Personal Banker Jobs in Woonsocket, 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.
- Providence, RI (12 miles from Woonsocket, RI)
- 3 hours ago
- Providence, RI (12 miles from Woonsocket, RI)
- 3 hours ago
Job Summary The Financial Analyst II role exists to oversee the ongoing review of new prices, price adjustment requests, and maintenance of all existing charge-related prices for the System. This...
Financial Advisor-Westborough, MA
- Westborough, MA (19 miles from Woonsocket, RI)
- 11 hours ago
- Westborough, MA (19 miles from Woonsocket, RI)
- 11 hours ago
Work Location: Westborough, Massachusetts, United States of America Hours: 40 Pay Details: $90,000 - $90,000 USD TD is committed to providing fair and equitable compensation opportunities to all...
Private Client Banker (New Build) South Attleboro Private Client Banker (New Build) South Attleboro
- Attleboro, MA (11 miles from Woonsocket, RI)
- 6 days ago
- Attleboro, MA (11 miles from Woonsocket, RI)
- 6 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Private Client Financial Advisor
- Wellesley, MA (24 miles from Woonsocket, RI)
- 8 days ago
- Wellesley, MA (24 miles from Woonsocket, RI)
- 8 days ago
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough...
Private Client Banker- Mansfield
- Mansfield, MA (14 miles from Woonsocket, RI)
- 15 days ago
- Mansfield, MA (14 miles from Woonsocket, RI)
- 15 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Financial Representative-RI
- Providence, RI (12 miles from Woonsocket, RI)
- 15 days ago
- Providence, RI (12 miles from Woonsocket, RI)
- 15 days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote Work- Southborough, MA (20 miles from Woonsocket, RI)
- 16 days ago
- Southborough, MA (20 miles from Woonsocket, RI)
- 16 days ago
Adheres to established bank security procedures concerning cash levels, check cashing, and transaction processing....
- Framingham, MA (22 miles from Woonsocket, RI)
- 17 days ago
- Framingham, MA (22 miles from Woonsocket, RI)
- 17 days ago
As Full Time Personal Banker within PNC's Metro Market, Boston Region you will be based in Framingham, MA....
- Providence, RI (12 miles from Woonsocket, RI)
- 21 days ago
- Providence, RI (12 miles from Woonsocket, RI)
- 21 days ago
Senior Financial Advisor (Providence, RI) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved...
Private Client Banker (New Build) South Attleboro
- South Attleboro, MA (11 miles from Woonsocket, RI)
- 23 days ago
- South Attleboro, MA (11 miles from Woonsocket, RI)
- 23 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Financial Advisor - Worcester, MA and Surrounding
- Westborough, MA (19 miles from Woonsocket, RI)
- 23 days ago
- Westborough, MA (19 miles from Woonsocket, RI)
- 23 days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Financial Advisor - Providence, RI
- Cranston, RI (15 miles from Woonsocket, RI)
- 23 days ago
- Cranston, RI (15 miles from Woonsocket, RI)
- 23 days ago
Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts...
- Johnston, RI (11 miles from Woonsocket, RI)
- 27 days ago
- Johnston, RI (11 miles from Woonsocket, RI)
- 27 days ago
Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. CRM will serve as the primary point of contact for assigned clients. They support and...
- Natick, MA (21 miles from Woonsocket, RI)
- 30+ days ago
- Natick, MA (21 miles from Woonsocket, RI)
- 30+ 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...
Merrill Experienced Financial Advisor
- Wellesley Hills, MA (24 miles from Woonsocket, RI)
- 60+ days ago
- Wellesley Hills, MA (24 miles from Woonsocket, RI)
- 60+ 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. Merrill...
Demographic Data for Woonsocket, RI
Moving to Woonsocket, RI? Find some basic demographic data about Woonsocket, RI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Woonsocket, RI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Woonsocket, RI offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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