Personal Banker Jobs in Waltham, 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 Banker- Metro Central Area
- Cambridge, MA (6 miles from Waltham, MA)
- 21 hours ago
- Cambridge, MA (6 miles from Waltham, MA)
- 21 hours ago
JobID: 210618906 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-25T17:56:36+00:00 JobShift: Day Base Pay/Salary: Cambridge,MA $25.00-$32.69 You have a passion for...
- Boston, MA (10 miles from Waltham, MA)
- 1 day ago
- Boston, MA (10 miles from Waltham, MA)
- 1 day ago
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal...
Private Client Banker - Downtown Crossing
- Boston, MA (10 miles from Waltham, MA)
- 1 day ago
- Boston, MA (10 miles from Waltham, MA)
- 1 day 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...
Senior Client Relationship Manager -- Employee Benefits
- Wilmington, MA (12 miles from Waltham, MA)
- 1 day ago
- Wilmington, MA (12 miles from Waltham, MA)
- 1 day ago
management products and services....
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Financial Advisor - Greater Boston, MA
- Boston, MA (10 miles from Waltham, MA)
- 5 days ago
- Boston, MA (10 miles from Waltham, MA)
- 5 days ago
Thrivent Financial Advisor 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...
Private Client Banker (New Build) Clinton, MA
- Clinton, MA (22 miles from Waltham, MA)
- 8 days ago
- Clinton, MA (22 miles from Waltham, MA)
- 8 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...
Private Client Relationship Manager
- Woburn, MA (8 miles from Waltham, MA)
- 10 days ago
- Woburn, MA (8 miles from Waltham, MA)
- 10 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....
Private Client Banker - North Andover, MA
- North Andover, MA (20 miles from Waltham, MA)
- 14 days ago
- North Andover, MA (20 miles from Waltham, 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...
Health Solutions Client Relationship Manager
- Boston, MA (10 miles from Waltham, MA)
- 14 days ago
- Boston, MA (10 miles from Waltham, MA)
- 14 days ago
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
Client Relationship Manager - Employee Benefits
- Wilmington, MA (12 miles from Waltham, MA)
- 15 days ago
- Wilmington, MA (12 miles from Waltham, MA)
- 15 days ago
management products and services....
Private Client Relationship Manager
- Franklin, MA (22 miles from Waltham, MA)
- 15 days ago
- Franklin, MA (22 miles from Waltham, MA)
- 15 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 (11 miles from Waltham, MA)
- 16 days ago
- Dedham, MA (11 miles from Waltham, MA)
- 16 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...
Graduate Admissions & Financial Advisor,
- Boston, MA (10 miles from Waltham, MA)
- 20 days ago
- Boston, MA (10 miles from Waltham, MA)
- 20 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 (4 miles from Waltham, MA)
- 20 days ago
- Newton, MA (4 miles from Waltham, MA)
- 20 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 (6 miles from Waltham, MA)
- 20 days ago
- Cambridge, MA (6 miles from Waltham, MA)
- 20 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....
Demographic Data for Waltham, MA
Moving to Waltham, MA? Find some basic demographic data about Waltham, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Waltham, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Waltham, 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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