Personal Banker Jobs in Wellesley, 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.
- Boston, MA (11 miles from Wellesley, MA)
- 8 hours ago
- Boston, MA (11 miles from Wellesley, MA)
- 8 hours ago
Job Summary The Financial Analyst II role exists to oversee the ongoing review of new prices, price adjustment requests, and maintenance of all existing charge-related prices for the System. This...
Healthcare Client Relationship Manager
- Boston, MA (11 miles from Wellesley, MA)
- 9 hours ago
- Boston, MA (11 miles from Wellesley, MA)
- 9 hours ago
Cognizant Technology Solutions is currently seeking a Client Relationship Manager who will contribute toward building trusted advisor relationships, commercial growth and rapid business expansion...
Financial Advisor-Westborough, MA
- Westborough, MA (17 miles from Wellesley, MA)
- 20 hours ago
- Westborough, MA (17 miles from Wellesley, MA)
- 20 hours ago
Work Location: Westborough, Massachusetts, United States of America Hours: 40 Pay Details: $90,000 - $90,000 USD TD is committed to providing fair and equitable compensation opportunities to all...
Private Client Banker- Metro Central Area Private Client Banker- Metro Central Area
- Brookline, MA (7 miles from Wellesley, MA)
- 7 days ago
- Brookline, MA (7 miles from Wellesley, MA)
- 7 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Private Client Banker (New Build) Clinton, MA Private Client Banker (New Build) Clinton, MA
- Clinton, MA (22 miles from Wellesley, MA)
- 7 days ago
- Clinton, MA (22 miles from Wellesley, MA)
- 7 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Sr. Private Client Banker- JPM Branch-Cambridge Sr. Private Client Banker- JPM Branch-Cambridge
- Cambridge, MA (8 miles from Wellesley, MA)
- 7 days ago
- Cambridge, MA (8 miles from Wellesley, MA)
- 7 days ago
Act ** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Newton, MA (5 miles from Wellesley, MA)
- 9 days ago
- Newton, MA (5 miles from Wellesley, MA)
- 9 days ago
Leveraging Technology, Proactive Sales Competencies Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending...
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough...
- Chestnut Hill, MA (5 miles from Wellesley, MA)
- 10 days ago
- Chestnut Hill, MA (5 miles from Wellesley, MA)
- 10 days ago
Leveraging Technology, Proactive Sales Competencies Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending...
Personal Banking Representative - Newton Centre
- Newton Centre, MA (3 miles from Wellesley, MA)
- 14 days ago
- Newton Centre, MA (3 miles from Wellesley, MA)
- 14 days ago
Possess good working knowledge of all consumer-lending products. Interview consumer loan applicants. Submit and close consumer and equity loans. Basic knowledge of small business lending products....
- Boston, MA (11 miles from Wellesley, MA)
- 15 days ago
- Boston, MA (11 miles from Wellesley, MA)
- 15 days ago
As a member of the North America Sales Team, the Client Relationship Manager is responsible for a portfolio of clients with regard to the overall satisfaction of the client. The primary...
Private Client Banker- Mansfield
- Mansfield, MA (20 miles from Wellesley, MA)
- 15 days ago
- Mansfield, MA (20 miles from Wellesley, MA)
- 15 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Financial Representative-MA
- Boston, MA (11 miles from Wellesley, MA)
- 16 days ago
- Boston, MA (11 miles from Wellesley, MA)
- 16 days ago
Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility, and access to new customers....
Remote Work- Southborough, MA (11 miles from Wellesley, MA)
- 16 days ago
- Southborough, MA (11 miles from Wellesley, MA)
- 16 days ago
Adheres to established bank security procedures concerning cash levels, check cashing, and transaction processing....
Financial Advisor-Boston/Cambridge, MA
- Cambridge, MA (8 miles from Wellesley, MA)
- 17 days ago
- Cambridge, MA (8 miles from Wellesley, MA)
- 17 days ago
Work Location: Cambridge, Massachusetts, United States of America Hours: 40 Pay Details: $90,000 - $90,000 USD TD is committed to providing fair and equitable compensation opportunities to all...
Demographic Data for Wellesley, MA
Moving to Wellesley, MA? Find some basic demographic data about Wellesley, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Wellesley, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Wellesley, MA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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