Personal Banker Jobs in Roslindale, MA
Client Relationship Manager, Client Services - Retirement
- Newton, MA (5 miles from Roslindale, MA)
- 1 day ago
- Newton, MA (5 miles from Roslindale, MA)
- 1 day ago
This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors....
Merrill Team Financial Advisor
- Quincy, MA (6 miles from Roslindale, MA)
- 3 days ago
- Quincy, MA (6 miles from Roslindale, MA)
- 3 days ago
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
- Boston, MA (5 miles from Roslindale, MA)
- 3 days ago
- Boston, MA (5 miles from Roslindale, MA)
- 3 days ago
Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next...
JPMorgan Private Client Relationship Manager - Boston, MA
- Boston, MA (5 miles from Roslindale, MA)
- 4 days ago
- Boston, MA (5 miles from Roslindale, MA)
- 4 days ago
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships...
Private Client Financial Advisor
- Bedford, MA (16 miles from Roslindale, MA)
- 4 days ago
- Bedford, MA (16 miles from Roslindale, MA)
- 4 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Boston, MA (5 miles from Roslindale, MA)
- 4 days ago
- Boston, MA (5 miles from Roslindale, MA)
- 4 days ago
Client Relationship Manager - SA08AE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every...
Merrill Experienced Financial Advisor
- Wellesley Hills, MA (7 miles from Roslindale, MA)
- 7 days ago
- Wellesley Hills, MA (7 miles from Roslindale, MA)
- 7 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....
Personal Banker Associate I - Bethany Village (Milton, GA)
- Milton, MA (3 miles from Roslindale, MA)
- 8 days ago
- Milton, MA (3 miles from Roslindale, MA)
- 8 days ago
Banker job family....
- Arlington, MA (9 miles from Roslindale, MA)
- 8 days ago
- Arlington, MA (9 miles from Roslindale, MA)
- 8 days ago
This job posting is anticipated to remain open for 30 days, from 23-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor II Southwest Health Plans
- Salem, MA (19 miles from Roslindale, MA)
- 10 days ago
- Salem, MA (19 miles from Roslindale, MA)
- 10 days ago
Job Listing ID: 4277148 Job Title: Financial Advisor II Southwest Health Plans Application Deadline: Open Until FilledJob Location: Salem Date Posted: 05/22/2025Hours Worked Per Week: Not Provided...
Financial Advisor II Southwest Health Plans
- Boston, MA (5 miles from Roslindale, MA)
- 11 days ago
- Boston, MA (5 miles from Roslindale, MA)
- 11 days ago
About Us** Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in...
- Boston, MA (5 miles from Roslindale, MA)
- 12 days ago
- Boston, MA (5 miles from Roslindale, MA)
- 12 days ago
Position Overview** At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
- Boston, MA (5 miles from Roslindale, MA)
- 15 days ago
- Boston, MA (5 miles from Roslindale, MA)
- 15 days ago
JOB REQUIREMENTS Ability to work a flexible schedule based on the hours of operation of the Bank, including Saturday mornings Ability to lift 30 pounds Basic knowledge of keyboard and computer...
- Boston, MA (5 miles from Roslindale, MA)
- 17 days ago
- Boston, MA (5 miles from Roslindale, MA)
- 17 days ago
The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele....
Client Relationship Manager - 75k to 80K - Hiring Immediately
- Boston, MA (5 miles from Roslindale, MA)
- 19 days ago
- Boston, MA (5 miles from Roslindale, MA)
- 19 days ago
Client Relationship Manager - 75k to 80K - Hiring Immediately ProPivotal is the largest Boston - based staffing firm and has been recognized by a number of organizations for our exceptional...
Demographic Data for Roslindale, MA
Moving to Roslindale, MA? Find some basic demographic data about Roslindale, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Roslindale, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Roslindale, 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
- Account Opening
- Asset Allocation
- BSA
- Nationwide Mortgage Licensing System & Registry
- Private Banking
- Retail Banking
- Consumer Lending
- Account Maintenance
- Annuities
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Financial Services
- Financial Planning
- Fraud Investigation
- Compensation and Benefits
- Notary Public
- Customer Satisfaction
- Cash Handling
- Referrals
- Risk Management
- Inbound/Outbound Calling
- Relationship Management
- Customer Relations
- Retail
- High School Diploma
- Military Background
- Written Communication
- Negotiation
- Business Development
- Telephone Skills
- Coaching
- Flexibility
- Employee Development
- Reporting
- Regulations
- Sales
- Problem Solving
- Policy Development
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills