Personal Banker Jobs in West 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.
- Hartford, CT (23 miles from West Springfield, MA)
- 1 day ago
- Hartford, CT (23 miles from West Springfield, MA)
- 1 day ago
Personal Banker Personal Banker remote type On-Site locations Hartford 1594 Sumner time type Full time posted on Posted 5 Days Ago job requisition id JR103355 At Associated Bank we strive to create...
Licensed Private Client Banker
- Hartford, CT (23 miles from West Springfield, MA)
- 1 day ago
- Hartford, CT (23 miles from West Springfield, MA)
- 1 day 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...
Personal Banker Hartford East Hartford Rocky Hill
- East Hartford, CT (24 miles from West Springfield, MA)
- 2 days ago
- East Hartford, CT (24 miles from West Springfield, MA)
- 2 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Financial Advisor - Certification Provided
- Vernon, CT (21 miles from West Springfield, MA)
- 3 days ago
- Vernon, CT (21 miles from West Springfield, MA)
- 3 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 28-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Hartford, CT (23 miles from West Springfield, MA)
- 11 days ago
- Hartford, CT (23 miles from West Springfield, MA)
- 11 days ago
Client Relationship Manager - SA08AE Were determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every...
- Vernon Rockville, CT (21 miles from West Springfield, MA)
- 11 days ago
- Vernon Rockville, CT (21 miles from West Springfield, MA)
- 11 days ago
This job posting is anticipated to remain open for 30 days, from 28-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Senior Financial Advisor & Planner - Wealth Management/Personal Strategy
- Hartford, CT (23 miles from West Springfield, MA)
- 15 days ago
- Hartford, CT (23 miles from West Springfield, MA)
- 15 days ago
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid...
- Longmeadow, MA (6 miles from West Springfield, MA)
- 22 days ago
- Longmeadow, MA (6 miles from West Springfield, MA)
- 22 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Hagerstown, MD....
Client Relationship Manager - Hartford, CT
- Hartford, CT (23 miles from West Springfield, MA)
- 22 days ago
- Hartford, CT (23 miles from West Springfield, MA)
- 22 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...
Financial Advisor - Springfield, MA
- Springfield, MA (3 miles from West Springfield, MA)
- 23 days ago
- Springfield, MA (3 miles from West Springfield, MA)
- 23 days ago
management business development techniques, products, services and overall industry....
Financial Advisor - OakStar Bank & Trust
- Springfield, MA (3 miles from West Springfield, MA)
- 30+ days ago
- Springfield, MA (3 miles from West Springfield, MA)
- 30+ days ago
Bank Financial Advisor - OakStar 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 - Downtown Hartford
- Hartford, CT (23 miles from West Springfield, MA)
- 90+ days ago
- Hartford, CT (23 miles from West Springfield, MA)
- 90+ 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...
Demographic Data for West Springfield, MA
Moving to West Springfield, MA? Find some basic demographic data about West Springfield, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in West Springfield, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in West Springfield, 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
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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