Personal Banker Jobs in Cumberland, RI
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.
Client Relationship Manager II
- Canton, MA (22 miles from Cumberland, RI)
- 18 hours ago
- Canton, MA (22 miles from Cumberland, RI)
- 18 hours ago
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Business Management Travel Percentage : 1 - 5% Job Description We are...
Retail Personal Banker II - Tri County FC (Cincinnati)
- Franklin, MA (9 miles from Cumberland, RI)
- 1 day ago
- Franklin, MA (9 miles from Cumberland, RI)
- 1 day ago
GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers....
- Bridgewater, MA (23 miles from Cumberland, RI)
- 3 days ago
- Bridgewater, MA (23 miles from Cumberland, RI)
- 3 days ago
This job posting is anticipated to remain open for 30 days, from 21-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Providence, RI (9 miles from Cumberland, RI)
- 6 days ago
- Providence, RI (9 miles from Cumberland, RI)
- 6 days ago
FINANCIAL ADVISOR LOCATION Providence, RI Hybrid TYPE Direct Hire SALARY $75,000 - $125,000 / yr ID CA... POSTED Apr 14, 2025 FINANCIAL ADVISOR $75,000-90,000 Base Salary + Quarterly Production...
Wealth Management Client Associate / Financial Advisor Support
- Providence, RI (9 miles from Cumberland, RI)
- 6 days ago
- Providence, RI (9 miles from Cumberland, RI)
- 6 days ago
Wealth Management Client Associate / Financial Advisor Support LOCATION Providence, RI Hybrid TYPE Direct Hire SALARY $65,000 - $95,000 / yr ID CA......
- Dedham, MA (23 miles from Cumberland, RI)
- 6 days ago
- Dedham, MA (23 miles from Cumberland, RI)
- 6 days ago
As a Personal Banker in a Solution Center Branch, you will strengthen customer relationships with a defined sales process....
Contact Center Personal Banker
- Providence, RI (9 miles from Cumberland, RI)
- 10 days ago
- Providence, RI (9 miles from Cumberland, RI)
- 10 days ago
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote Work- Providence, RI (9 miles from Cumberland, RI)
- 11 days ago
- Providence, RI (9 miles from Cumberland, RI)
- 11 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
- Providence, RI (9 miles from Cumberland, RI)
- 11 days ago
- Providence, RI (9 miles from Cumberland, RI)
- 11 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
- Dedham, MA (23 miles from Cumberland, RI)
- 15 days ago
- Dedham, MA (23 miles from Cumberland, RI)
- 15 days ago
Proficiently perform teller function processing transactions with accuracy and balance according to the Banks standards, procedures and policies. Broaden customer relationships by providing...
Sr. Private Client Relationship Manager
- Randolph, MA (24 miles from Cumberland, RI)
- 15 days ago
- Randolph, MA (24 miles from Cumberland, RI)
- 15 days ago
Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity,...
- Needham, MA (24 miles from Cumberland, RI)
- 18 days ago
- Needham, MA (24 miles from Cumberland, RI)
- 18 days ago
ESSENTIAL DUTIES & RESPONSIBILITIES Perform all Personal Banker I duties: Demonstrate awareness, commitment and dedication to servicing and building customer relationship Gain full knowledge of the...
Private Client Relationship Manager
- Pawtucket, RI (5 miles from Cumberland, RI)
- 19 days ago
- Pawtucket, RI (5 miles from Cumberland, RI)
- 19 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....
Private Client Relationship Manager
- East Greenwich, RI (21 miles from Cumberland, RI)
- 20 days ago
- East Greenwich, RI (21 miles from Cumberland, RI)
- 20 days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Retail Personal Banker I - Norwood FC
- Norwood, MA (19 miles from Cumberland, RI)
- 21 days ago
- Norwood, MA (19 miles from Cumberland, RI)
- 21 days ago
GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers....
Demographic Data for Cumberland, RI
Moving to Cumberland, RI? Find some basic demographic data about Cumberland, RI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Cumberland, RI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Cumberland, RI 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
- Wealth Management
- Financial Services
- 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
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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