Personal Banker Jobs in Rindge, NH
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.
- Keene, NH (21 miles from Rindge, NH)
- 7 days ago
- Keene, NH (21 miles from Rindge, NH)
- 7 days ago
management business development techniques, products, services and overall industry....
- Leominster, MA (19 miles from Rindge, NH)
- 13 days ago
- Leominster, MA (19 miles from Rindge, NH)
- 13 days ago
SUMMARY: Our Personal Bankers play a key role in allowing our valued clients to see LifeDesign in action....
- Ayer, MA (24 miles from Rindge, NH)
- 14 days ago
- Ayer, MA (24 miles from Rindge, NH)
- 14 days ago
Adheres to established bank security procedures concerning cash levels, check cashing, and transaction processing....
Financial Advisor Rollstone Bank & Trust
- Leominster, MA (19 miles from Rindge, NH)
- 30+ days ago
- Leominster, MA (19 miles from Rindge, NH)
- 30+ days ago
Bank Financial Advisor Rollstone 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....
- Lunenburg, MA (17 miles from Rindge, NH)
- 90+ days ago
- Lunenburg, MA (17 miles from Rindge, NH)
- 90+ days ago
Through its relationship with CUSO Financial Services, LP (CFS) Workers Credit Union is seeking a Financial Advisor to join their team in the Lunenburg, MA area. About Workers Credit Union: Since...
Demographic Data for Rindge, NH
Moving to Rindge, NH? Find some basic demographic data about Rindge, NH below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Rindge, NH
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Rindge, NH offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »