Personal Banker Jobs in Westford, 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.
US Experienced Financial Advisor
- Cambridge, MA (21 miles from Westford, MA)
- 12 hours ago
- Cambridge, MA (21 miles from Westford, MA)
- 12 hours ago
We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model....
- Watertown, MA (20 miles from Westford, MA)
- 16 hours ago
- Watertown, MA (20 miles from Westford, MA)
- 16 hours ago
Application Deadline: 07/31/2025 Address: 205 N 2nd Street Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members...
- Natick, MA (21 miles from Westford, MA)
- 2 days ago
- Natick, MA (21 miles from Westford, MA)
- 2 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...
Financial Advisor - Certification Provided
- Merrimack, NH (18 miles from Westford, MA)
- 4 days ago
- Merrimack, NH (18 miles from Westford, MA)
- 4 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 05-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Private Client Banker (New Build) Clinton, MA
- Clinton, MA (17 miles from Westford, MA)
- 5 days ago
- Clinton, MA (17 miles from Westford, MA)
- 5 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...
- Peabody, MA (24 miles from Westford, MA)
- 8 days ago
- Peabody, MA (24 miles from Westford, MA)
- 8 days ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
Financial Advisor - Career Change Opportunity
- Leominster, MA (17 miles from Westford, MA)
- 8 days ago
- Leominster, MA (17 miles from Westford, MA)
- 8 days 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...
- Merrimack, NH (18 miles from Westford, MA)
- 9 days ago
- Merrimack, NH (18 miles from Westford, MA)
- 9 days ago
management firm....
Personal Banker Associate I - Commerce Place (Lafayette, IN)
- Malden, MA (22 miles from Westford, MA)
- 11 days ago
- Malden, MA (22 miles from Westford, MA)
- 11 days ago
Banker job family....
Financial Advisor: Springfield, MA
- Nashua, NH (10 miles from Westford, MA)
- 13 days ago
- Nashua, NH (10 miles from Westford, MA)
- 13 days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Remote WorkSenior Client Relationship Manager -- Employee Benefits
- Wilmington, MA (13 miles from Westford, MA)
- 15 days ago
- Wilmington, MA (13 miles from Westford, MA)
- 15 days ago
management products and services....
Private Client Banker - Nashua North, NH
- Nashua, NH (10 miles from Westford, MA)
- 22 days ago
- Nashua, NH (10 miles from Westford, MA)
- 22 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 Banker - Clinton, MA
- Clinton, MA (17 miles from Westford, MA)
- 22 days ago
- Clinton, MA (17 miles from Westford, MA)
- 22 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 Banker - North Andover, MA
- North Andover, MA (18 miles from Westford, MA)
- 28 days ago
- North Andover, MA (18 miles from Westford, MA)
- 28 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...
Client Relationship Manager - Employee Benefits
- Wilmington, MA (13 miles from Westford, MA)
- 29 days ago
- Wilmington, MA (13 miles from Westford, MA)
- 29 days ago
management products and services....
Demographic Data for Westford, MA
Moving to Westford, MA? Find some basic demographic data about Westford, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Westford, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Westford, 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
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- 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
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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