06040 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
- Ludlow, MA (18 miles from Southwick, MA)
- 6 days ago
- Ludlow, MA (18 miles from Southwick, MA)
- 6 days ago
Personal Banker Job Poster : Jobs Skills:Personal Banker, customer rep | Location: Ludlow, Massachusetts, United States Of America Views:2 One of our client (regional bank) is looking for personal banker...
- Hartford, CT (19 miles from Southwick, MA)
- 24 days ago
- Hartford, CT (19 miles from Southwick, MA)
- 24 days ago
Personal Banker Personal Banker remote type On-Site locations Hartford 1594 Sumner time type Full time posted on Posted 5 Days Ago job requisition id JR103355 At Associated Bank we strive to create...
Licensed Private Client Banker
- Hartford, CT (19 miles from Southwick, MA)
- 24 days ago
- Hartford, CT (19 miles from Southwick, MA)
- 24 days ago
Location: 225 Trumbull Street - Hartford, Connecticut 06103 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Associate Financial Advisor - Bergenn Financial Group
- West Hartford, CT (20 miles from Southwick, MA)
- 30+ days ago
- West Hartford, CT (20 miles from Southwick, MA)
- 30+ days ago
Bergenn Financial Group is an independent financial planning & investment management firm in West Hartford, CT. We have a customer-centric, modern, and inclusive work environment. Your role as an...
- Hartford, CT (19 miles from Southwick, MA)
- 30+ days ago
- Hartford, CT (19 miles from Southwick, MA)
- 30+ days ago
Client Relationship Manager - SA08AE Were determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every...
Financial Advisor - Springfield, MA
- Springfield, MA (10 miles from Southwick, MA)
- 45+ days ago
- Springfield, MA (10 miles from Southwick, MA)
- 45+ days ago
management business development techniques, products, services and overall industry....
- Springfield, MA (10 miles from Southwick, MA)
- 60+ days ago
- Springfield, MA (10 miles from Southwick, MA)
- 60+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Licensed Private Client Banker - Downtown Hartford
- Hartford, CT (19 miles from Southwick, MA)
- 90+ days ago
- Hartford, CT (19 miles from Southwick, MA)
- 90+ days ago
Location: 225 Trumbull Street - Hartford, Connecticut 06103 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Demographic Data for Southwick, MA
Moving to Southwick, MA? Find some basic demographic data about Southwick, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Southwick, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Southwick, 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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