Personal Banker Jobs in Whitman, MA
- Boston, MA (20 miles from Whitman, MA)
- 3 days ago
- Boston, MA (20 miles from Whitman, MA)
- 3 days ago
Qualifications: Minimum 2-3 years of experience in financial planning, wealth management, or a related financial services role Demonstrated ability to build comprehensive financial plans and draft client-centric...
Private Client Banker (New Build) South Attleboro
- South Attleboro, MA (20 miles from Whitman, MA)
- 4 days ago
- South Attleboro, MA (20 miles from Whitman, MA)
- 4 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...
Private Client Financial Advisor
- Boston, MA (20 miles from Whitman, MA)
- 4 days ago
- Boston, MA (20 miles from Whitman, MA)
- 4 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Financial Advisor - Worcester, MA and Surrounding
- Boston, MA (20 miles from Whitman, MA)
- 4 days ago
- Boston, MA (20 miles from Whitman, MA)
- 4 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...
Sr. Private Client Banker- JPM Branch-Cambridge
- Cambridge, MA (22 miles from Whitman, MA)
- 8 days ago
- Cambridge, MA (22 miles from Whitman, MA)
- 8 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and providing an individual client experience. You will build lasting relationships, doing the right...
Private Client Banker- Metro Central Area
- Brookline, MA (19 miles from Whitman, MA)
- 9 days ago
- Brookline, MA (19 miles from Whitman, MA)
- 9 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...
Private Client Relationship Manager
- Boston, MA (20 miles from Whitman, MA)
- 16 days ago
- Boston, MA (20 miles from Whitman, MA)
- 16 days ago
management or other relevant equivalent experience.Experience working with affluent and high net worth clients.A minimum of two licenses required: SIE, Series 6, 7, 63, 65, or 66 licenses, and Life...
US Experienced Financial Advisor
- Cambridge, MA (22 miles from Whitman, MA)
- 16 days ago
- Cambridge, MA (22 miles from Whitman, MA)
- 16 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....
- Dedham, MA (16 miles from Whitman, MA)
- 16 days ago
- Dedham, MA (16 miles from Whitman, MA)
- 16 days ago
As a Personal Banker in a Solution Center Branch, you will strengthen customer relationships with a defined sales process....
- Watertown, MA (23 miles from Whitman, MA)
- 16 days ago
- Watertown, MA (23 miles from Whitman, MA)
- 16 days ago
Application Deadline: 07/31/2025 Address: 205 N 2nd Street Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members...
Client Relationship Manager - 75k to 80K - Hiring Immediately
- Boston, MA (20 miles from Whitman, MA)
- 17 days ago
- Boston, MA (20 miles from Whitman, MA)
- 17 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...
- Roxbury, MA (18 miles from Whitman, MA)
- 17 days ago
- Roxbury, MA (18 miles from Whitman, MA)
- 17 days ago
As a Full Time Personal Banker within PNC's Boston Region Retail Branch organization, you will be based in Roxbury, MA....
Client Relationship Manager - Healthcare
- Boston, MA (20 miles from Whitman, MA)
- 22 days ago
- Boston, MA (20 miles from Whitman, MA)
- 22 days ago
Cognizant Technology Solutions is currently seeking a Client Relationship Manager who will contribute toward building trusted advisor relationships, commercial growth and rapid business expansion...
- Boston, MA (20 miles from Whitman, MA)
- 23 days ago
- Boston, MA (20 miles from Whitman, MA)
- 23 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....
Direct Indexing Client Relationship Manager
- Boston, MA (20 miles from Whitman, MA)
- 24 days ago
- Boston, MA (20 miles from Whitman, MA)
- 24 days ago
Overview: Active Index Advisors (AIA) helps clients customize portfolios for specific investment objectives including tax management and values-alignment. The Client Relationship Manager (CRM) is...
Demographic Data for Whitman, MA
Moving to Whitman, MA? Find some basic demographic data about Whitman, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Whitman, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Whitman, 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
- Commercial Banking
- Nationwide Mortgage Licensing System & Registry
- Private Banking
- Retail Banking
- Consumer Lending
- Account Maintenance
- BSA
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Financial Services
- Financial Planning
- Fraud Investigation
- Consultative Sales
- Compensation and Benefits
- Business Planning
- Customer Satisfaction
- Notary Public
- Cash Handling
- Referrals
- Inbound/Outbound Calling
- Relationship Management
- Closing
- Risk Management
- Retail
- Written Communication
- Customer Relations
- Military Background
- High School Diploma
- Business Development
- Math
- Interpersonal Skills
- Telephone Skills
- Reporting
- Flexibility
- Policy Development
- Coaching
- Problem Solving
- Regulations
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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