Personal Banker Jobs in Springfield, 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.
Client Relationship Manager (Hybrid - Flexible Options)
- South Windsor, CT (18 miles from Springfield, MA)
- 2 days ago
- South Windsor, CT (18 miles from Springfield, MA)
- 2 days ago
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join...
Limited origination of simple consumer lending products such as personal loans and credit cards....
Contact Center Personal Banker
- Hartford, CT (22 miles from Springfield, MA)
- 9 days ago
- Hartford, CT (22 miles from Springfield, MA)
- 9 days ago
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote Work- Hartford, CT (22 miles from Springfield, MA)
- 11 days ago
- Hartford, CT (22 miles from Springfield, MA)
- 11 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Financial Advisor - OakStar Bank 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...
Private Client Relationship Manager
- Ludlow, MA (9 miles from Springfield, MA)
- 20 days ago
- Ludlow, MA (9 miles from Springfield, 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....
- Granby, CT (14 miles from Springfield, MA)
- 22 days ago
- Granby, CT (14 miles from Springfield, MA)
- 22 days ago
Under the supervision of the Retail Banking Officer, the Personal Banker plays an integral role in ensuring that an exceptional customer experience is achieved end-to-end in each banking interaction...
Client Relationship Manager - Hartford CT
- Hartford, CT (22 miles from Springfield, MA)
- 60+ days ago
- Hartford, CT (22 miles from Springfield, MA)
- 60+ days ago
About Cognizant Cognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the digital era. Our industry-based, consultative...
Licensed Private Client Banker - Downtown Hartford
- Hartford, CT (22 miles from Springfield, MA)
- 60+ days ago
- Hartford, CT (22 miles from Springfield, MA)
- 60+ 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...
Licensed Private Client Banker - Park Tower Branch
- West Springfield, MA (3 miles from Springfield, MA)
- 60+ days ago
- West Springfield, MA (3 miles from Springfield, MA)
- 60+ days ago
Location: 225 Park Avenue - West Springfield, Massachusetts 01089 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The...
Licensed Private Client Banker - Enfield Branch
- Enfield, CT (8 miles from Springfield, MA)
- 60+ days ago
- Enfield, CT (8 miles from Springfield, MA)
- 60+ days ago
Location: 73 Hazard Avenue - Enfield, Connecticut 06082 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client...
Affluent Market Financial Advisor(Draw Salary plus Commission)
- Holyoke, MA (8 miles from Springfield, MA)
- 90+ days ago
- Holyoke, MA (8 miles from Springfield, MA)
- 90+ days ago
Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from mass...
Demographic Data for Springfield, MA
Moving to Springfield, MA? Find some basic demographic data about Springfield, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Springfield, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Springfield, 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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