Personal Banker Jobs in Westborough, 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.
Financial Advisor - Career Change Opportunity
- Leominster, MA (19 miles from Westborough, MA)
- 17 hours ago
- Leominster, MA (19 miles from Westborough, MA)
- 17 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 01-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
.33 Yearbook Editorial & Financial Advisor
- Ashland, MA (7 miles from Westborough, MA)
- 3 days ago
- Ashland, MA (7 miles from Westborough, 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...
Private Client Banker - Clinton, MA
- Clinton, MA (10 miles from Westborough, MA)
- 14 days ago
- Clinton, MA (10 miles from Westborough, 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...
Private Client Relationship Manager
- Franklin, MA (16 miles from Westborough, MA)
- 21 days ago
- Franklin, MA (16 miles from Westborough, 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 (21 miles from Westborough, MA)
- 22 days ago
- Dedham, MA (21 miles from Westborough, 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 (9 miles from Westborough, MA)
- 24 days ago
- Worcester, MA (9 miles from Westborough, MA)
- 24 days ago
Helps tellers with complex work-related matters, i.e., check cashing, loan setups, and interest penalties....
- Newton, MA (22 miles from Westborough, MA)
- 26 days ago
- Newton, MA (22 miles from Westborough, 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....
Financial Advisor - Summit Credit Union
- Fitchburg, MA (24 miles from Westborough, MA)
- 30+ days ago
- Fitchburg, MA (24 miles from Westborough, MA)
- 30+ days ago
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 opportunity at Summit Credit...
Private Client Financial Advisor
- Bedford, MA (23 miles from Westborough, MA)
- 30+ days ago
- Bedford, MA (23 miles from Westborough, MA)
- 30+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Leominster, MA (19 miles from Westborough, MA)
- 30+ days ago
- Leominster, MA (19 miles from Westborough, MA)
- 30+ 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. If you find yourself at a professional crossroads, a...
Merrill Experienced Financial Advisor
- Wellesley Hills, MA (17 miles from Westborough, MA)
- 30+ days ago
- Wellesley Hills, MA (17 miles from Westborough, 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....
Financial Advisor Hanscom Federal Credit Union
- Bedford, MA (23 miles from Westborough, MA)
- 60+ days ago
- Bedford, MA (23 miles from Westborough, MA)
- 60+ days ago
Credit Union Financial Advisor Hanscom Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial...
Private Client Banker- Metro Central Area
- Brookline, MA (24 miles from Westborough, MA)
- 60+ days ago
- Brookline, MA (24 miles from Westborough, MA)
- 60+ 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...
- Marlborough, MA (6 miles from Westborough, MA)
- 90+ days ago
- Marlborough, MA (6 miles from Westborough, 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....
Private Client Relationship Manager
- Stow, MA (12 miles from Westborough, MA)
- 90+ days ago
- Stow, MA (12 miles from Westborough, MA)
- 90+ 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....
Demographic Data for Westborough, MA
Moving to Westborough, MA? Find some basic demographic data about Westborough, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Westborough, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Westborough, 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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