Personal Banker Jobs in Spencer, 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 Spencer, MA)
- 13 hours ago
- Worcester, MA (9 miles from Spencer, MA)
- 13 hours 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...
Financial Advisor - Shrewsbury, MA
- Shrewsbury, MA (14 miles from Spencer, MA)
- 8 days ago
- Shrewsbury, MA (14 miles from Spencer, MA)
- 8 days ago
management business development techniques, products, services and overall industry....
- Leominster, MA (22 miles from Spencer, MA)
- 13 days ago
- Leominster, MA (22 miles from Spencer, MA)
- 13 days ago
SUMMARY: Our Personal Bankers play a key role in allowing our valued clients to see LifeDesign in action....
Private Client Relationship Manager
- Ludlow, MA (24 miles from Spencer, MA)
- 20 days ago
- Ludlow, MA (24 miles from Spencer, MA)
- 20 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....
- Marlborough, MA (23 miles from Spencer, MA)
- 23 days ago
- Marlborough, MA (23 miles from Spencer, MA)
- 23 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....
- Worcester, MA (9 miles from Spencer, MA)
- 30+ days ago
- Worcester, MA (9 miles from Spencer, MA)
- 30+ 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. Aspires to be a Financial Advisor We are looking for...
Private Client Relationship Manager
- Marlborough, MA (23 miles from Spencer, MA)
- 60+ days ago
- Marlborough, MA (23 miles from Spencer, MA)
- 60+ 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....
Financial Advisor - Worcester, MA and Surrounding
- Worcester, MA (9 miles from Spencer, MA)
- 30+ days ago
- Worcester, MA (9 miles from Spencer, MA)
- 30+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Financial Advisor Rollstone Bank & Trust
- Leominster, MA (22 miles from Spencer, MA)
- 30+ days ago
- Leominster, MA (22 miles from Spencer, MA)
- 30+ days ago
Bank Financial Advisor Rollstone Bank & Trust Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients....
Licensed Private Client Banker - Putnam Branch
- Putnam, CT (24 miles from Spencer, MA)
- 60+ days ago
- Putnam, CT (24 miles from Spencer, MA)
- 60+ days ago
Location: 163 Providence Street - Putnam, Connecticut 06260 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
Financial Advisor Trainee - PCG - Worcester, MA
- Worcester, MA (9 miles from Spencer, MA)
- 60+ days ago
- Worcester, MA (9 miles from Spencer, MA)
- 60+ days ago
#LI-AM2 About Raymond James Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations...
Demographic Data for Spencer, MA
Moving to Spencer, MA? Find some basic demographic data about Spencer, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Spencer, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Spencer, MA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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