Personal Banker Jobs in Upton, 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.
.33 Yearbook Editorial & Financial Advisor
- Ashland, MA (9 miles from Upton, MA)
- 3 days ago
- Ashland, MA (9 miles from Upton, MA)
- 3 days ago
.33 Yearbook Editorial & Financial Advisor Ashland Public Schools Ashland High School - Ashland, Massachusetts This job is also posted in Ashland School District Job Details Job ID:5259331...
- Johnston, RI (24 miles from Upton, MA)
- 9 days ago
- Johnston, RI (24 miles from Upton, MA)
- 9 days ago
$90k Per Year Position range in Rhode Island $60k - $147k Per Year Personal Financial Advisor New York Life Occupation: Personal Financial Advisors Location: Johnston, RI - 02919 Positions...
Private Client Banker - Clinton, MA
- Clinton, MA (16 miles from Upton, MA)
- 14 days ago
- Clinton, MA (16 miles from Upton, 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...
- Johnston, RI (24 miles from Upton, MA)
- 21 days ago
- Johnston, RI (24 miles from Upton, MA)
- 21 days ago
Between $80k and $120k Per Year Position range in Rhode Island $60k - $147k Per Year Financial Advisor New York Life- Brendon Fausset Occupation: Personal Financial Advisors Location: Johnston, RI...
Private Client Relationship Manager
- Franklin, MA (11 miles from Upton, MA)
- 21 days ago
- Franklin, MA (11 miles from Upton, MA)
- 21 days ago
Qualifications: Bachelors degree (preferred). 3-5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients....
- Dedham, MA (22 miles from Upton, MA)
- 22 days ago
- Dedham, MA (22 miles from Upton, MA)
- 22 days ago
Job Summary: Proficiently perform teller function processing transactions with accuracy and balance according to the Banks standards, procedures and policies. Broaden customer relationships by...
- Worcester, MA (11 miles from Upton, MA)
- 24 days ago
- Worcester, MA (11 miles from Upton, MA)
- 24 days ago
Helps tellers with complex work-related matters, i.e., check cashing, loan setups, and interest penalties....
- Newton, MA (24 miles from Upton, MA)
- 26 days ago
- Newton, MA (24 miles from Upton, MA)
- 26 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 Banking Representative - Johnston, RI
- Johnston, RI (24 miles from Upton, MA)
- 30+ days ago
- Johnston, RI (24 miles from Upton, MA)
- 30+ days ago
. * Possess good working knowledge of all consumer-lending products. * Interview consumer loan applicants....
Merrill Experienced Financial Advisor
- Wellesley Hills, MA (19 miles from Upton, MA)
- 30+ days ago
- Wellesley Hills, MA (19 miles from Upton, MA)
- 30+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Private Client Relationship Manager
- Lincoln, RI (19 miles from Upton, MA)
- 60+ days ago
- Lincoln, RI (19 miles from Upton, 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....
- Marlborough, MA (12 miles from Upton, MA)
- 90+ days ago
- Marlborough, MA (12 miles from Upton, MA)
- 90+ 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....
Financial Advisor - Worcester, MA and Surrounding
- Worcester, MA (11 miles from Upton, MA)
- 90+ days ago
- Worcester, MA (11 miles from Upton, MA)
- 90+ 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...
Private Client Financial Advisor - Westwood, MA
- Westwood, MA (20 miles from Upton, MA)
- 90+ days ago
- Westwood, MA (20 miles from Upton, MA)
- 90+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Demographic Data for Upton, MA
Moving to Upton, MA? Find some basic demographic data about Upton, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Upton, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Upton, 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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