Personal Banker Jobs in Needham, MA
Wealth Management Client Relationship Manager
- Nuveen Investments
- Waltham, MA (8 miles from Needham, MA)
- 4 hours ago
- Waltham, MA (8 miles from Needham, MA)
- 4 hours ago
Nuveen Investments Wealth Management Client Relationship Manager Waltham, MA Apply Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering...
In PersonPrivate Client Financial Advisor - Brockton, MA
- Citizens Financial Group, Inc.
- Abington, MA (18 miles from Needham, MA)
- 9 hours ago
- Abington, MA (18 miles from Needham, MA)
- 9 hours ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In PersonRegistered Representative/ Financial Advisor
- New York Life/ NYLIFE Securities LLC
- Westborough, MA (18 miles from Needham, MA)
- 2 days ago
- Westborough, MA (18 miles from Needham, MA)
- 2 days ago
We are seeking a Registered Representative/ Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals....
In PersonClient Relationship Manager - Employee Benefits
- Hub International
- Wilmington, MA (20 miles from Needham, MA)
- 2 days ago
- Wilmington, MA (20 miles from Needham, MA)
- 2 days ago
Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services....
HybridPrivate Client Banker - West Roxbury, MA
- JP Morgan
- West Roxbury, MA (4 miles from Needham, MA)
- 2 days ago
- West Roxbury, MA (4 miles from Needham, MA)
- 2 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...
In PersonPrivate Client Financial Advisor - Brockton, MA
- Citizens Bank
- Brockton, MA (17 miles from Needham, MA)
- 2 days ago
- Brockton, MA (17 miles from Needham, MA)
- 2 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In Person- Insight Global
- Shrewsbury, MA (23 miles from Needham, MA)
- 4 days ago
- Shrewsbury, MA (23 miles from Needham, MA)
- 4 days ago
The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management...
In Person- Cognizant Technology Solutions
- Boston, MA (10 miles from Needham, MA)
- 4 days ago
- Boston, MA (10 miles from Needham, MA)
- 4 days ago
Client Relationship Manager Overview Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. CRM will serve as the primary point of contact...
Hybrid- Edward Jones
- Westford, MA (23 miles from Needham, MA)
- 4 days ago
- Westford, MA (23 miles from Needham, MA)
- 4 days ago
This job posting is anticipated to remain open for 30 days, from 17-Feb-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
In PersonClient Relationship Manager Retail Alternative Investments
- SS&C Technologies
- Braintree, MA (13 miles from Needham, MA)
- 5 days ago
- Braintree, MA (13 miles from Needham, MA)
- 5 days ago
Solid background in managing client relationships in a financial services or wealth management context....
HybridPersonal Banker II - Hudson (74459)
- Main Street Bank
- Hudson, MA (16 miles from Needham, MA)
- 5 days ago
- Hudson, MA (16 miles from Needham, MA)
- 5 days ago
SKILLS REQUIRED: High School diploma or equivalent, banking courses and/or related work experience Experience in a financial institution - retail banking preferred Advanced product knowledge Proficient...
In Person- Boston University
- Boston, MA (10 miles from Needham, MA)
- 6 days ago
- Boston, MA (10 miles from Needham, MA)
- 6 days ago
Boston University Financial Advisor Boston, MA Apply Student Financial Services seeks a Financial Aid Advisor. This position will help Boston University Student Financial Services achieve Boston...
In PersonUS Experienced Financial Advisor
- Edward Jones
- Boston, MA (10 miles from Needham, MA)
- 6 days ago
- Boston, MA (10 miles from Needham, MA)
- 6 days 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....
In Person- Accenture
- Boston, MA (10 miles from Needham, MA)
- 8 days ago
- Boston, MA (10 miles from Needham, MA)
- 8 days ago
Qualification You Are As a Management Consultant within the Banking Consulting practice, you are a hands-on problem solver who partners with clients to modernize retail banking through data, AI, and...
In Person- Berkshire Bank
- Newton Centre, MA (3 miles from Needham, MA)
- 8 days ago
- Newton Centre, MA (3 miles from Needham, MA)
- 8 days ago
Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act. Available to work Saturday hours and travel to nearby offices as required....
In PersonDemographic Data for Needham, MA
Moving to Needham, MA? Find some basic demographic data about Needham, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Needham, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Needham, MA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Dodd-Frank
- Nationwide Mortgage Licensing System & Registry
- Asset Allocation
- Mutual Funds
- Consumer Lending
- Estate Planning
- Retail Banking
- Account Maintenance
- Retirement Planning
- Wealth Management
- Securities and Exchange Commission
- Cross Selling
- Client Relationships
- Lending
- Investment Management
- Mortgage Processing
- Fraud Investigation
- Financial Planning
- Financial Services
- Prospecting
- Compensation and Benefits
- Business Planning
- Acquisitions
- Customer Satisfaction
- Notary Public
- Risk Management
- Referrals
- Relationship Management
- Retail
- High School Diploma
- Networking
- Written Communication
- Customer Relations
- Business Development
- Military Background
- Reporting
- Coaching
- Policy Development
- Sales
- Flexibility
- Regulations
- Problem Solving
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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